Get a Recurring Ascora Customer Directory Review
Have the customer list brought into your normal review routine, with Notis reports in a channel you already check.
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
Customer records are easy to overlook when checking the directory is another separate task on the list.
- Make customer-list review a recurring task.
- Review retrieved customer information from a chosen channel.
- Ask Notis to summarize the returned list for easier scanning.
Setup
Build it in a few focused steps.
- 1Connect Ascora once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3In one instruction, ask Notis to retrieve Ascora customers and summarize the returned list for review.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run.
Questions about this workflow
Does this update or clean up customer records?
No. The selected action retrieves the customer list. It does not change customer records.
Can the summary flag records missing a particular detail?
Only if that detail is present in the returned customer data. Tell Notis what to look for and it can report what the data supports.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Ascora. A trigger fires from one place; an action lands in another.
2chat 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.
2chat 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.