Build a monthly Ascora customer snapshot
Turn customer data into a dependable monthly planning moment.
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
Planning suffers when customer context is rebuilt from scattered systems every month.
- Create a consistent planning artifact.
- Reduce repeated customer list exports.
- Spot changes worth discussing.
Setup
Build it in a few focused steps.
- 1Connect 1Password and Ascora in the Notis portal once.
- 2Create an automation describing the snapshot and analysis.
- 3Pick a monthly schedule as the trigger.
- 4Choose where run reports go.
- 5Test it with one real monthly snapshot.
Questions about this workflow
Can it compare to last month?
Only if you provide the prior snapshot or another baseline, because the action returns the current customer list.
Can the output be concise?
Yes. Ask for a short summary with only the changes or decisions you care about.
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
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.