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Review Adrapid customer exports in Ascora

Make scheduled customer checks easier when an Adrapid export is ready for review.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get Customers

Retrieve all customers.

Why this helps

Customer review tasks get dropped when exports and back-office checks happen in different places.

  • Create a repeatable review checkpoint
  • Keep lookup criteria explicit
  • Send a clear run report

Setup

Build it in a few focused steps.

  • 1Connect Adrapid and Ascora in Notis.
  • 2Create an automation named Scheduled customer export review.
  • 3Tell Notis to retrieve Ascora customers using the exact criteria in the supplied Adrapid export and to report matches or gaps.
  • 4Choose a recurring schedule and report channel.
  • 5Provide one real export for the first scheduled run.

Questions about this workflow

Does the schedule fetch Adrapid automatically?

No. Someone or an external system must provide the Adrapid export to the scheduled run.

Can it update customers?

No. This workflow only retrieves customers for review.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Adrapid to Ascora. A trigger fires from one place; an action lands in another.

Adrapid triggers

Ascora actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Note

Adds a note to an entity using its valid system ID.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Quotation

Create a new quotation or enquiry for a customer.

ActionInstant

Create or Update Contact

Creates or updates a customer contact.

ActionInstant

Create or Update Customer

Creates a customer or updates an existing customer’s details.

ActionInstant

Get Customers

Retrieve all customers.

ActionInstant

Create or Update Supplier

Creates a supplier or updates an existing supplier’s details.

ActionInstant

Get Jobs

Retrieve a list of jobs.

ActionInstant

Delete Customer

Deletes a customer after confirming the customer exists.

ActionInstant

Connect any two apps with Notis in the middle.

Adrapid and Ascora, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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