Carry Acculynx Job Documents into Ascora
Keep plans and job documents with the Ascora record where they are needed.
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
Documents stored with project details can be hard to find when the job is managed elsewhere.
- Reduce manual document re-uploading.
- Keep an attachment associated with its Ascora entity.
- Report when a file or entity reference is missing.
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 attach the incoming Acculynx document to the identified Ascora entity, using an accessible file and valid entity details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real document and confirm the attachment appears on the intended Ascora record.
Questions about this workflow
Does this copy documents directly from Acculynx?
The workflow needs the incoming request to provide a file or accessible document reference and enough information to identify the Ascora entity.
Which Ascora records can receive attachments?
The upload action supports an entity such as a quote, job, or customer, subject to valid entity details.
What happens if the file is inaccessible?
The attachment cannot be uploaded; review the run report and provide an accessible file.
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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