Run a careful monthly customer cleanup
Keep customer records tidy with a deliberate review cadence and an explicit confirmation step.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Delete Customer
Tool to delete a specific customer by id. use when you need to remove a customer after confirming its existence.
Why this helps
Stale records accumulate because cleanup is easy to postpone and risky to do ad hoc.
- Create a repeatable cleanup checkpoint.
- Require confirmation before deletion.
- Reduce clutter in customer records.
Setup
Build it in a few focused steps.
- 1Connect 1Password and Ascora in the Notis portal once.
- 2Create an automation describing the review and confirmed deletion outcome.
- 3Pick a monthly schedule as the trigger.
- 4Choose the report destination.
- 5Test it with one confirmed obsolete customer.
Questions about this workflow
Will it delete every old customer automatically?
No. Instruct Notis to delete only records that meet your explicit confirmation rule and to report candidates first when needed.
Why is action 1005 used here?
Action 1005 deletes a specific customer by id after confirming that the customer exists.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 1password to Ascora. A trigger fires from one place; an action lands in another.
1password 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.
1password and Ascora, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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