Skip to content
Notis

Understand a field form before assigning it

Check the questions and field types in a Datascope form before it becomes part of an Affinity deal follow-up.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get Form Schema

Retrieves a form’s structure and question configuration.

Why this helps

Assigning a form without checking its structure can leave a field team with questions that do not capture the information the deal needs.

  • Review questions and field types before assignment.
  • Confirm a form suits the planned deal-related visit.
  • Avoid discovering a missing question after fieldwork begins.

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 schema for the specified Datascope form and summarize whether its questions cover the planned deal fieldwork.
  • 4Pick a webhook trigger and choose where run reports should go.
  • 5Test with one real form ID and verify the schema summary.

Questions about this workflow

Does this choose a form ID for me?

Provide the specific form ID in the webhook request or instruction. The listed action retrieves the schema for a specified form.

Does it change the form?

No. It retrieves the schema so you can inspect the form structure.

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.

TriggerScheduled

Create Location

Creates a location with geographic coordinates.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Change Form Answer

Changes an answer in a submitted form.

ActionInstant

Create List

Creates an empty list for organizing categorized items.

ActionInstant

Create List Element

Adds a new element to a metadata list.

ActionInstant

Get all list elements

Retrieves all items from a specified metadata list.

ActionInstant

Get All Locations

Retrieves all configured locations.

ActionInstant

Create Task Assignment

Assigns a form to a user at a location with a deadline.

ActionInstant

Get Last Tickets

Retrieves the five most recent tickets or findings.

ActionInstant

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

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.