Move service inquiries from ActiveTrail into Ascora
Get new service inquiries into Ascora without copying contact details by hand. Tell Notis which inquiries qualify and what to do when information is incomplete.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create or Update Customer
Creates a customer or updates an existing customer’s details.
Why this helps
Service inquiries can sit in an email campaign tool while you switch apps to create the customer record in Ascora.
- Create or update an Ascora customer from an incoming inquiry.
- Set clear instructions for incomplete or ambiguous contact details.
- Reduce manual copying between campaign follow-up and job management.
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 incoming inquiries qualify, how to handle incomplete details, and to create or update the Ascora customer.
- 4Pick the webhook trigger and arrange for the relevant external request to start it.
- 5Choose where run reports go, then test with one real inquiry.
Questions about this workflow
Does ActiveTrail provide a trigger event for this workflow?
No ActiveTrail trigger event is specified here. The workflow starts when an external request reaches the Notis webhook; arrange for a relevant request to be sent to it.
What happens if an inquiry has missing details?
Tell Notis which details are required and whether to skip incomplete inquiries or handle them another way. The workflow should not assume missing information.
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
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