Create Ascora customer records from parsed invoices
Send invoice details into Notis and keep customer records current in Ascora.
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
Rekeying customer details from invoices takes time and can leave Ascora records incomplete or out of date.
- Reduce manual rekeying from invoices
- Update existing records as well as create customers
- Keep extracted details flowing into your field service system
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.
- 3Describe that invoice customer details should create or update the matching Ascora customer.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real invoice and confirm the customer record in Ascora.
Questions about this workflow
Does Affinda start this automation directly?
Affinda has no listed trigger event, so a Notis webhook starts the automation when an HTTP request arrives.
Will it create duplicate customer records?
Tell Notis to look for a matching Ascora customer before creating one. Confirm the matching rule you want in the instruction.
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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