Keep client documents with the related Ascora work
Send a client file to the Ascora record where the service team needs it.
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 files are easy to overlook when they sit apart from the customer, job, or quote they support.
- Keep a supplied document near the Ascora entity it supports.
- Reduce manual file hunting during service coordination.
- Make the destination explicit before uploading.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Ascora once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for document attachment.
- 3Tell Notis to upload the supplied file to the specified existing Ascora entity and report if its destination or file is missing.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real file and verify it appears on the intended Ascora record.
Questions about this workflow
What does the workflow need to upload a file?
It needs the file and a valid Ascora entity destination, such as a customer, job, or quote.
Can it decide where a file belongs if the request is unclear?
It should not guess. Provide the intended Ascora entity or have the workflow report that the destination is missing.
When this happens · Trigger
Do this · Action
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.
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.
Agencyzoom and Ascora, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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