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Notis

Create an Ascora quotation from quote intake

Move from request to quotation while the details are still fresh.

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

Quote opportunities cool off when intake messages wait for a manual re-entry step.

  • Reduce re-entry from intake channels.
  • Keep quote handling consistent.
  • Respond while customer context is current.

Setup

Build it in a few focused steps.

  • 1Connect 1Password and Ascora in the Notis portal once.
  • 2Create the automation and describe the quotation outcome in one instruction.
  • 3Pick a Notis webhook as the trigger.
  • 4Choose where run reports go.
  • 5Test it with one real quote intake payload.

Questions about this workflow

Can this validate the customer first?

Ask Notis to use available customer context and explain the validation rule, but action 1006 itself creates the quotation.

What if intake is incomplete?

Tell Notis to report missing details and stop before creating the quotation.

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.

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.

1password and Ascora, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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