Keep Ascora customer contacts aligned with Affinity
Bring the right relationship details across when a customer contact changes or becomes the best person to coordinate delivery.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create or Update Contact
Creates or updates a customer contact.
Why this helps
Teams can lose time reaching out to an old contact when deal and customer records drift apart.
- Update contact details on a known Ascora customer.
- Use Affinity relationship context to reduce stale contact information.
- Avoid creating a contact when the customer association is uncertain.
Setup
Build it in a few focused steps.
- 1Connect Affinity 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, ask Notis to find the specified Affinity contact, confirm the matching Ascora customer, and create or update that customer's contact.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real contact and verify the customer association in Ascora.
Questions about this workflow
Can this create a contact without a customer ID?
Ascora requires a valid customer ID for this action. The prompt should stop and report the issue if it cannot confidently identify the customer.
Does the workflow choose a default contact?
Only ask it to set the default contact when the Affinity information or your instruction clearly supports that choice.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Ascora. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Ascora, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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