Skip to content
Notis

Run a quarterly Ascora customer database check

Keep customer data review on the calendar without another spreadsheet project.

Trigger

Recurring schedule

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

Action

Get Customers

Tool to retrieve a list of customers. use after authenticating with your api key.

Why this helps

Periodic database checks are easy to forget until reporting or planning exposes gaps.

  • Keep periodic reviews on track
  • Prepare planning context
  • Reduce forgotten audits

Setup

Build it in a few focused steps.

  • 1Connect 0CodeKit and Ascora in the Notis portal.
  • 2Create a scheduled automation describing the quarterly customer review and summary.
  • 3Pick the cron trigger and select a report destination.
  • 4Test with one real run and confirm the report format.

Questions about this workflow

What baseline should the review use?

Provide the segments, dates, or quality criteria you want the review to assess.

Does it edit the database?

No. It retrieves customers and summarizes the returned data.

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.

TriggerScheduled

Delete Customer

Tool to delete a specific customer by id. use when you need to remove a customer after confirming its existence.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Quotation

Tool to create a new quotation. use when submitting a customer quote request via the ascora api.

ActionInstant

Delete Customer

Tool to delete a specific customer by id. use after confirming the customer exists.

ActionInstant

Get Customers

Tool to retrieve a list of customers. use after authenticating with your api key.

ActionInstant

Get Jobs

Tool to retrieve jobs. use when you need to filter and paginate job listings from ascora.

ActionInstant

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

Save your first hour today.

7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Ascora.