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](https://login.salesforce.com/)
* \[Salesforce Setup (Admin Console)]\([https://login.salesforce.com/](https://login.salesforce.com/) → click “Setup” gear icon)
* [Outbound Messages Documentation](https://help.salesforce.com/s/articleView?id=platform.workflow_managing_outbound_messages.htm)
* [Salesforce Developer Documentation](https://developer.salesforce.com/docs/)
* [Salesforce Workbench (API Testing Tool)](https://workbench.developerforce.com/)
---
#### 🔗 **Geotab**
* [Geotab Login (MyGeotab)](https://my.geotab.com/)
* [Geotab Developer Portal](https://developers.geotab.com/)
* [Geotab API Explorer](https://my.geotab.com/apiexplorer/)
* [Geotab SDK (JavaScript Samples)](https://developers.geotab.com/myGeotab/codeSamples/javascriptSamples)
* [Geotab Support Centre](https://support.geotab.com/)
---
