Keep AgencyZoom client records aligned with Ascora
Start a workflow from a client record and give your team one customer record to work from in Ascora.
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
Re-entering client details between sales and field service systems adds busywork and makes customer records harder to trust.
- Reduce repeated entry when a client also needs field service work.
- Update an existing Ascora customer when a matching record is found.
- Keep the workflow grounded in details present in the AgencyZoom record.
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 give it a clear name.
- 3In one instruction, tell Notis to find or create the matching Ascora customer using the AgencyZoom client details available.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real client example and review the resulting customer record.
Questions about this workflow
Does AgencyZoom provide a trigger event for this workflow?
No AgencyZoom trigger events are listed here. Start it with a Notis webhook request when you want to process a client record.
Will it copy every AgencyZoom field?
Notis can use details available in the supplied client data. If an important value is missing, provide it in the instruction or leave it for review.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Ascora.