Check new leads against your Datascope customer list
When a Salesforce lead is created, have Notis retrieve the Datascope customer list and identify possible matches for your review.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
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.).
Why this helps
A lead can get duplicate outreach when existing customer information lives in a separate field system.
- Bring customer list context into lead review.
- Flag possible existing relationships before outreach.
- Keep matching decisions visible in a run report.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Datascope once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
- 3In one instruction, ask Notis to retrieve the Datascope customer list for each new Salesforce lead and report possible matches using the available lead and list details.
- 4Pick the New Lead trigger and choose where run reports should go.
- 5Test with one real lead and review the possible matches.
Questions about this workflow
Does this create or merge customer records?
No. The Datascope action retrieves list elements; ask Notis to report possible matches for a person to review.
What if the lead has little identifying information?
Notis can only compare available details. The report should make uncertainty clear when there is not enough information.
When this happens · Trigger
Do this · Action
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.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.).
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.
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.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Connect any two apps with Notis in the middle.
Salesforce and Datascope, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Datascope.