Turn a qualified Affinity opportunity into an Ascora quotation
Move a clear quote request forward by checking deal context and preparing the quotation in the system used to manage delivery.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Quotation
Create a new quotation or enquiry for a customer.
Why this helps
Quote requests get delayed when teams must reconstruct customer and scope context from a separate deal pipeline.
- Carry confirmed opportunity context into an Ascora quotation.
- Flag missing quote information before creating the quotation.
- Reduce manual handoff work between pipeline review and quoting.
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 review the specified Affinity deal and create an Ascora quotation only when the customer and required quote details are confirmed.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real quote request and verify the resulting quotation in Ascora.
Questions about this workflow
Will this invent scope or pricing that is missing from Affinity?
No. The prompt should require confirmed quote details and report missing information instead of guessing.
Can it create a quotation for an unidentified customer?
Use a prompt that stops when the customer association is unclear and reports what needs confirmation.
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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