Reduce Duplicate Customer Records From Referrals
Give every partner lead a thoughtful customer match before it becomes another record.
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
Repeated leads can create duplicate customer records and scatter follow-up history.
- Check for a plausible existing match first.
- Create a new record only when no reliable match is found.
- Keep duplicate prevention in the lead intake workflow.
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.
- 3In one instruction, ask Notis to check Ascora customers for a reliable match before creating or updating the lead record.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with one new lead and one lead that matches an existing customer.
Questions about this workflow
What makes a reliable match?
Use identifiers available in the webhook and Ascora, such as a supplied customer ID or matching contact details. Ambiguous matches should be surfaced for review.
Does it delete duplicates?
No. This workflow creates or updates a customer and does not delete records.
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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