Create Ascora quotations from service quote requests
Get a submitted quote request into the estimating workflow with less inbox triage and rekeying.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Quotation
Create a new quotation or enquiry for a customer.
Why this helps
Quote requests can sit in marketing workflows while the team waits for someone to recreate them in Ascora.
- Create an Ascora quotation from an incoming request.
- Keep request details together in the service workflow.
- Reduce the time between lead capture and quote preparation.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Ascora once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create an Ascora quotation from each service quote request webhook, using only details supplied and flagging missing quote information in the run report.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real quote request and review the resulting quotation in Ascora.
Questions about this workflow
Will Notis fill in quote details that were not submitted?
No. The workflow can use only details in the webhook. Ask Notis to report missing information so the team can complete the quotation.
Does this submit a final price to the customer?
The listed action creates an Ascora quotation. The workflow does not send a customer email unless another supported action is added.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Ascora. A trigger fires from one place; an action lands in another.
Active campaign 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.
Active campaign and Ascora, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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