Check depot coverage while handling a customer request
Give Notis the location or service question from Agile CRM and have it retrieve depot details for your team to review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Depots
Lists depot locations and their details.
Why this helps
A service conversation can stall while someone searches for current depot information.
- Retrieve depot names and address details from Detrack.
- Support quicker review of location-related requests.
- Avoid relying on stale depot notes.
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 list Detrack depots and summarize the locations relevant to the incoming service request.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Send one real location-related request and confirm the returned depot information.
Questions about this workflow
Will this create or change a depot?
No. This workflow lists depot locations. The listed create or update actions should be used only when a separate, confirmed depot change is intended.
Can it identify the closest depot?
The action returns depot information, but the context does not guarantee distance calculations. Provide a location and ask Notis to report if the returned details do not support a confident comparison.
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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