Bring contactable prospects into Ascora consistently
Turn the prospects with usable contact details into records your team can follow up on.
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 with useful contact details can be overlooked when intake depends on someone remembering to copy them across.
- Review prospects with usable contact details on a set cadence.
- Create or update Ascora records for prospects meeting your criteria.
- Make follow-up handoff easier to track.
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 contact details count as usable and which prospects should become Ascora customers.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real result and verify the customer details in Ascora.
Questions about this workflow
Does having an email make a prospect qualified?
That is your decision. State the qualification rule in the automation prompt; the workflow only applies criteria you provide.
Can it find missing emails?
Aeroleads can discover business emails through its MCP or API, but this workflow can only use results available to the connected agent.
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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