Spot Quotes That Need a Second Look
Get a focused list of quote exceptions without scanning every quote by hand.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Quotes
Lists quotes, optionally filtered by status, date or customer.
Why this helps
A quote awaiting attention can blend into a large list until someone checks it manually.
- Surface quotes matching your review criteria.
- Make quote monitoring a repeatable task.
- Use status and date details returned by Ascora.
Setup
Build it in a few focused steps.
- 1Connect Ascora once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3Describe which quote statuses or date ranges should be flagged and ask Notis to summarize matching quotes.
- 4Choose a recurring Notis schedule and where run reports should go.
- 5Test with one run and confirm the criteria match the quote data returned.
Questions about this workflow
Can it use every quote filter?
The action supports optional filtering by status, date range, or customer. Keep the instruction within those available filters and returned data.
Does it change quote status?
No. This workflow retrieves quotes for review.
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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