Track researched business prospects in Ascora
Give selected businesses a home in Ascora when they become relevant to your customer work.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create or Update Customer
Creates a customer or updates an existing customer’s details.
Why this helps
Useful business research can remain disconnected from the customer records used to manage service work.
- Create or update a record for a selected business prospect.
- Use available company and contact details from research.
- Keep prospect tracking near service operations.
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 researched businesses should be tracked as Ascora customers and what details to use.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real business and inspect its Ascora record.
Questions about this workflow
Is this the Ascora supplier action?
No. This workflow uses the customer create or update action for businesses you intend to track as customers or service prospects. Supplier creation is a different action.
Will it create a record for every business found?
Only specify businesses that meet your stated criteria. Provide those criteria in the instruction or webhook request.
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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