Get a scheduled view of Ascora quotes
Set a regular review so quote status and customer details arrive in a run report without another manual search.
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 awaiting attention are easy to overlook when checking them means opening another system.
- Review quote data in one scheduled report.
- Spot quotes whose returned status may need attention.
- Reduce repeated manual searches in Ascora.
Setup
Build it in a few focused steps.
- 1Connect Ascora in the Notis portal; connect a report destination if needed.
- 2Create an automation in any Notis channel or in Automations, New Automation, and ask Notis to retrieve quotes and summarize statuses and possible follow-ups from returned data.
- 3Choose the recurring schedule and where run reports should go.
- 4Test with one real run and confirm the report reflects the Ascora quotes returned.
Questions about this workflow
Can it tell which quotes are overdue?
Only if the returned quote data includes dates and status, or you provide the criteria. The workflow cannot assume a missing deadline or follow-up rule.
Does this workflow modify quotes?
No. It retrieves quotes and summarizes the returned data in the run report.
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
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.