Find Jobs That Match Your Referral Search
Use a repeatable search to connect known referral identifiers with Ascora job records.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search Jobs
Finds jobs by their identifying details or address.
Why this helps
Finding a job from a partner reference can take several manual searches across systems.
- Search jobs using available identifiers or terms.
- Reduce repeated manual job searches.
- Summarize matches for the next follow-up.
Setup
Build it in a few focused steps.
- 1Connect Ascora once in the Notis portal and provide the referral search term or identifier.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3Ask Notis to search Ascora jobs with the supplied term and summarize plausible matches.
- 4Choose a recurring Notis schedule and where run reports should go.
- 5Test with one known search and verify the returned job matches.
Questions about this workflow
Can it search by customer or address?
The action supports job number, customer, or address search criteria. Provide a term the action can use.
Can it infer a referral match from a similar name?
It can summarize plausible results, but ambiguous matches should be reviewed rather than treated as confirmed.
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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