Find proof-of-delivery details for a customer question
When a CRM query asks what happened at delivery, Notis can retrieve the identified job and summarize the proof-of-delivery details Detrack has stored.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Job by DO and Date
Retrieves a delivery or collection job by its order number and date.
Why this helps
Proving a delivery can take extra searching when the customer question begins in the CRM.
- Retrieve job details including proof-of-delivery information when available.
- Use the DO number and date to identify the specific job.
- Flag records where proof details are not present.
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 retrieve the Detrack job using the incoming query's DO number and date, then summarize any proof-of-delivery details returned.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Test with one real query for a job with known proof-of-delivery details.
Questions about this workflow
Will every job have proof-of-delivery information?
No. The job details include proof-of-delivery information when it is available in Detrack. Ask Notis to state when the record does not contain it.
Does this send proof to the customer?
No. It retrieves and summarizes the information for review. No customer messaging action is listed here.
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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