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Notis

Put certificate files on the right Ascora record

If your webhook includes a certificate file and a valid Ascora entity ID, Notis can attach the file to the relevant record for easier retrieval.

Trigger

Webhook received

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

Action

Upload Attachment

Uploads a file attachment to an existing entity.

Why this helps

A certificate file stored away from the customer or job record can take extra searching when someone needs it.

  • Keep a provided certificate file close to its related Ascora entity.
  • Make credential documentation easier for the team to retrieve.
  • Reduce manual file handling after certificate issuance.

Setup

Build it in a few focused steps.

  • 1Connect Accredible certificates and Ascora once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3Tell Notis: When an issued certificate file is provided, attach it to the related Ascora entity using the valid entity ID in the event.
  • 4Choose the webhook trigger and where run reports should go.
  • 5Send one real event with an attachment and valid entity ID, then confirm the file appears on the record.

Questions about this workflow

Does Accredible provide a file automatically?

The workflow can only attach a file that the webhook or connected source makes available. Confirm that your event supplies an attachment in a form Ascora accepts.

Which Ascora records can receive an attachment?

The action supports an entity such as a quote, job, customer, or another supported entity, and requires its valid ID.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Accredible certificates to Ascora. A trigger fires from one place; an action lands in another.

Accredible certificates triggers

Ascora actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Note

Adds a note to an entity using its valid system ID.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Quotation

Create a new quotation or enquiry for a customer.

ActionInstant

Create or Update Contact

Creates or updates a customer contact.

ActionInstant

Create or Update Customer

Creates a customer or updates an existing customer’s details.

ActionInstant

Get Customers

Retrieve all customers.

ActionInstant

Create or Update Supplier

Creates a supplier or updates an existing supplier’s details.

ActionInstant

Get Jobs

Retrieve a list of jobs.

ActionInstant

Delete Customer

Deletes a customer after confirming the customer exists.

ActionInstant

Connect any two apps with Notis in the middle.

Accredible certificates and Ascora, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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