Run an Ascora quote review from an Adrapid report request
Turn a recurring Adrapid reporting request into a focused quote review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Quotes
Lists quotes, optionally filtered by status, date or customer.
Why this helps
Quote reviews become noisy when the intended status, dates, or customer scope is not carried into the check.
- Keep quote checks scoped
- Make recurring reviews easier to start
- Highlight the requested quote set
Setup
Build it in a few focused steps.
- 1Connect Adrapid and Ascora in Notis.
- 2Create an automation named Scheduled quote review from Adrapid.
- 3Tell Notis to retrieve Ascora quotes using only the status, date range, or customer filters supplied in the Adrapid report request.
- 4Choose a recurring schedule and report channel.
- 5Provide one real report request for the first run.
Questions about this workflow
Does this duplicate a customer sync?
No. It retrieves a requested quote set for review and does not create or update customers.
Where do the filters come from?
They must be supplied in the Adrapid report request provided to the scheduled run.
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.
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.
Adrapid and Ascora, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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