Connect Salesforce to Datascope

When something happens in Salesforce, Notis takes the next step in Datascope. Describe what you want in plain English, or start from one of the examples below.

When this happens · Trigger

Do this · Action

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Examples

Ways Notis can move work from Salesforce to Datascope

View example

Register New Salesforce Sites in Datascope

Create a Datascope location when a Salesforce account represents a physical site and includes usable coordinates.

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Check New Salesforce Leads Against Datascope Customers

Look up the Datascope customer list when a Salesforce lead arrives to help spot existing customer relationships before follow-up.

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Review Opportunity Risks with Datascope Ticket Types

When an opportunity changes, retrieve Datascope ticket types to give the deal review a useful field-issue checklist.

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Add Recent Datascope Findings to Salesforce Task Reviews

When a Salesforce task is completed, retrieve the latest Datascope tickets for quick operational context in the run report.

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Get a Weekly Pulse on Datascope Form Answers

On a recurring schedule, retrieve recent Datascope form answers and have Notis summarize submissions that may need attention.

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Review Datascope Answers with Submission Context

Schedule a metadata-rich Datascope answer review with form, user, timestamp, and GPS context for better operational triage.

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Bring Datascope Location Context to Contact Updates

When a Salesforce contact changes, retrieve Datascope locations to help Notis identify relevant field-site context for review.

View example

Review Generated Datascope Files on Request

Start a Notis webhook to retrieve Datascope files for a supplied date range and summarize what is available for review.

Supported Triggers and Actions

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

Salesforce 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

Account Created or Updated

Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.

TriggerPolling

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

Contact Updated

Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.

TriggerPolling

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

Record Updated (Generic SObject)

Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.

TriggerPolling

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

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

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

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

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

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

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

Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event

Works with

ZapierPipedream

Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only

Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match

Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation

Cost

$ · pay per run

$$ · AI models per run

Reliability

Breaks on schema change

Adapts to format changes

Setup

Click 8 dropdowns

Describe it in English

Handles fuzzy

Hard-coded fields only

Reads intent, summarises

Human in loop

Bolted on

Built in · approval inbox

Maintenance

You own every break

Self-heals · we own it

Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"

Condition✦Status = "Blocked"

AI step✦Summarise the blocker in plain English

ActionDM the row owner with summary

Timeout✦No reply in 24h → ping you

Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.