Make quote follow-up easier to pick up
Create a concise note on quotes that meet your chosen follow-up criteria, so the next step is visible in Ascora.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Note
Adds a note to an entity using its valid system ID.
Why this helps
Quotes can go quiet when follow-up depends on remembering to check a separate list.
- Create a repeatable review rhythm.
- Keep follow-up context with the quote.
- Use returned quote status and dates to identify records for review.
Setup
Build it in a few focused steps.
- 1Connect Abyssale and Ascora once in the Notis portal.
- 2Create an automation for recurring quote follow-up review.
- 3Tell Notis to review available Ascora quote data and add a follow-up note to selected existing quote entities, using only supplied criteria.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Run one real example and review the note and selected quote.
Questions about this workflow
How does this use Abyssale?
Abyssale has no trigger event in this workflow package. This workflow starts on a Notis schedule and acts on Ascora quote data.
Can Notis decide which quotes are overdue without criteria?
No. Provide the follow-up criteria, such as a date threshold or statuses to review. The workflow should not assume an unprovided baseline.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abyssale to Ascora. A trigger fires from one place; an action lands in another.
Abyssale triggers
Ascora actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Note
Adds a note to an entity using its valid system ID.
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
Creates or updates a customer contact.
Create or Update Customer
Creates a customer or updates an existing customer’s details.
Get Customers
Retrieve all customers.
Create or Update Supplier
Creates a supplier or updates an existing supplier’s details.
Get Jobs
Retrieve a list of jobs.
Delete Customer
Deletes a customer after confirming the customer exists.
Connect any two apps with Notis in the middle.
Abyssale and Ascora, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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