Fetch Ascora customer context before quoting
Start every quote with the customer context already in hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
Why this helps
Quotation preparation slows down when customer identity and history must be rechecked manually.
- Prepare quotes with verified context
- Reduce duplicate searches
- Give sales a focused brief
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Ascora in the Notis portal.
- 2Create an automation that retrieves the customer context requested in the webhook.
- 3Pick the webhook trigger and choose where reports should go.
- 4Test with one real customer reference.
Questions about this workflow
Does this create the quotation too?
No. This workflow retrieves customer context so another step can prepare the quote.
What context should I request?
Specify the customer identifiers and the relevant returned details you want summarized.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Ascora. A trigger fires from one place; an action lands in another.
0CodeKit triggers
Ascora actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Customer
Tool to delete a specific customer by id. use when you need to remove a customer after confirming its existence.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Quotation
Tool to create a new quotation. use when submitting a customer quote request via the ascora api.
Delete Customer
Tool to delete a specific customer by id. use after confirming the customer exists.
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
Get Jobs
Tool to retrieve jobs. use when you need to filter and paginate job listings from ascora.
Connect any two apps with Notis in the middle.
0CodeKit and Ascora, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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