Turn a sales brief into an Ascora quotation
Move from agreed scope to a ready Ascora quotation with less retyping.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Quotation
Tool to create a new quotation. use when submitting a customer quote request via the ascora api.
Why this helps
Sales handoffs lose momentum when approved scope must be recreated manually in the quoting tool.
- Speed up sales handoffs
- Preserve approved scope
- Reduce transcription errors
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Ascora in the Notis portal.
- 2Create an automation instructing Notis to create a quotation from the incoming sales brief.
- 3Pick the webhook trigger and choose the report destination.
- 4Test with one approved sales brief and verify the quotation.
Questions about this workflow
Can the brief include line items?
Yes. Include the line items and required customer details in the incoming request.
What if the brief is incomplete?
Have Notis report missing information instead of creating the quotation.
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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