Turn document requests into Ascora customer records
When an onboarding request is ready for documents, send its customer details to Notis to create or update the Ascora record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create or Update Customer
Creates a customer or updates an existing customer’s details.
Why this helps
Re-entering customer details from document workflows creates duplicate records and slows down onboarding.
- Reduce repeated customer data entry.
- Create or update the Ascora record from one onboarding request.
- Keep document preparation and customer setup connected.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Ascora once in the Notis portal.
- 2Create an automation in a Notis channel or Automations, New Automation, and describe creating or updating the Ascora customer from the request.
- 3Choose the Notis webhook trigger and report channel; have the caller send customer details when the onboarding request is ready.
- 4Test with one real request and verify the correct Ascora customer record was created or updated.
Questions about this workflow
Does this trigger when an ActiveMerge template is used automatically?
ActiveMerge has no native trigger event listed here. A Notis webhook request must start the workflow.
What if the customer already exists?
Ascora's Create or Update Customer action can update an existing customer when the request identifies the matching record.
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.
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.
ActiveMerge and Ascora, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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