Review Ascora quotes for follow-up
Start the day with a focused view of quote records that may need a next step.
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
Quotes can go quiet when follow-up depends on someone remembering to check another system.
- Review quote records on a recurring schedule.
- Surface candidate follow-ups in a run report.
- Reduce routine checking across marketing and service tools.
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 review Ascora quotes returned by the quotes action and report records that match your stated follow-up criteria, without assuming missing history or status.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real scheduled run and check the reported quotes against Ascora.
Questions about this workflow
Can this tell whether a customer has already been contacted?
Only if that information is present in the returned data or supplied to the workflow. The listed quote action does not provide ActiveCampaign contact history.
Can the workflow send the follow-up email?
No. The listed Ascora action retrieves quotes. This workflow reports candidates so your team can decide on the next step.
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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