Keep prospect qualification decisions with the customer
Record why a business was selected or deferred where the customer record lives.
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
Without a record of the decision, teammates may repeat research or revisit the same prospect without context.
- Capture the supplied qualification outcome in Ascora.
- Preserve decision context for later follow-up.
- Reduce duplicate research across the team.
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 the qualification details to summarize and identify the Ascora customer entity.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real qualification decision and verify its note.
Questions about this workflow
Can the automation make the qualification decision?
It can apply criteria you provide to available prospect data. Supply the criteria and any required business context in the instruction.
What if the prospect is not an Ascora customer yet?
The note action requires a valid entity ID. Create or identify the customer first, or use a workflow that creates the customer record.
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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