Keep Ascora Customer Contact Details Up to Date
Use new referral information to improve an existing customer record without retyping it.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create or Update Customer
Creates a customer or updates an existing customer’s details.
Why this helps
Contact details can become stale while the latest information sits in a lead notification.
- Refresh customer details from newly supplied information.
- Reduce repeated manual data entry.
- Avoid changing a record when the customer match is unclear.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Ascora once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3Ask Notis to update an existing customer only when the webhook details identify a reliable match.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with a referral matching a known Ascora customer and verify the updated details.
Questions about this workflow
Will it overwrite existing information?
The Create or Update Customer action can update a matching customer. Specify which supplied details should be refreshed and review the behavior with a test record.
What if the lead cannot be matched?
Have Notis flag the missing or ambiguous match for review instead of updating the wrong customer.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Ascora. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction and Ascora, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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