Keep recurring address reviews attached to Ascora records
Make a recurring address check easier to follow up by recording each result on the relevant Ascora record.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Note
Adds a note to an entity using its valid system ID.
Why this helps
Address cleanup is easy to postpone when review findings sit outside the customer and job records your team uses.
- Create a regular record of address checks.
- Keep findings next to the Ascora entity that needs attention.
- Make unresolved details easier to hand off.
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 which supplied records to review, to check their addresses with Addressfinder, and to add a concise note to each provided Ascora entity ID.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real record and a valid Ascora entity ID.
Questions about this workflow
Does this workflow scan all Ascora records by itself?
No. The scheduled run needs records and entity IDs to be supplied to Notis. The listed Ascora actions do not provide an automatic bulk lookup in this workflow.
What should the note contain?
Ask Notis to summarize the address check and call out any detail that needs a person to review.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Ascora.