Keep Detrack delivery contacts current from Salesforce
Carry confirmed contact changes into an identified delivery so the team does not have to repeat the update by hand.
Trigger
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Action
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).
Why this helps
A changed contact can leave a delivery record with outdated recipient details and create avoidable follow-up.
- Reduce duplicate entry for confirmed contact changes.
- Require a clear delivery date and D.O. number before editing.
- Make the changed details and target delivery visible in the run report.
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 delivery contact updates.
- 3In one instruction, tell Notis to edit only a clearly identified delivery using confirmed changed contact details, and report missing identifiers.
- 4Pick Salesforce Contact Updated as the trigger and choose where run reports go.
- 5Test with one real contact update and a delivery whose date and D.O. number are known.
Questions about this workflow
Can it find the delivery automatically?
The edit action requires a delivery date and D.O. number. Include those identifiers in available Salesforce information or the instruction; otherwise have Notis report that it cannot safely identify the delivery.
Can it edit several deliveries at once?
The action supports up to 100 items per call, but the instruction should identify the intended deliveries clearly before any edits.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Detrack.