Catch field submissions that need deal follow-up
A scheduled scan can surface the Datascope answers that deserve attention in your Affinity pipeline.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Answers V4
Retrieves form answers.
Why this helps
When field submissions accumulate, important deal-related updates can sit unseen until someone remembers to check them.
- Review answers using supported date, user, and location filters.
- Retrieve additional batches with pagination when needed.
- Turn field updates into a focused deal follow-up list.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Datascope once in Notis.
- 2Create an automation in plain language or in Automations, New Automation.
- 3Tell Notis which recent Datascope answers to retrieve and how to identify related Affinity deals using available data.
- 4Pick a recurring schedule, then choose where run reports should go.
- 5Test with one real answer and confirm the scan covers the intended date range.
Questions about this workflow
Can this scan a large answer history?
The action supports pagination for retrieving large result sets. Have Notis retrieve additional batches when the requested range needs them.
Can it use a deal identifier that is not in Datascope?
No. The match needs to come from returned fields or a clue you provide.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Datascope. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Datascope, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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