Refresh the research behind active prospects
Keep the context for active prospects current with a lightweight scheduled review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Note
Adds a note to an entity using its valid system ID.
Why this helps
Old prospect context can be misleading when a team returns to a lead after time has passed.
- Revisit selected prospect information on a cadence.
- Add a dated note to the matching Ascora record.
- Make updated context easier to distinguish from earlier research.
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 prospects to revisit and what available changes or context to summarize.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real prospect and verify the dated note on its Ascora record.
Questions about this workflow
Can it compare against an old baseline?
Only when that baseline is available in the data or supplied to Notis. The automation should not claim changes it cannot verify.
Can it overwrite the previous note?
The listed action creates a note. Describe the desired update clearly, but treat this workflow as adding a new note rather than replacing earlier history.
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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