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Bring a Datascope location detail into deal handoffs

Put a relevant location record in the handoff report when a deal changes stage, using the location identifier your team supplies.

Trigger

Deal Stage UpdatedTrigger

Deal Stage UpdatedTrigger

Action

Get List Element

Tool to retrieve a specific element from a metadata list by type and ID. Use when you need to fetch detailed information about a specific list element such as locations, products, or other metadata objects.

Why this helps

A handoff can stall when people need to find a known operating location record before they can coordinate next steps.

  • Retrieve a specific Datascope location record on stage updates.
  • Keep the supplied record identifier with the automation instruction.
  • Give the handoff team details in the run report.

Setup

Build it in a few focused steps.

  • 1Connect HubSpot and Datascope once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name the location review.
  • 3Describe the Datascope list type and element ID to retrieve for each deal stage update.
  • 4Pick the HubSpot Deal Stage Updated trigger and choose a report channel.
  • 5Test with one real deal update and the intended Datascope element ID.

Questions about this workflow

Can the location ID be inferred from the deal?

Only if the deal event provides the needed identifier. Otherwise supply the element ID in the instruction or another available context; do not assume a match.

Does this change the Datascope location?

No. Get List Element retrieves details for a specified metadata list item.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Hubspot to Datascope. A trigger fires from one place; an action lands in another.

Hubspot triggers

Datascope actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Location

Tool to create a new location in DataScope with geographic coordinates. Use when you need to register a physical location with name and code identifiers.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get All Answers V2

Tool to retrieve last answers from Datascope forms (limit 200 per request). Use when you need to fetch form submissions with optional filtering by form, user, date range, or location. Supports pagination via offset parameter for retrieving additional batches.

ActionInstant

Contact Created Trigger

Contact Created Trigger

TriggerInstant

Get All Answers With Metadata

Tool to retrieve all answers with metadata from the DataScope platform. Returns up to 600 form answers with form metadata, user information, timestamps, and GPS coordinates. Use when you need to fetch submission data with filtering options by form, user, date range, or location.

ActionInstant

Deal Stage UpdatedTrigger

Deal Stage UpdatedTrigger

TriggerInstant

Get all list elements

Tool to retrieve all items from a specific metadata list in Datascope. Use when you need to fetch all elements belonging to a particular list type (products, locations, customers, etc.).

ActionInstant

Get All Locations

Tool to retrieve all locations configured in the DataScope system. Use when you need to access location data including addresses, coordinates, and company associations.

ActionInstant

Get Last Tickets

Tool to retrieve the last 5 tickets (findings) from the DataScope system. Use when you need to view recent tickets or findings.

ActionInstant

Get List Element

Tool to retrieve a specific element from a metadata list by type and ID. Use when you need to fetch detailed information about a specific list element such as locations, products, or other metadata objects.

ActionInstant

Get Ticket Types

Tool to retrieve available ticket types (findings types) from the DataScope system. Use when you need to access the list of ticket type configurations.

ActionInstant

Connect any two apps with Notis in the middle.

Hubspot and Datascope, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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