Keep field notifications connected to deal evidence
Turn a date-range check of Datascope notifications into a brief view of files that may matter to your deals.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Notifications
Retrieves PDF and Excel notifications from a date range.
Why this helps
Notifications about generated field files can be easy to overlook, leaving relevant evidence out of a deal discussion.
- Review notification details and timestamps together.
- Find file links that may inform deal follow-up.
- Reduce missed generated report notifications.
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 the Datascope date range to retrieve notifications for and how to flag items relevant to the Affinity deals you name.
- 4Pick a recurring schedule, then choose where run reports should go.
- 5Test with one real notification and verify its details and file link.
Questions about this workflow
What does this retrieve?
The action retrieves notifications for a date range, including type, URL, form information, and timestamps.
Does it download the files?
The listed action retrieves notification details and URLs. It does not describe downloading or modifying the files.
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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