Schedule field audits for sites with web issues
Give recurring checks a clear next step when a site page points to an issue that needs a field audit.
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
Recurring monitoring can surface the same operational concern without creating an owner or a deadline to verify it.
- Review selected site pages on a recurring schedule.
- Create a Datascope assignment when a finding warrants an audit.
- Carry forward available source context to reduce investigation time.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Datascope once in the Notis portal.
- 2Create an automation in Notis and name it for scheduled site audits.
- 3Tell Notis to use Agenty to review the selected pages and create a Datascope assignment for verified issues, using the specified form, user, location, and deadline.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real site issue and confirm the task assignment.
Questions about this workflow
Can Notis assign the task without a form, user, location, or deadline?
The Create Task Assignment action is for a specific form, user, location, and deadline. Provide these details in your instruction or ensure they are available from the source context.
Will every page finding create a task?
The instruction can ask Notis to assign only findings that meet your stated criteria. Any criteria or history not available in the Agenty results must be provided.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Datascope. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Datascope, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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