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Notis

See your Ascora jobs in a regular overview

Have Notis retrieve job listings on a schedule and surface useful details in a run report.

Trigger

Recurring schedule

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

Action

Get Jobs

Retrieve a list of jobs.

Why this helps

A busy day makes it easy to miss changes or important details across a long job list.

  • Get a recurring summary of returned jobs.
  • Review job information without repeatedly opening Ascora.
  • Use one run report to catch up on the current job list.

Setup

Build it in a few focused steps.

  • 1Connect Ascora in the Notis portal and choose a report destination.
  • 2Create an automation from any Notis channel or Automations, New Automation, and describe the job overview you want from the returned Ascora listings.
  • 3Choose the recurring schedule and report channel.
  • 4Test once and confirm the summary uses only details returned by Ascora.

Questions about this workflow

Can I ask for jobs matching a particular status?

The Get Jobs action supports filtering and pagination. Describe the criteria in your instruction, and the summary can only use data the action returns.

Does the report include a baseline comparison?

Only if you provide a baseline or the connected data includes the history needed to compare.

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

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