Review Detrack jobs when Salesforce accounts change
Get a focused job review when account details change, with the relevant delivery context alongside the update.
Trigger
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Action
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.
Why this helps
Account changes can affect delivery coordination, but the related jobs may be tracked in another system.
- Bring Detrack job context into account-change follow-up.
- Use available account identifiers to narrow the job list.
- Surface when the account update does not provide enough information to find relevant jobs.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Detrack once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for account delivery review.
- 3In one instruction, tell Notis which account details to use to list relevant Detrack jobs and how to summarize matches.
- 4Pick Salesforce Account Created or Updated as the trigger and choose where run reports go.
- 5Test with one real account update that includes a useful search criterion.
Questions about this workflow
Does this update Salesforce or Detrack records?
No. The configured Detrack action lists jobs. The run report can summarize relevant results for follow-up.
Can it infer an account's delivery history if no identifier is present?
No. Have the instruction specify which available account details to use, and ask Notis to report when they are insufficient.
When this happens · Trigger
Do this · Action
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.
Add Collection
Tool to add a new collection in detrack. use after gathering all necessary collection details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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).
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.
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).
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Search
Tool to search for deliveries, collections, or vehicles. use after defining search criteria to retrieve matching jobs.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
View All Collections
Tool to view all collection jobs in detrack. use when you need to retrieve every collection job currently stored.
Connect any two apps with Notis in the middle.
Salesforce and Detrack, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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