Keep explicit quote requests moving into Ascora
Make quote intake a recurring task so a request does not disappear in the prospecting backlog.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Quotation
Create a new quotation or enquiry for a customer.
Why this helps
Quote requests can be missed when there is no regular pass through prospect information.
- Review prospect information for explicit requests on a schedule.
- Create quotations for requests meeting your criteria.
- Send a run report so completed and unclear items are visible.
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 what counts as an unhandled explicit quote request and the available details to use.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one request and review its quotation and run report.
Questions about this workflow
How does it know whether a request is unhandled?
The automation needs a reliable signal, such as a supplied status or date range. Do not assume an unprovided processing history or baseline.
Will it send the quotation?
No. The listed action creates the quotation in Ascora for review.
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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