Find the right field form for a campaign follow-up
Locate the relevant Datascope form before you assign work or ask someone to collect field data.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Forms List
Lists available forms and tasks.
Why this helps
Choosing the wrong form can delay a campaign-related field check and create avoidable back-and-forth.
- Search the available form list using the stated follow-up need.
- Return candidate forms with enough context to choose the right one.
- Avoid assigning a task when the available forms do not clearly match.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Datascope once in the Notis portal.
- 2Create an automation in Automations, New Automation, or describe the outcome to Notis in plain language.
- 3Describe how to use the incoming handoff request to identify matching Datascope forms and report uncertainty.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real campaign follow-up request and confirm the suggested form is appropriate.
Questions about this workflow
Does this workflow assign the form?
No. It retrieves the available forms and identifies candidates. A separate assignment action can be used once the user, location, and deadline are known.
What should the webhook include?
Include a plain-language description of the field follow-up needed and any campaign or location context that helps distinguish among forms.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Datascope. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Datascope, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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