Onboard service customers with cleaner details
Capture the customer once, check the supplied details, and create the Ascora record ready for your team to coordinate the next step.
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
New service customers can get stuck between an intake form and the system the operations team uses to schedule work.
- Reduce the gap between a new service request and an Ascora customer record.
- Check the supplied contact and address data during intake.
- Give operations a consistent onboarding path.
Setup
Build it in a few focused steps.
- 1Connect Addressfinder and Ascora once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to check the supplied customer address and available contact details with Addressfinder, then create or update the Ascora customer using the request information.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real onboarding request and inspect the Ascora record.
Questions about this workflow
Does this schedule the service job too?
No. This workflow creates or updates a customer record. Job scheduling is not part of the selected Ascora action.
What if a request lacks an address?
Ask Notis to flag the missing address for review and avoid treating it as verified.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addressfinder to Ascora. A trigger fires from one place; an action lands in another.
Addressfinder 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.
Addressfinder and Ascora, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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