Identify the Ascora Customer Behind a Referral
Resolve a known customer ID from an incoming referral and summarize the customer context for your team.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Customer
Retrieves a customer’s details.
Why this helps
A referral can arrive with an identifier that takes extra steps to interpret in Ascora.
- Resolve a known customer ID into Ascora details.
- Reduce manual searching for a referenced customer.
- Summarize the customer context alongside the referral.
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 retrieve the customer identified by the unique ID included in the webhook and summarize relevant context.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with one referral containing a valid Ascora customer ID.
Questions about this workflow
Can it search by email instead of ID?
This action retrieves a specific customer by unique identifier. Use a supplied customer ID for this workflow.
Does it change the record?
No. Get Customer retrieves customer details for review.
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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