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Notis

Create an Ascora quotation from each inbound request

Capture quote requests as they arrive and ask Notis to prepare the Ascora quotation without switching between inboxes and job software.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

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 in a form or intake queue while someone manually transfers the details into Ascora.

  • Reduce manual copying from request intake into Ascora.
  • Keep quotation creation tied to the original request.
  • Review the run report for requests that need clarification.

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 use the incoming request details to create an Ascora quotation, and state what to do when required details are missing.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real quote request and review the result.

Questions about this workflow

What starts this workflow?

An HTTP request starts the Notis webhook trigger. Ably has no listed trigger event for this package.

Will it create a quotation when key details are missing?

Tell Notis in the instruction to pause and report missing information. The quotation tool creates a new quotation, so review the test run before relying on it.

Can this workflow confirm that the request is from an existing Ascora customer?

The listed quotation action creates a quotation. It does not include a customer lookup in the same workflow.

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.

TriggerScheduled

Delete Customer

Tool to delete a specific customer by id. use when you need to remove a customer after confirming its existence.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Quotation

Tool to create a new quotation. use when submitting a customer quote request via the ascora api.

ActionInstant

Delete Customer

Tool to delete a specific customer by id. use after confirming the customer exists.

ActionInstant

Get Customers

Tool to retrieve a list of customers. use after authenticating with your api key.

ActionInstant

Get Jobs

Tool to retrieve jobs. use when you need to filter and paginate job listings from ascora.

ActionInstant

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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