Keep Ascora current with scheduled prospect reviews
Set a rhythm for turning the prospects you want to pursue into Ascora customer records.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create or Update Customer
Creates a customer or updates an existing customer’s details.
Why this helps
Prospects can sit in a search result list while the team is busy with jobs and customer work.
- Review prospects on a predictable cadence.
- Create or update customer records for prospects that meet your criteria.
- Use the run report to see what the automation processed.
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 Aeroleads prospects to review and which should become Ascora customers.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real prospect search and review the resulting Ascora record.
Questions about this workflow
Can Notis find leads without a provided search?
The prompt should specify the prospect criteria or search context. Notis can use the data Aeroleads makes available through its connected MCP or API.
Will it add every prospect?
No. Describe the criteria for suitable prospects in the instruction. Notis should act on the results available to it and report what it processed.
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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