Onboard new sites before field teams need them
Catch new campaign sites in a scheduled review and register their details in Datascope before assignments depend on them.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Location
Creates a location with geographic coordinates.
Why this helps
Field work can stall when campaign sites have not yet been added to the location directory.
- Find sites awaiting registration during a regular review.
- Create location records when required details are available.
- Prepare the location directory ahead of field assignments.
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 how to recognize sites awaiting onboarding and create a location from each site's name, code, and geographic coordinates.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real site and check its Datascope location record.
Questions about this workflow
What makes a site eligible for onboarding?
Describe a status or other available evidence that shows it is not registered yet. Without that information, Notis cannot reliably identify new sites.
Can a site be added without coordinates?
The create-location action calls for geographic coordinates, so they need to be available in the data or supplied to Notis.
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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