Spot Customer Record Gaps Across Acculynx and Ascora
Get a recurring view of lead and customer records that may need a closer look.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Customers
Retrieve all customers.
Why this helps
New leads can be overlooked or entered twice when customer information is spread across systems.
- Surface likely unmatched leads for review.
- Identify possible duplicate customers without deleting records.
- Keep record reconciliation in a recurring report.
Setup
Build it in a few focused steps.
- 1Connect Acculynx and Ascora once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language from any channel.
- 3In one instruction, ask Notis to compare available Acculynx leads with Ascora customer records and report likely missing or duplicate matches without deleting records.
- 4Pick the recurring schedule trigger and choose where run reports should go.
- 5Test with a small real set and review the matches before acting on them.
Questions about this workflow
Does this automatically remove duplicate customers?
No. It reports possible duplicates for review and does not delete customer records.
What does it compare?
It uses available lead details and Ascora customer information. A reliable match depends on identifying details being present.
How is this different from a webhook workflow?
This workflow runs on a schedule to review records in batches rather than starting from a single incoming HTTP request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Ascora. A trigger fires from one place; an action lands in another.
Acculynx 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.
Acculynx and Ascora, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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