Keep certified customer contacts current
When a recipient's details change, Notis can update the related Ascora contact using the customer ID and contact details provided.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create or Update Contact
Creates or updates a customer contact.
Why this helps
Contact details can drift between the credential record and the customer record, making follow-up harder than it needs to be.
- Refresh contact details from a credential update without retyping them.
- Keep the contact associated with its Ascora customer.
- Support more reliable follow-up with available email and phone details.
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 recipient contact details change, create or update that contact under the Ascora customer ID provided, using only the available details.
- 4Choose the webhook trigger and where run reports should go.
- 5Send one real contact update with a valid customer ID and review the contact in Ascora.
Questions about this workflow
What information is required?
The action requires a valid Ascora customer ID. Provide the ID and the recipient contact details available from Accredible or the webhook.
Can it select the default contact?
The action accepts an optional default contact flag. State the intended setting in your instruction when that information is available and appropriate.
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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