Check for an existing location before field follow-up
Review the Datascope location directory alongside prospects so teams can spot a likely existing site before taking action.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get All Locations
Retrieves all configured locations.
Why this helps
Teams may waste time planning field follow-up without knowing a prospect location is already recorded.
- Surface likely location matches for human review.
- Reduce duplicate location setup work.
- Give field planning useful context before follow-up.
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 retrieve Datascope locations and compare only against supplied prospect details, reporting likely matches and uncertainty.
- 4Pick a Notis schedule and choose where run reports go.
- 5Test with one real prospect and verify the reported match against Datascope.
Questions about this workflow
Does this create or change locations?
No. It retrieves locations for comparison and reports. Review matches before making changes.
Can Notis match by a field the apps do not provide?
No. Include the relevant identifier or matching rule in the supplied data. Notis should call out missing information.
Why use a schedule?
A schedule can prepare a regular review of upcoming prospects against the current location directory.
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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