Move checked quote requests into Ascora
Give Notis the quote request and customer details. It can check the supplied address and contact information before creating the quotation in Ascora.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Quotation
Create a new quotation or enquiry for a customer.
Why this helps
Preparing a quote can stall while someone verifies customer details and transfers request information between tools.
- Reduce manual transfer of quote request details.
- Check the provided customer details before quote creation.
- Keep quotation intake moving from an external request.
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 supplied address and contact details with Addressfinder, then create an Ascora quotation using the provided quote information and required customer reference.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real quote request containing the information Ascora requires.
Questions about this workflow
Does Addressfinder create or price the quotation?
No. Addressfinder checks address and contact data. The quotation is created in Ascora from the quote information provided to the workflow.
Can Notis fill in missing quote details?
Only provide details available in the request or separately supplied by you. The workflow should report missing required information rather than invent it.
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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