Stay on Top of Quotes Across Acculynx and Ascora
Get a focused review of quote requests and existing Ascora quotes on a cadence that suits your team.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Quotes
Lists quotes, optionally filtered by status, date or customer.
Why this helps
Quote follow-up is easy to miss when requests and quote status live in different systems.
- Gather relevant quote information for a scheduled review.
- Spot requests that may need attention.
- Receive a concise run report without assuming missing status data.
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 review available Acculynx quote request details against Ascora quotes and summarize potential follow-ups, noting when a match is uncertain.
- 4Pick the recurring schedule trigger and choose where run reports should go.
- 5Test with one real quote request and confirm the summary reflects the available records.
Questions about this workflow
Does this automatically send reminders to customers?
No. It summarizes potential follow-ups for review and does not send customer messages.
Can it know whether an Ascora quote is accepted?
It can use the quote status returned by Ascora when available. It should report missing or ambiguous information rather than assume.
How often does it run?
You choose a recurring schedule in the Notis automation setup.
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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