Move qualified Aeroleads prospects into Ascora
Send a qualified prospect to Notis and keep the customer record ready in Ascora.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create or Update Customer
Creates a customer or updates an existing customer’s details.
Why this helps
Copying a promising prospect into Ascora by hand can delay follow-up and leave customer details scattered.
- Create or update the Ascora customer record from submitted lead information.
- Reduce re-entry of company and contact details.
- Keep prospect handoff consistent.
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 that submitted qualified lead details should create or update the matching Ascora customer.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real prospect, including its company and contact details.
Questions about this workflow
Does Aeroleads start this automatically?
Aeroleads has no listed trigger events here. A Notis webhook starts the automation when a request containing the lead details is sent to it.
What details should the request include?
Include the company name and the contact or address details you want Notis to use. Notis can only use information supplied in the request or returned by connected tools.
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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