Use the right finding category for prospect handoffs
Make the configured Datascope ticket types easier to review against your prospect handoff rules.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Ticket Types
Retrieves available ticket or finding types.
Why this helps
Teams can lose time deciding how a field finding should be categorized during prospect follow-up.
- Summarize configured ticket types against written guidance.
- Make prospect handoff decisions easier to review.
- Avoid guessing when no category clearly fits.
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.
- 3Provide the prospect routing guidance and ask Notis to retrieve ticket types and explain relevant matches.
- 4Pick a Notis schedule and choose where run reports go.
- 5Test with one real routing example and verify the category against Datascope.
Questions about this workflow
Does this create a ticket?
No. It retrieves available ticket type configurations and summarizes them.
Can it choose a category if none fit?
Notis should report that no clear match is available instead of inventing a category.
What if routing guidance is unclear?
Supply the intended rules in the prompt. Notis should surface ambiguity for review.
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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