Connect Agencyzoom to Ascora

When something happens in Agencyzoom, Notis takes the next step in Ascora. Describe what you want in plain English, or start from one of the examples below.

When this happens · Trigger

Do this · Action

Build an automation Browse examples

Examples

Ways Notis can move work from Agencyzoom to Ascora

View example

Turn an AgencyZoom client into an Ascora customer

Start from an AgencyZoom client record and create or update the matching customer in Ascora, carrying over only details available in the source record.

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Add policy context to an Ascora customer note

Send a policy status update from AgencyZoom into a note on the relevant Ascora customer, keeping the service team informed without rewriting the full client file.

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Create an Ascora quotation from a sales request

Turn an AgencyZoom sales follow-up request into an Ascora quotation when the request includes enough customer and scope information to prepare one.

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Review Ascora quotes against AgencyZoom follow-up context

On a schedule, review available Ascora quote records alongside supplied AgencyZoom follow-up context and report which quotes may need a human check.

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Review Ascora jobs for AgencyZoom client context

Regularly retrieve Ascora jobs and prepare a focused report of jobs associated with AgencyZoom clients, using only available customer identifiers and status details.

View example

Update an Ascora contact from AgencyZoom details

Use supplied AgencyZoom contact details to create or update a contact under a known Ascora customer, preserving a clear source for the change.

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Review supplier invoices alongside AgencyZoom context

On a recurring schedule, retrieve Ascora supplier invoices and create a concise review report with any relevant AgencyZoom context supplied for the agency.

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Attach an AgencyZoom client file to an Ascora record

Upload a supplied client document to the specified Ascora customer, job, or quote so the file is available with the related work.

View example

Create or update an Ascora supplier from vendor details

Use vendor details available in AgencyZoom or a supplied request to create or update the corresponding supplier record in Ascora.

Supported Triggers and Actions

Notis builds workflows that link Agencyzoom to Ascora. A trigger fires from one place; an action lands in another.

Agencyzoom triggers

Ascora actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Note

Adds a note to an entity using its valid system ID.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Quotation

Create a new quotation or enquiry for a customer.

ActionInstant

Create or Update Contact

Creates or updates a customer contact.

ActionInstant

Create or Update Customer

Creates a customer or updates an existing customer’s details.

ActionInstant

Get Customers

Retrieve all customers.

ActionInstant

Create or Update Supplier

Creates a supplier or updates an existing supplier’s details.

ActionInstant

Get Jobs

Retrieve a list of jobs.

ActionInstant

Delete Customer

Deletes a customer after confirming the customer exists.

ActionInstant

Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event

Works with

ZapierPipedream

Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only

Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match

Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation

Cost

$ · pay per run

$$ · AI models per run

Reliability

Breaks on schema change

Adapts to format changes

Setup

Click 8 dropdowns

Describe it in English

Handles fuzzy

Hard-coded fields only

Reads intent, summarises

Human in loop

Bolted on

Built in · approval inbox

Maintenance

You own every break

Self-heals · we own it

Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"

Condition✦Status = "Blocked"

AI step✦Summarise the blocker in plain English

ActionDM the row owner with summary

Timeout✦No reply in 24h → ping you

Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.