Create Geotab Zone from Salesforce Order

# Create Geotab zone from Salesforce Work Order with email notification

This workflow automates geofence creation in Geotab based on new Work Orders in Salesforce. It’s designed for companies that need to instantly add service locations as active zones without manual input.

## Who it´s for
- Field service companies using Salesforce for order management.
- Logistics operators needing automatic geofence creation for tasks.
- IT teams integrating CRM with vehicle tracking systems.

## What the automation does
- Triggered by a Salesforce webhook when a new Work Order is created.
- Checks if geolocation data is present in the record.
- If coordinates exist — generates a circular zone (200m radius, 20 points).
- Uses Geotab API to create the zone and retrieve its unique ID.
- Updates the Salesforce record with the zone ID.
- Sends an email via Microsoft Outlook confirming success or error.
- If no coordinates — notifies the operations team to clarify the address.

## What´s included
- Ready-to-use n8n workflow.
- Webhook handling and authentication logic for Salesforce and Geotab.
- Integrations with Salesforce, Geotab, and Microsoft Outlook.
- Basic setup and adaptation guide.

## Requirements for setup
- n8n instance (self-hosted or cloud).
- Salesforce account with read access to Work Orders and permission to update records.
- Geotab account with API access.
- Configured SMTP client or Microsoft Outlook access for email delivery.

## Benefits and outcomes
- Eliminates manual geofence entry in Geotab.
- Reduces task preparation time for drivers and technicians.
- Improves data consistency between CRM and fleet tracking.
- Automatically alerts the team on errors or missing data.
- Enables logistics scaling without added admin overhead.

## Important: template only
Important: you are purchasing a ready-made automation workflow template only. Rollout into your infrastructure, connecting specific accounts and services, 1:1 setup help, custom adjustments for non-standard stacks and any consulting support are provided as a separate paid service at an individual rate. To discuss custom work or 1:1 help, contact via chat