Retire confirmed Ascora records quarterly
Use a slower, deliberate cadence for record retirement that deserves extra review.
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 after confirming the customer exists.
Why this helps
Quarterly data hygiene is often forgotten until stale records become a larger problem.
- Create a recurring governance checkpoint.
- Separate candidate review from deletion.
- Keep old records from piling up indefinitely.
Setup
Build it in a few focused steps.
- 1Connect 1Password and Ascora in the Notis portal once.
- 2Create an automation describing the quarterly review and confirmed deletions.
- 3Choose a quarterly schedule as the trigger.
- 4Select where reports should be delivered.
- 5Test it with one reviewed record.
Questions about this workflow
How is this different from a daily cleanup?
The quarterly cadence suits deliberate record retirement with more review time and a broader scope.
Which delete action does it use?
It uses action 1007 to delete a specific customer after confirming existence.
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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