Turn an Agile CRM site request into a Datascope location
Capture each new customer site in Datascope without switching tools or retyping its details.
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
New site details can sit in CRM notes instead of reaching the field operations system.
- Reduce duplicate entry when onboarding a physical site.
- Keep new site registration tied to the customer context in Agile CRM.
- Use run reports to spot requests missing required location details.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Datascope once in Notis.
- 2Create an automation in Notis and give it a clear name.
- 3Tell Notis to create a Datascope location from an incoming Agile CRM site request, using only supplied name, code, and coordinates.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real request that includes valid location details.
Questions about this workflow
Does Agile CRM provide a native trigger for this workflow?
No. Start it with a Notis webhook, which runs when an HTTP request reaches the automation.
Where do the location details come from?
The incoming request must provide the location name and code identifiers, along with geographic coordinates required to create the location.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Datascope. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Datascope, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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