Find customer records in Ascora from an inbound request
Send a customer search request to Notis and get a report based on Ascora's customer list, without manually browsing records first.
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
Finding the right customer can take repeated searching when a request arrives outside the system that holds the customer records.
- Start a lookup from an HTTP request.
- Use the available Ascora customer retrieval action.
- Review possible matches before making a customer decision.
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 name it.
- 3In one instruction, tell Notis to retrieve Ascora customers and compare the returned list with the request details, reporting possible matches for review.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real customer lookup request and review the matches.
Questions about this workflow
Does the workflow search only the customer named in the request?
The listed action retrieves a list of customers. Notis can analyze the returned data against request details, but no specific search filters are assumed.
Will it delete duplicate customer records?
No. This workflow only retrieves customers and reports possible matches. Deletion requires a separate instruction and careful confirmation.
What should the request include?
Include enough identifying details for Notis to compare with returned customer records, such as the name or contact details you have available.
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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