Keep Ascora contacts current after form completion
After a customer completes an ActiveMerge form, send the submitted contact details to Notis to update their Ascora record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create or Update Contact
Creates or updates a customer contact.
Why this helps
Contact updates captured during document workflows can be left in a file instead of reaching the customer record.
- Carry submitted contact details into Ascora.
- Reduce copy and paste from completed forms.
- Keep customer contact records aligned with collected information.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Ascora once in the Notis portal.
- 2Create an automation from any Notis channel or Automations, New Automation, and describe updating the Ascora contact from a completed form request.
- 3Choose the Notis webhook trigger and report channel; send the customer reference and submitted contact details in the request.
- 4Test with one real completed form and verify the intended contact in Ascora.
Questions about this workflow
Does ActiveMerge provide the trigger event?
No ActiveMerge trigger events are listed. The workflow starts when a system sends a request to the Notis webhook.
What does Ascora need to update a contact?
The action requires a valid Ascora customer ID and accepts contact details such as name, email, and phone numbers.
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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