Catch upcoming field deadlines before they slip
Use a scheduled review to turn campaign deadlines into assigned Datascope work while there is still time to act.
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
A deadline in campaign data does not help if the field task is never formally assigned.
- Review upcoming work on a recurring schedule.
- Create an assignment when required task details are available.
- Make field deadlines visible through assigned work.
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 upcoming campaign items should become assignments and where to get the required form, assignee, location, and deadline.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real upcoming item and verify the assignment details.
Questions about this workflow
Can the workflow infer a deadline?
It can use a deadline in the available data or one provided in your instruction. It should not invent a deadline.
What if the form or assignee is unknown?
Those details are needed to create an assignment. Supply them in the source data or instruction.
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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