Keep campaign follow-up context in Ascora
Campaign results are easier to act on when the useful context is beside the customer record. Set a schedule and tell Notis what results to summarize and document.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Note
Adds a note to an entity using its valid system ID.
Why this helps
Campaign performance and customer history live in separate places, making follow-up harder to pick up after a context switch.
- Review the ActiveTrail campaign results you specify on a recurring schedule.
- Record a concise campaign update on a matching Ascora entity.
- Leave unmatched or ambiguous results for review instead of guessing an entity ID.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Ascora once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis which campaign results to review, what to include in a note, and how to handle unmatched records.
- 4Pick a recurring schedule as the trigger.
- 5Choose where run reports go, then test with one real campaign result and a matching Ascora entity.
Questions about this workflow
What campaign information will Notis include?
Specify the results and details you want summarized. The workflow can only use information ActiveTrail returns; it should not infer unavailable campaign history or customer matches.
Can it add a note if the matching Ascora record is unclear?
Instruct Notis to skip unclear matches and report them for review. Ascora notes require a valid entity ID.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Ascora. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail 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.