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Notis

Carry contact updates from ActiveTrail into Ascora

When a contact update reaches your ActiveTrail workflow, route the request through Notis and keep Ascora details current with clear matching instructions.

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

A contact update can be captured in one tool but missed in the customer record your team uses to manage work.

  • Update an Ascora contact for a specified customer when the record can be identified.
  • Define how Notis should handle incomplete or ambiguous update requests.
  • Reduce repeated manual edits across campaign and service tools.

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 what contact update requests to process, how to identify the Ascora customer, and when to skip for review.
  • 4Pick the webhook trigger and arrange for the relevant external request to start it.
  • 5Choose where run reports go, then test with one real update request and known customer.

Questions about this workflow

Does this workflow create a new Ascora customer?

No. It updates a contact for a specific Ascora customer. Use an appropriate customer creation workflow if the customer does not already exist.

What if Notis cannot tell which customer the request refers to?

Tell Notis to skip the change and report the ambiguity for review. The Ascora contact action requires a valid customer 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.

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.

ActiveTrail and Ascora, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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