Keep the right decision maker in Ascora
Pass researched contact details into the Ascora customer record your team uses.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create or Update Contact
Creates or updates a customer contact.
Why this helps
Decision-maker information can get lost between prospect research and customer follow-up.
- Add or update a contact under the identified Ascora customer.
- Keep useful contact details accessible to the team.
- Reduce re-entry from prospect research.
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 decision-maker details to save and identify the Ascora customer.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real contact and check the customer association in Ascora.
Questions about this workflow
Can it create a new customer if one is missing?
This contact action requires a valid customer ID. Ensure the customer exists or create it before this contact step.
Can it mark the person as the default contact?
The action supports an optional default contact flag. State your rule for using it in the automation prompt.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Ascora.