Route campaign leads to a field follow-up
When a campaign lead needs an in-person check, let Notis create the Datascope assignment and keep the follow-up moving.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task Assignment
Assigns a form to a user at a location with a deadline.
Why this helps
Promising leads can get lost when someone has to copy campaign details into a separate field-work system.
- Create a field follow-up from an incoming lead request.
- Keep the lead context attached to the work request.
- Reduce manual handoffs between marketing and field teams.
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 to create a Datascope assignment for each qualifying lead, using the form, assignee, location, and deadline details available in the request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real lead request and verify the assignment.
Questions about this workflow
What details must the webhook include?
Include enough information to identify the Datascope form, assignee, location, and deadline. Notis can use details in the request, but it cannot supply missing identifiers.
Does ActiveTrail provide a trigger event for this workflow?
No ActiveTrail trigger event is listed here. The workflow starts when an external system sends an HTTP request to the Notis webhook.
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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