Keep prospect research with the Ascora record
Put useful research where the team already works, without another manual copy and paste.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Note
Adds a note to an entity using its valid system ID.
Why this helps
Research spread across prospecting tools and customer records makes it harder to pick up a conversation later.
- Keep submitted research with its related Ascora entity.
- Give the team context for follow-up.
- Reduce context switching between lead research and service records.
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 research to add as a note and identify the Ascora entity for it.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real research handoff and confirm the note appears on the intended entity.
Questions about this workflow
What is required to add a note?
Ascora requires a valid entity ID. Include it in the request or ensure Notis can identify it from available Ascora data.
Can the note go on a job instead of a customer?
Yes. The action supports entities such as customers and jobs, provided the intended entity can be identified with a valid ID.
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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