Turn a document request into an Ascora quotation
Send the request and quote details to Notis when a customer needs pricing, then create the quotation in Ascora.
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
A quote request captured during document preparation can get stuck between the form and the system where quotes are managed.
- Move quote requests into Ascora sooner.
- Keep the original request connected to quotation creation.
- Reduce duplicate entry between document and quoting work.
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 Automations, New Automation, and describe creating an Ascora quotation from the supplied request details.
- 3Choose the Notis webhook trigger and report channel; have the caller send the quote information when the request is ready.
- 4Test with one real quote request and confirm the quotation details in Ascora.
Questions about this workflow
Does the workflow infer quote pricing from a document?
It can use only quote details supplied in the request or available to the automation. Provide pricing inputs and any rules that should be applied.
Does ActiveMerge trigger this automatically?
ActiveMerge has no native trigger event listed. A caller must send the request to the Notis webhook.
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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