Check Detrack job context for new Salesforce leads
Give lead follow-up useful delivery context when Salesforce already contains a recognizable job reference.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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
A new lead may mention an existing delivery, but the detail can be overlooked during qualification.
- Add delivery context to lead qualification when a usable reference exists.
- Avoid broad, ungrounded job searches when the lead lacks identifiers.
- Make matching and missing information easy to see 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 lead delivery context.
- 3In one instruction, tell Notis to list jobs only when the lead provides an identifier that can narrow the search, and summarize results or gaps.
- 4Pick Salesforce New Lead Trigger as the trigger and choose where run reports go.
- 5Test with one real lead containing a known delivery or customer reference.
Questions about this workflow
Will every new lead return a Detrack job?
No. A match depends on the lead or instruction providing useful search details.
Does this qualify or score the lead?
No. It retrieves job context for the run report; any qualification criteria would need to be supplied in the instruction.
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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