Keep an eye on your Ascora customer directory
Schedule a customer directory review and let Notis organize the retrieved list into a report you can scan when it suits you.
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 them depends on someone remembering to open the system and browse manually.
- Put directory reviews on a recurring schedule.
- Get a Notis report based on retrieved Ascora customers.
- Use returned data to spot records that merit manual attention.
Setup
Build it in a few focused steps.
- 1Connect Ably and Ascora once in the Notis portal.
- 2Create an automation in Automations, New Automation, and choose a name.
- 3In one instruction, tell Notis to retrieve Ascora customers and summarize useful patterns or records that need review based on available data.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and confirm the report is actionable.
Questions about this workflow
Will this identify outdated customer records?
Only if the retrieved customer data includes details that show a record may be outdated, or you provide the criteria in your instruction.
Does this update customer records?
No. Get Customers retrieves a list. The listed Ascora actions do not include an update customer action.
Can the workflow run daily or weekly?
Choose the recurring schedule that fits your review routine in the Notis automation setup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ably to Ascora. A trigger fires from one place; an action lands in another.
Ably 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.
Ably and Ascora, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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