Review Quotes and Affiliate Follow-Ups on a Schedule
Get a concise review of open quote activity without rebuilding the context from scratch each time.
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
Quote follow-up is easy to lose when referral updates and the quote list are checked separately.
- Bring quote status review into a recurring routine.
- Highlight records that may need attention.
- Reduce repeated manual scanning of quote lists.
Setup
Build it in a few focused steps.
- 1Connect Ascora once in the Notis portal and provide Adtraction context if needed.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3Ask Notis to review available Ascora quotes and summarize follow-ups using only supplied affiliate context.
- 4Choose a recurring Notis schedule and where run reports should go.
- 5Test with one run and confirm the summary reflects the quote data returned.
Questions about this workflow
Can it tell which quotes came from Adtraction?
Only if the quote data or context supplied to Notis identifies the referral source. Otherwise, Notis can review quotes but cannot reliably attribute them.
Does this update quote statuses?
No. This workflow uses the quote retrieval action to review and summarize 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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