Get investor meeting sites ready for field work
Send a meeting request to Notis and have it create the location your Datascope field workflow needs.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Location
Creates a location with geographic coordinates.
Why this helps
Meeting details may live in a deal record or message while field teams need a consistent Datascope location to complete their forms.
- Create a Datascope location from a single webhook request.
- Keep meeting sites available to location-based field workflows.
- Avoid re-entering location identifiers in multiple tools.
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 a Datascope location for an investor meeting request, using the provided name, code, and geographic coordinates.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real example and confirm the new location.
Questions about this workflow
Will this run when an Affinity record changes?
Affinity has no listed trigger events in this package. A Notis webhook starts this workflow when an HTTP request is sent to it.
Are coordinates inferred from the meeting address?
Do not assume that. Provide the geographic coordinates in the webhook request or instruction if they are needed to create the location.
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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