Know which field forms are ready for deal work
Keep a concise view of available Datascope forms so deal follow-up can use the right field workflow.
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
Teams can waste time searching for the right field form when a deal needs a visit, inspection, or other on-site work.
- See the available forms in one concise report.
- Reduce searching when planning deal-related field work.
- Spot catalog changes through scheduled reviews.
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 to retrieve the Datascope forms list and summarize forms relevant to the deal work you describe.
- 4Pick a recurring schedule, then choose where run reports should go.
- 5Test with one real catalog result and confirm the report is useful.
Questions about this workflow
Does this assign forms to users?
No. It retrieves the available forms list for review.
Can Notis know which forms match my deal process?
Describe the types of work you need and any naming clues. The action returns the available form catalog.
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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