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Notis

Keep Referral Documents With the Ascora Job

Put the documents your team needs beside the job they are working on.

Trigger

Webhook received

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

Action

Upload Attachment

Uploads a file attachment to an existing entity.

Why this helps

Referral documents can remain buried in notifications instead of being available with job details.

  • Make relevant documents accessible from the job record.
  • Reduce manual downloading and re-uploading.
  • Keep the attachment associated with a known Ascora entity.

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.
  • 3Describe which supplied attachment to upload and identify the existing Ascora entity by its valid ID.
  • 4Choose the Notis webhook trigger and where run reports should go.
  • 5Test with one real attachment and a confirmed job ID.

Questions about this workflow

Can it upload a link if the file is not provided?

The action uploads an attachment. Whether a link is sufficient depends on the attachment input accepted by the connected action; test with the actual source payload.

Can this create the Ascora job too?

This workflow attaches a file to an existing entity. It requires a valid entity ID.

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.

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.

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

When this happens · Trigger

Do this · Action

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