See which delivery jobs may need a customer follow-up
Notis can search jobs across a date range and summarize the ones that match your follow-up criteria, ready for your team to review in Agile CRM.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search Jobs
Searches jobs using multiple criteria.
Why this helps
Busy teams can miss customer follow-up when delivery work spans separate systems.
- Review jobs against a chosen date range and status.
- Prepare a focused follow-up list for the team.
- Reduce the need to check delivery records one at a time.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Detrack once in the Notis portal.
- 2Create an automation in Notis by naming it and describing the outcome.
- 3In one instruction, ask Notis to search Detrack for jobs matching your chosen date range and statuses, then summarize records that need customer follow-up in Agile CRM.
- 4Pick the notis_cron trigger and choose where run reports should go.
- 5Run one scheduled example and review whether the search criteria return useful jobs.
Questions about this workflow
Does this automatically change Agile CRM records?
No. The listed target actions support Detrack job searches and lookups, not Agile CRM updates. This workflow prepares a review list.
Who chooses the search range and statuses?
Include the date range and statuses you want in the automation instruction. Notis does not provide a separate filter-building screen for this workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Detrack. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Detrack actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Collection
Add a pickup job.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete All Collections
Delete all collection jobs for a specific date.
Bulk Create Depots
Creates multiple depots, each with a name and geocodable address.
Delete All Deliveries
Delete all delivery jobs for a specific date.
Create Depot
Creates a depot as a starting or ending point for delivery routes.
Delete Delivery
Delete one or more delivery jobs.
Edit Delivery
Update details of existing delivery jobs.
Search
Find deliveries, collections, or vehicles matching your search.
Connect any two apps with Notis in the middle.
Agile CRM and Detrack, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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