Keep prospect documents with the Ascora record
Put plans and reference files alongside the Ascora record they belong to.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Upload Attachment
Uploads a file attachment to an existing entity.
Why this helps
Files attached to a prospect conversation can be hard to find when work moves into Ascora.
- Attach provided documents to an identified Ascora entity.
- Keep reference files near the customer or job record.
- Reduce manual downloading and re-uploading.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Ascora once in the Notis portal.
- 2Create an automation in Automations, or tell Notis in plain language from any channel.
- 3Describe which submitted files to attach and identify the Ascora entity.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real file and confirm it appears on the intended Ascora record.
Questions about this workflow
Does this action find files in Aeroleads?
The action uploads an attachment to an Ascora entity. Make the file available in the request or through the connected agent.
What does Ascora need for the upload?
The target entity must be identified. Include a valid entity ID or ensure Notis can determine it from available Ascora data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Ascora. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Ascora, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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