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Fetch Datascope records for new Pipedrive deals

Bring the exact operational record into view at the moment a deal starts.

Trigger

New Deal Received Trigger

Triggered when a new deal is created in Pipedrive

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

People manually search Datascope for the record connected to each new opportunity.

  • Speeds deal enrichment
  • Reduces record hunting
  • Creates a consistent handoff

Setup

Build it in a few focused steps.

  • 1Connect Pipedrive and Datascope in Notis once.
  • 2Create an automation named Deal record fetch.
  • 3Tell Notis to fetch the Datascope list element identified by each new deal and summarize its details.
  • 4Pick the Pipedrive New Deal Received trigger.
  • 5Choose a report channel and test with one real deal.

Questions about this workflow

Where does the element ID come from?

It must be present in the deal event or supplied in your instruction.

What happens if the ID is missing?

Notis can report the missing identifier instead of guessing.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Pipedrive 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

New Deal Received Trigger

Triggered when a new deal is created in Pipedrive

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

New Note Received Trigger

Triggered when a new note is created in Pipedrive

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

New Organization Received Trigger

Triggered when a new organization is created in Pipedrive

TriggerInstant

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.

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

When this happens · Trigger

Do this · Action

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