Bring Referred Company Details Into Ascora
Make sure a referred business has a useful customer record before the next step in your process.
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
Company and contact information often arrives in referral messages that must be copied by hand.
- Reduce copying business details from referral notifications.
- Create a customer record from information already supplied.
- Keep company and contact information together in Ascora.
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 create or update an Ascora customer from the company and contact details in each webhook.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with one real referral containing company details.
Questions about this workflow
What if the referral has no company name?
Notis should report that required information is missing rather than create a misleading customer record.
Can it update a known company?
Yes, when Notis can identify the existing customer reliably from supplied details or available Ascora 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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