Give qualified prospects a clear field follow-up
Have Notis create a Datascope form assignment for a prospect that is ready for a visit or field check.
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 qualified lead can stall when someone still has to turn it into a scheduled field task.
- Turn a qualified prospect into an actionable Datascope assignment.
- Use existing form, user, location, and deadline details.
- Keep the handoff visible through run reports.
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.
- 3Specify the qualification rule and ensure each assignment has a valid form, user, location, and deadline.
- 4Pick a Notis schedule and choose where run reports go.
- 5Test with one real prospect and verify the assignment in Datascope.
Questions about this workflow
Can the workflow assign a task without a user or form?
No. The action needs a specific form, user, location, and deadline. Provide these details or define how Notis can retrieve them from available context.
Does the schedule create a task for every Aeroleads lead?
Set a qualification rule in the prompt so only prospects ready for field follow-up are assigned.
What happens when assignment details are missing?
Notis should report the missing details and skip creating an incomplete assignment.
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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