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Notis

Turn Acculynx leads into scheduled Datascope site visits

Give qualified leads a next step in the field without adding another item to your follow-up list.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Create Task Assignment

Assigns a form to a user at a location with a deadline.

Why this helps

Promising leads can stall when scheduling a site visit depends on remembering to revisit the lead list.

  • Review leads on a recurring schedule using criteria you provide.
  • Create assignments for qualified leads so field review has an owner and due date.
  • Keep the follow-up process consistent without manually scanning the lead list.

Setup

Build it in a few focused steps.

  • 1Connect Acculynx and Datascope once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it for lead site visits.
  • 3Tell Notis which open leads qualify and how to choose the Datascope form, assignee, location, and deadline.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with one real lead and confirm its assignment details are available.

Questions about this workflow

Can Notis decide which leads qualify?

Yes, if you describe the criteria and Acculynx provides the needed lead details. Any missing criterion or assignment detail must be supplied by you.

Does the schedule itself create a site visit?

The schedule starts the review. Notis checks Acculynx leads against your instruction and creates Datascope assignments for qualifying leads.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Acculynx to Datascope. A trigger fires from one place; an action lands in another.

Acculynx triggers

Datascope actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Location

Creates a location with geographic coordinates.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Change Form Answer

Changes an answer in a submitted form.

ActionInstant

Create List

Creates an empty list for organizing categorized items.

ActionInstant

Create List Element

Adds a new element to a metadata list.

ActionInstant

Get all list elements

Retrieves all items from a specified metadata list.

ActionInstant

Get All Locations

Retrieves all configured locations.

ActionInstant

Create Task Assignment

Assigns a form to a user at a location with a deadline.

ActionInstant

Get Last Tickets

Retrieves the five most recent tickets or findings.

ActionInstant

Connect any two apps with Notis in the middle.

Acculynx and Datascope, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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