Keep deal documents with the related Ascora work
Put a supplied document beside the customer, job, or quote it supports so the next person can find it in context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Upload Attachment
Uploads a file attachment to an existing entity.
Why this helps
Important deal documents can be stranded in a pipeline or handoff, separate from the record used to deliver the work.
- Attach a supplied file to a relevant Ascora entity.
- Keep operational records together with their supporting documents.
- Avoid uploading to the wrong record by checking the match first.
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, identify the Affinity deal and supplied file, then ask Notis to confirm the target Ascora entity before uploading the attachment.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real file and verify that it appears on the intended Ascora record.
Questions about this workflow
Does the workflow fetch files from Affinity automatically?
The action supports uploading an attachment to Ascora. Ensure the file is supplied to the automation and do not assume an undocumented file retrieval capability.
What if several Ascora entities could match?
Have Notis stop and report the possible matches for confirmation before uploading.
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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