Start collection audits from new account activity
Give account teams a complete collection record view when a new relationship needs context.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
View All Collections
Tool to view all collection jobs in detrack. use when you need to retrieve every collection job currently stored.
Why this helps
Account reviews become slow when collection history must be assembled manually.
- Starts audits promptly
- Provides a complete collection view
- Reduces manual record gathering
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Detrack once in Notis.
- 2Create an automation that retrieves all collections when the new user context calls for an audit.
- 3Pick New User Created as the trigger.
- 4Choose a report channel and test with one account requiring review.
Questions about this workflow
Will it filter to one account automatically?
The action returns all collections, so instruct Notis to identify relevant records from the returned data.
Does this modify Detrack?
No. It only retrieves collection records for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Detrack. A trigger fires from one place; an action lands in another.
Zendesk 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.
New User Created
Triggered when a new user is created in Zendesk.
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.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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).
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).
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.
Search
Tool to search for deliveries, collections, or vehicles. use after defining search criteria to retrieve matching jobs.
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.
Zendesk and Detrack, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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