Review Jobs That May Need Affiliate Follow-Up
Get a manageable view of job activity that may call for a partner check-in.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Jobs
Retrieve a list of jobs.
Why this helps
Jobs and partner follow-ups can drift apart when they are reviewed in different systems.
- Create a recurring job follow-up checkpoint.
- Summarize job records using available details.
- Keep partner follow-up criteria visible in one report.
Setup
Build it in a few focused steps.
- 1Connect Ascora once in the Notis portal and provide partner follow-up context if relevant.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3Ask Notis to review returned jobs and identify follow-ups using only available details and criteria you supply.
- 4Choose a recurring Notis schedule and where run reports should go.
- 5Test with one run and verify the job summary.
Questions about this workflow
Can it identify Adtraction referrals from jobs?
Only when the job data or context supplied to Notis identifies those referrals.
Can I specify the job criteria?
Yes. Describe the criteria in the automation instruction, such as statuses or dates, while respecting what the retrieval action supports.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Ascora.