Quote an approved control service
Convert an approved control action into a ready quotation request.
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
Service quotes are delayed when approved control work must be reentered manually.
- Moves approved work toward scheduling
- Keeps control context attached
- Reduces retyping
Setup
Build it in a few focused steps.
- 1Connect 21risk and Ascora once in the Notis portal.
- 2Create an automation named for approved control quotations.
- 3Tell Notis to create an Ascora quotation from the supplied approved control request and flag missing information.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real approved control request.
Questions about this workflow
What must the request contain?
Provide enough customer and service scope information for Ascora to create the quotation.
Can Notis identify missing details?
Yes. Ask it to report missing information before or after the quotation attempt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Ascora. A trigger fires from one place; an action lands in another.
21risk 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.
21risk and Ascora, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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