Turn a qualified prospect request into an Ascora quotation
Move a quote request into Ascora while the prospect details are fresh.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Quotation
Create a new quotation or enquiry for a customer.
Why this helps
A promising quote request can stall when prospect details and quoting work live in separate places.
- Start a quotation from submitted prospect and request details.
- Reduce manual re-entry during quote intake.
- Keep the quote workflow moving 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 submitted request should create an Ascora quotation and what available details to use.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real quote request and review the quotation in Ascora.
Questions about this workflow
Does Aeroleads provide quote details automatically?
No Aeroleads trigger events are listed here. Include the request details in the webhook or make them available through the connected agent.
Will this quotation be sent to the prospect?
The listed action creates a quotation in Ascora. It does not describe sending or approving the quotation.
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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