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Add the field option a deal workflow needs

Send an approved new metadata option to Notis and add it to the specified Datascope list.

Trigger

Webhook received

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

Action

Create List Element

Adds a new element to a metadata list.

Why this helps

When deal operations need a new category or product option, waiting on manual list maintenance can stall field work.

  • Create an approved list element from a clear request.
  • Keep new categorized options available for field workflows.
  • Avoid losing list maintenance requests in deal notes.

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 create the specified element in the correct Datascope metadata list using the supplied name and details.
  • 4Pick a webhook trigger and choose where run reports should go.
  • 5Test with one real approved option and verify the element appears in the intended list.

Questions about this workflow

Can this create a location list element?

For location objects, use the Datascope locations API action rather than Create List Element.

What details should the request include?

Identify the metadata list type and provide the element details needed for creation.

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

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