Keep Affiliate Conversion Context With the Ascora Customer
Give your team the referral context where they already manage customer work.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Note
Adds a note to an entity using its valid system ID.
Why this helps
Referral details can be separated from the customer record, making later follow-up harder to understand.
- Keep referral information alongside the customer record.
- Make conversion context easier to find during follow-up.
- Avoid manually copying webhook details into customer notes.
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.
- 3Tell Notis to add a concise conversion note to the Ascora customer identified by the valid entity ID in the webhook.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with one real webhook that includes a valid Ascora customer ID.
Questions about this workflow
Does this find the customer from an email address?
The Create Note action requires a valid Ascora entity ID. Include that ID in the webhook or provide a reliable way for Notis to retrieve it before adding the note.
What can the note contain?
It can summarize the referral or conversion context included in the webhook. Notis cannot add fields the source did not provide.
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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