Auto-Create Geotab Zone for New Salesforce Work Order

📝 DESCRIPTION OF THE WORKFLOW

This workflow connects Salesforce and Geotab to streamline fleet tracking for field service jobs (Work Orders). When a new Work Order is created in Salesforce (with a 'New' status and valid coordinates), it creates a circular geofence zone in Geotab and updates the Work Order with the zone ID. If geolocation is missing, an alert email is sent to dedicated email.

The workflow uses a Salesforce Outbound Message to trigger an n8n webhook. It includes robust credential handling and optional logic to skip or notify on bad data.

Use Cases:

Automating vehicle geofence setup for service visits Enhancing CRM-to-fleet system synchronisation Enforcing work orders data quality via alerts

Integrations Used:

Salesforce Geotab API Microsoft Outlook (or any SMTP-compatible service)

Tags: geotab, salesforce, fleet management, gps tracking, field service, crm, automation, webhook, integration

ADDITIONAL RESOURCES 🔗 Salesforce

Salesforce Login [Salesforce Setup (Admin Console)](https://login.salesforce.com/ → click “Setup” gear icon) Outbound Messages Documentation Salesforce Developer Documentation Salesforce Workbench (API Testing Tool)

🔗 Geotab

Geotab Login (MyGeotab) Geotab Developer Portal Geotab API Explorer Geotab SDK (JavaScript Samples) Geotab Support Centre