Keep qualified prospects ready for field teams
Send a prospect to Notis and keep its useful details available in Datascope for the next step.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create List Element
Adds a new element to a metadata list.
Why this helps
Promising prospects can get lost between lead research and the tools field teams use to follow up.
- Keep qualifying prospect details in one Datascope list.
- Reduce repeated copying between lead research and field operations.
- Let Notis summarize incoming data before adding it.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Datascope once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language.
- 3Ask Notis to add each qualifying prospect and its supplied details as a Datascope list element.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Test with one real prospect and confirm the element appears in the intended list.
Questions about this workflow
What starts this workflow?
An HTTP request to the Notis webhook starts it. Send the relevant prospect information from your Aeroleads process.
Does Notis create the Datascope list too?
This workflow adds an element to a specified existing list. Create the list in Datascope first or use a separate workflow that creates one.
What if a prospect field is missing?
Notis can add the details supplied and report missing information rather than inventing it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Datascope. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Datascope, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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