Turn certified recipients into Ascora customers
When a credential recipient is also a customer, Notis can use the Accredible update to create or refresh their Ascora customer record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create or Update Customer
Creates a customer or updates an existing customer’s details.
Why this helps
Teams may have recipient details in Accredible but lack a current customer record in the system used to manage service work.
- Create or refresh customer details from the recipient information available.
- Reduce duplicate entry between credential and service records.
- Keep customer contact and address information in Ascora more current.
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 a certificate is issued to a customer or organization, create or update its Ascora customer record using the recipient details provided.
- 4Choose the webhook trigger and where run reports should go.
- 5Send one real certificate event and review the customer record in Ascora.
Questions about this workflow
Will every certificate recipient become an Ascora customer?
Only use this workflow when certificate recipients are intended to be customers. The event should provide enough information to identify the customer and create or update the record.
Does this action create a contact record too?
The selected action creates or updates a customer and accepts optional contact details. It does not use the separate contact action.
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.
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.
Accredible certificates and Ascora, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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