Keep Referral Follow-Up on the Customer Review List
Turn customer review into a short, repeatable check for partner-sourced follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Customers
Retrieve all customers.
Why this helps
Referral follow-up can disappear between a lead arriving and the next customer review.
- Make customer follow-up a recurring checkpoint.
- Summarize records that may need attention.
- Use only referral context available to Notis.
Setup
Build it in a few focused steps.
- 1Connect Ascora once in the Notis portal and provide referral context if relevant.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3Ask Notis to review available customer records and summarize follow-ups based on supplied referral criteria.
- 4Choose a recurring Notis schedule and where run reports should go.
- 5Test with one run and confirm the surfaced records are useful.
Questions about this workflow
Can Ascora customer data show the referral source?
Only if the available customer records include that information or you provide it to Notis.
Does this update customer records?
No. This workflow retrieves customers and reports a review summary.
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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