Know which field forms are available for follow-up
Let Notis review your Datascope form list and report the options that fit your prospect follow-up instructions.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Forms List
Lists available forms and tasks.
Why this helps
Choosing a field form can interrupt follow-up when teams have to search through an unfamiliar form list.
- Summarize available forms for a stated follow-up need.
- Reduce time spent searching the form catalogue.
- Make form selection easier before task assignment.
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.
- 3Describe the prospect follow-up need and ask Notis to retrieve and summarize relevant available forms.
- 4Pick a Notis schedule and choose where run reports go.
- 5Test with one real follow-up scenario and confirm form names against Datascope.
Questions about this workflow
Does this create a form?
No. It retrieves the available forms and summarizes relevant options.
Can Notis know which form is right without guidance?
Provide the purpose of the follow-up. Notis should state uncertainty if form details are insufficient.
Can this assign the selected form?
This workflow reviews forms only. Task assignment is a separate action and needs a form, user, location, and deadline.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Datascope.