Put parsed document findings where your Ascora team needs them
Keep useful document context next to the Ascora record your team already uses.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Note
Adds a note to an entity using its valid system ID.
Why this helps
Document details can get stranded in a parsing workflow, separate from the job or customer they affect.
- Keep extracted context close to the related record
- Reduce switching between document and job tools
- Create a concise record of useful document details
Setup
Build it in a few focused steps.
- 1Connect Affinda and Ascora once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3In one instruction, describe which extracted findings to summarize and which Ascora entity should receive a note.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real document and a valid Ascora entity ID.
Questions about this workflow
What Ascora records can receive a note?
The listed action supports entities such as customers, jobs, and quotes, and requires a valid entity ID.
Can Notis find the right entity automatically?
The workflow can use identifiers supplied in the incoming request or the instruction. If the correct entity ID is unavailable, provide a matching process or have the request include it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Ascora. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Ascora, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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