Keep Ascora records informed by Affinity deal progress
Put relevant relationship updates where customer and delivery work already happen, with a clear note tied to the right record.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Note
Adds a note to an entity using its valid system ID.
Why this helps
Deal context can stay buried in a pipeline while the people handling customer work have no concise update.
- Summarize relevant changes on a known Ascora entity.
- Keep a concise record of the Affinity context behind an operational update.
- Use scheduled checks without treating a schedule as an Affinity event.
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, name the Affinity deal and Ascora entity to review, and ask Notis to add a short note only when it finds a meaningful update.
- 4Choose the notis_cron trigger and set its recurring schedule.
- 5Choose where run reports should go, then test with one real deal and entity.
Questions about this workflow
Does this detect every deal change in real time?
No. It checks on the recurring schedule you choose, and Affinity does not provide a listed trigger event here.
What if the matching Ascora entity is unclear?
Have Notis report the ambiguity instead of adding a note to a guessed entity.
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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