Create Detrack collections from Salesforce opportunities
Keep pickup bookings moving from opportunity updates to Detrack without re-entering the same details.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Add Collection
Tool to add a new collection in detrack. use after gathering all necessary collection details.
Why this helps
Pickup arrangements can get lost between a sales update and the person scheduling collections.
- Reduce re-entry when an opportunity includes pickup arrangements.
- Catch missing pickup details before attempting to add a collection.
- Keep the collection booking tied to the Salesforce opportunity that prompted it.
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 give it a clear name.
- 3In one instruction, tell Notis to use opportunity pickup details to add a Detrack collection, and ask for missing required details instead of guessing.
- 4Pick Salesforce New or Updated Opportunity as the trigger and choose where run reports go.
- 5Test with one real opportunity that has pickup details.
Questions about this workflow
Does this create a Detrack delivery?
No. The available action adds a collection. It does not create a delivery.
What if the opportunity lacks pickup details?
Tell Notis in the instruction to report what is missing and avoid adding a collection until the required details are available.
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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