Keep relevant prospect context on the Ascora job
Give the people handling a job the context that led to the customer handoff.
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
Important background can be separated from the job details the team needs to act on.
- Put relevant submitted context on the specific job.
- Help the team understand the customer handoff.
- Keep job information together in Ascora.
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 context to note and identify the related Ascora job.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real job and confirm the note is attached to it.
Questions about this workflow
Can it find a job based on a prospect's company?
Not by this note action alone. Provide a valid job entity ID or ensure the job can be identified from information available to Notis.
Should every prospect note go on a job?
Only when the prospect context relates to that job. Otherwise identify the appropriate Ascora entity, such as a customer.
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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