Turn scheduled lead reviews into field assignments
Set a regular review rhythm for leads that need on-site follow-up, then let Notis create the Datascope assignments.
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
Leads that need field attention can sit untouched between campaign reviews.
- Review lead data on a recurring schedule.
- Create assignments for leads that meet your stated criteria.
- Make field follow-up a regular part of campaign operations.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Datascope once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis which available lead records need field follow-up and what assignment details to use, including form, assignee, location, and deadline.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real lead and verify its Datascope assignment.
Questions about this workflow
Can Notis decide which leads qualify?
Yes, if you describe the criteria and the connected ActiveTrail data contains the fields needed to evaluate them.
What if a lead does not include an assignee or location?
The assignment needs a specific form, user, location, and deadline. Supply missing details in your instruction or source data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Datascope. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Datascope, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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