Catch quote-ready prospects in your scheduled review
Give explicit quote requests a reliable path into Ascora without treating every lead as a quote.
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 get buried among prospect research and routine lead review.
- Focus quote creation on prospects with a clear request.
- Review available prospect context on a recurring schedule.
- Create an Ascora quotation for the team to review.
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 how to recognize an explicit quote request and which available details to use.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one quote-ready prospect and review the created quotation.
Questions about this workflow
Can it estimate missing scope or pricing?
Only provide pricing or scope rules that your business has supplied. The automation should not invent details absent from the request or available data.
Does a quotation mean the customer has accepted it?
No. This action creates a quotation in Ascora; it does not indicate acceptance or send it to the prospect.
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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