Prepare scheduled compliance quotations
Keep approved service requests moving toward customer quotes.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Quotation
Tool to create a new quotation. use when submitting a customer quote request via the ascora api.
Why this helps
Quote requests can sit untouched when review queues are checked irregularly.
- Checks for quote ready requests regularly
- Reduces queue buildup
- Flags incomplete requests
Setup
Build it in a few focused steps.
- 1Connect 21risk and Ascora once in the Notis portal.
- 2Create an automation named for scheduled compliance quotations.
- 3Tell Notis to create Ascora quotations for approved 21risk service requests available to the scheduled run and report missing details.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real scheduled run.
Questions about this workflow
Where do approved requests come from?
Provide or expose them in the scheduled run context used by your Notis automation.
What if no request is ready?
Notis can report that no eligible request was found.
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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