Skip to content
Notis

Keep signed work orders with the right Ascora job

When ActiveMerge produces a signed work order, send it to Notis with the job details so it can be attached to the matching Ascora record.

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

Signed work orders can get separated from the jobs and customer context they belong to.

  • Keep signed paperwork with the relevant job.
  • Reduce manual file handling after signature.
  • Use the job details in the request to find the right Ascora record.

Setup

Build it in a few focused steps.

  • 1Connect ActiveMerge and Ascora once in the Notis portal.
  • 2Create an automation in any Notis channel or in Automations, New Automation; describe attaching each completed signed work order to its matching Ascora job in one instruction.
  • 3Choose the Notis webhook trigger and a report channel. Have the calling system send the work order and identifying job details in its request.
  • 4Test with one real signed work order and confirm the attachment appears on the intended Ascora job.

Questions about this workflow

Does ActiveMerge provide a native Notis trigger for this workflow?

No. Start the automation with a Notis webhook, and have a calling system send the request when the signed work order is ready.

What does the webhook request need to include?

Include the document to attach and enough job-identifying information for Notis to locate the intended Ascora job.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link ActiveMerge to Ascora. A trigger fires from one place; an action lands in another.

ActiveMerge triggers

Ascora actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Note

Adds a note to an entity using its valid system ID.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Quotation

Create a new quotation or enquiry for a customer.

ActionInstant

Create or Update Contact

Creates or updates a customer contact.

ActionInstant

Create or Update Customer

Creates a customer or updates an existing customer’s details.

ActionInstant

Get Customers

Retrieve all customers.

ActionInstant

Create or Update Supplier

Creates a supplier or updates an existing supplier’s details.

ActionInstant

Get Jobs

Retrieve a list of jobs.

ActionInstant

Delete Customer

Deletes a customer after confirming the customer exists.

ActionInstant

Connect any two apps with Notis in the middle.

ActiveMerge and Ascora, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

Save your first hour today.

7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Ascora.