See relevant field jobs alongside client context
Bring the job list and relevant AgencyZoom client context into one scheduled review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Jobs
Retrieve a list of jobs.
Why this helps
Switching between a client portfolio and a field job list makes it harder to see which active work needs attention.
- Create a recurring view of jobs related to known AgencyZoom clients.
- Highlight job records using available status and date details.
- Make follow-up review easier without claiming missing associations.
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 the client job review.
- 3In one instruction, ask Notis to retrieve Ascora jobs and summarize those it can associate with supplied AgencyZoom client identifiers.
- 4Choose the notis_cron trigger, set the schedule, and select where run reports should go.
- 5Test with one real client identifier and verify the job association in the report.
Questions about this workflow
How does Notis match a job to a client?
It can use identifiers or customer details returned by Ascora and supplied from AgencyZoom. If there is no reliable match, the workflow should flag it as unknown.
Can the workflow update job status?
The selected action retrieves jobs. It can report status information returned by Ascora but does not change job records.
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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