Find the right field location for a deal visit
Keep a current view of Datascope locations so planning an Affinity deal visit takes less searching.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get All Locations
Retrieves all configured locations.
Why this helps
A deal may be ready for a visit while location details are buried in a separate field operations system.
- Review configured field locations in one report.
- Make site planning easier when a deal needs a visit.
- Keep address and coordinate details close to deal planning.
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 Datascope locations and summarize those relevant to the deal visits you describe.
- 4Pick a recurring schedule, then choose where run reports should go.
- 5Test with one real location and confirm the returned details are clear.
Questions about this workflow
Does this create or change locations?
No. It retrieves configured Datascope locations for review.
Can it determine the right site for a deal?
Only when your data or instruction provides enough information to identify a relevant site.
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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