Move investor deal details into Ascora customer records
When an Affinity relationship becomes relevant to delivery work, bring its verified organization and contact details into Ascora without retyping them.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create or Update Customer
Creates a customer or updates an existing customer’s details.
Why this helps
Copying organization and contact details between a deal pipeline and a job system invites duplicate records and missed context.
- Create or update a customer from an Affinity organization or contact.
- Reduce repeated data entry when a deal moves toward operational work.
- Keep the workflow prompt-based and reviewable.
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 deal, verify its organization and contact details, then create or update the matching Ascora customer.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real Affinity deal and check the Ascora customer record.
Questions about this workflow
Does this run automatically when an Affinity deal changes?
No. Affinity has no listed trigger events for this package. The workflow starts when its webhook receives an HTTP request.
What if the deal does not identify a reliable customer?
Ask Notis to report the missing or ambiguous details and avoid creating a speculative customer record.
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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