Review new leads against your Ascora customer list
Give each new lead a quick identity check and customer-list comparison, so you can review possible existing records before following up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Customers
Retrieve all customers.
Why this helps
A new lead can look like a new customer when their details are already in Ascora under a different spelling or address.
- Flag possible existing customer records for human review.
- Check submitted email validity before spending time on follow-up.
- Use the returned Ascora customer list as the comparison source.
Setup
Build it in a few focused steps.
- 1Connect Abstract and Ascora once in the Notis portal.
- 2Create an automation in the portal, or tell Notis from any channel to create one.
- 3Describe the outcome in one instruction: validate the submitted email with Abstract, retrieve Ascora customers, and report likely matches for review without changing records.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real lead and check the match suggestions in the run report.
Questions about this workflow
Will this merge or update customer records?
No. The available action retrieves customers. The workflow can report possible matches, but does not merge or update records.
What information is compared?
Notis can compare the incoming details with fields returned by Ascora. Ask it to use only fields present in the request and returned customer data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abstract to Ascora. A trigger fires from one place; an action lands in another.
Abstract triggers
Ascora actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Note
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Quotation
Create a new quotation or enquiry for a customer.
Create or Update Contact
Create or Update Customer
Get Customers
Retrieve all customers.
Create or Update Supplier
Get Jobs
Retrieve a list of jobs.
Delete Customer
Connect any two apps with Notis in the middle.
Abstract and Ascora, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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