Add checked contacts to the right Ascora customer
When a customer gives you a new point of contact, check the details and attach them to the customer record in one workflow.
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
New contacts can be left in emails or notes without being added to the customer record used by the field team.
- Keep new contacts connected to the intended customer.
- Check available contact details as part of intake.
- Reduce follow-up caused by missing or stale contact records.
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 contact details with Addressfinder and create or update that contact for the Ascora customer ID included in the request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real contact and the correct customer ID.
Questions about this workflow
Can this create a customer if one does not exist?
This workflow uses Ascora's contact action, which requires a valid customer ID. Use a separate customer intake workflow when the customer record must be created.
Can it mark a contact as the default?
Ascora's action accepts a default contact flag. Include that preference in the request and the automation instruction when it applies.
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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