Turn won Agile CRM deals into ready-to-schedule collections
A won deal can start the collection workflow. Notis checks the details and creates the Detrack collection when the information is complete.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Collection
Add a pickup job.
Why this helps
Pickup arrangements can get lost between a sales win and delivery planning.
- Create collection jobs from confirmed sales outcomes.
- Catch missing pickup details before a job is created.
- Reduce handoffs between sales and operations.
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 review the incoming won-deal details and create a Detrack collection only when the required pickup information is present.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Send one real won-deal example to the webhook and review the result.
Questions about this workflow
Does Agile CRM provide the trigger for this automation?
Agile CRM triggers are not listed here. The automation starts when an HTTP request reaches its Notis webhook, such as a request sent by a system you have configured.
What happens if pickup information is missing?
Tell Notis in the instruction to report which details are missing and wait for a complete example before creating the collection.
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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