Keep deal-related field visits moving
Let Notis check your Affinity pipeline and create Datascope assignments for deals that need on-site follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task Assignment
Assigns a form to a user at a location with a deadline.
Why this helps
A deal can be ready for an in-person check while the founder is busy elsewhere, leaving the visit unassigned or late.
- Convert qualifying deals into trackable field work.
- Give each visit a named assignee and deadline.
- Reduce manual checking across your CRM and field forms.
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 find qualifying deals and assign the relevant Datascope form to the specified user and location by the deal's follow-up deadline.
- 4Pick a recurring schedule, then choose where run reports should go.
- 5Test with one real deal and confirm the assignment details.
Questions about this workflow
Does Affinity start this automation immediately when a deal changes?
No. Affinity has no listed trigger events here, so this workflow uses a Notis schedule to check for qualifying deals.
What information must I provide?
Tell Notis how to identify a deal that needs a visit and which Datascope form, user, location, and deadline to use. If a needed value is absent from the returned data, supply it in your instruction.
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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