Run a checked customer import on a schedule
For a recurring intake process, have Notis review the customer records you provide and send checked details into Ascora on your chosen schedule.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create or Update Customer
Creates a customer or updates an existing customer’s details.
Why this helps
Batch customer imports pile up when nobody owns checking each address and transferring the details into the service system.
- Give recurring customer intake a predictable run.
- Check supplied addresses and contact details before updating Ascora.
- Reduce repetitive entry during scheduled imports.
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 where the customer records for each run will come from, to check supplied details with Addressfinder, and to create or update the corresponding Ascora customers.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real customer record and review the result.
Questions about this workflow
Where does the scheduled workflow get customer records?
The schedule starts the run, but the records must be made available to Notis through the configured workflow context or supplied data. This package does not assume an unlisted source event.
Can the schedule run at a cadence I choose?
Yes. Select the recurring schedule when choosing the Notis cron trigger.
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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