Keep processed documents attached to Ascora records
Set a regular check so important files do not stay buried in document processing.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Upload Attachment
Uploads a file attachment to an existing entity.
Why this helps
Teams can finish processing a document and still forget to attach the file to the Ascora record that needs it.
- Reduce missed document attachments
- Keep files with the records teams work from
- Batch review processed documents on a chosen cadence
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 which completed files to attach and how to identify the existing Ascora entity.
- 4Pick a Notis cron schedule and choose where run reports should go.
- 5Test with one real file and confirm it appears on the intended Ascora record.
Questions about this workflow
Does this create a new Ascora record?
No. The attachment action uploads a file to an entity, so the target customer, job, or quote must already exist.
Can the schedule discover completed files?
The instruction should specify the available Affinda results or document source to check. Any required history or status not provided by the connected apps must be supplied.
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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