Check site records before preparing location documents
A scheduled location summary helps you notice missing or outdated site context before it becomes a document handoff delay.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get All Locations
Retrieves all configured locations.
Why this helps
Preparing site documents is harder when location details are scattered or their current status is unclear.
- Review configured locations in one concise report.
- Spot details that need checking before a document run.
- Avoid switching tools just to find the current site record.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Datascope once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3In one instruction, ask Notis to retrieve Datascope locations and summarize those relevant to the ActiveMerge site documents you prepare.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Run it once and review the summary for accuracy.
Questions about this workflow
Can this update Datascope location records?
No. This workflow retrieves locations for review. Updating a location requires a separate automation using the supported update location action.
What location details will the report include?
The action retrieves configured location information such as addresses, coordinates, and company associations. Notis can summarize details relevant to the process you describe.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Datascope. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Datascope actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Location
Creates a location with geographic coordinates.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Change Form Answer
Changes an answer in a submitted form.
Create List
Creates an empty list for organizing categorized items.
Create List Element
Adds a new element to a metadata list.
Get all list elements
Retrieves all items from a specified metadata list.
Get All Locations
Retrieves all configured locations.
Create Task Assignment
Assigns a form to a user at a location with a deadline.
Get Last Tickets
Retrieves the five most recent tickets or findings.
Connect any two apps with Notis in the middle.
ActiveMerge and Datascope, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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