Identify WhatsApp Inquiries from Existing Ascora Customers
Know whether a new WhatsApp conversation may belong to an existing customer before deciding what to do next.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
Why this helps
A familiar customer can look like a new lead when their WhatsApp number or name is not immediately recognizable.
- Reduce manual searching when a customer starts a chat.
- See the customer lookup result in a run report.
- Keep new inquiries and existing customer conversations easier to distinguish.
Setup
Build it in a few focused steps.
- 1Connect 2chat and Ascora once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3In one instruction, ask Notis to look up the WhatsApp sender in Ascora customers and report likely matches or no clear match.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real WhatsApp inquiry.
Questions about this workflow
Will this workflow create or update a customer record?
No. The selected Ascora action retrieves customers. It can report what it finds, but it does not create or update customer records.
What if the sender's number is not in the returned customer data?
Ask Notis to report that there is no clear match rather than infer a customer identity.
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
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