Turn a reviewed set of qualified deals into Ascora customers
Batch a defined pipeline review into a practical customer handoff, with unclear records surfaced for attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create or Update Customer
Creates a customer or updates an existing customer’s details.
Why this helps
A growing set of qualified deals can leave teams with a backlog of customer records to enter by hand.
- Process a defined set of qualified deals in one scheduled review.
- Create or update customer records only when the match is clear.
- Surface incomplete entries for follow-up rather than silently skipping them.
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, define which Affinity deals to review and ask Notis to create or update Ascora customers for verified matches only.
- 4Choose the notis_cron trigger and set a recurring schedule appropriate for the review.
- 5Choose where run reports should go, then test with one real deal from the defined set.
Questions about this workflow
Can this watch a live Affinity stage change?
No. There are no Affinity trigger events listed. This workflow checks the deal set on a schedule.
How should the deal set be selected?
Describe the intended deals in the instruction using criteria available in your Affinity records. The workflow does not configure field mappings or filters in Notis.
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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