Connect Salesforce to Detrack

When something happens in Salesforce, Notis takes the next step in Detrack. Describe what you want in plain English, or start from one of the examples below.

When this happens · Trigger

Do this · Action

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Examples

Ways Notis can move work from Salesforce to Detrack

View example

Turn a Salesforce Opportunity into a Detrack collection

When an opportunity is created or updated, prepare a Detrack collection from its pickup details and create it when the required information is available.

View example

Find delivery details after a Salesforce task is completed

When a Salesforce task is created or completed, search Detrack using delivery identifiers in the task and return matching job details for follow-up.

View example

Review Detrack jobs after a Salesforce account change

When an account is created or updated, list relevant Detrack jobs using identifiers supplied in the account record or instruction, then summarize potential coordination needs.

View example

Apply Salesforce contact changes to a Detrack delivery

When a Salesforce contact is updated, use an identified Detrack delivery and confirmed changed contact details to edit that delivery.

View example

Check delivery readiness for a new Salesforce lead

When a Salesforce lead is created, list Detrack jobs only when the lead includes a useful existing customer or delivery identifier, then report whether relevant jobs were found.

Supported Triggers and Actions

Notis builds workflows that link Salesforce to Detrack. A trigger fires from one place; an action lands in another.

Salesforce triggers

Detrack actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add Collection

Tool to add a new collection in detrack. use after gathering all necessary collection details.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete All Collections

Tool to delete all collections in the account. use when you need to purge every collection for a specific date after confirmation.

ActionInstant

Account Created or Updated

Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.

TriggerPolling

Delete All Deliveries

Tool to delete all deliveries for a specific date. use when you need to purge deliveries in bulk before scheduling new ones.

ActionInstant

Contact Updated

Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.

TriggerPolling

Delete Delivery

Tool to delete one or more deliveries by date and d.o. number. use after confirming delivery entries to avoid accidental data loss (max 100 items per call).

ActionInstant

Record Updated (Generic SObject)

Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.

TriggerPolling

Edit Delivery

Tool to edit specific deliveries by date and d.o. number. use after confirming delivery identifiers to update their details (max 100 per call).

ActionInstant

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

List Jobs

Tool to list all jobs with optional filters and pagination. use when you need to retrieve jobs by date, status, country, or other criteria.

ActionInstant

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

Search

Tool to search for deliveries, collections, or vehicles. use after defining search criteria to retrieve matching jobs.

ActionInstant

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

View All Collections

Tool to view all collection jobs in detrack. use when you need to retrieve every collection job currently stored.

ActionInstant

Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event

Works with

ZapierPipedream

Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only

Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match

Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation

Cost

$ · pay per run

$$ · AI models per run

Reliability

Breaks on schema change

Adapts to format changes

Setup

Click 8 dropdowns

Describe it in English

Handles fuzzy

Hard-coded fields only

Reads intent, summarises

Human in loop

Bolted on

Built in · approval inbox

Maintenance

You own every break

Self-heals · we own it

Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"

Condition✦Status = "Blocked"

AI step✦Summarise the blocker in plain English

ActionDM the row owner with summary

Timeout✦No reply in 24h → ping you

Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.