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Notis

Keep customer contact details current in Ascora

Start a contact update from AgencyZoom and bring the available details into the right Ascora customer.

Trigger

Webhook received

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

Action

Create or Update Contact

Creates or updates a customer contact.

Why this helps

Outdated contact details make scheduling and service coordination slower, especially when records are maintained in separate systems.

  • Reduce repeated edits when contact details change.
  • Attach the contact to the specified Ascora customer.
  • Use only details present in the AgencyZoom record or request.

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 contact updates.
  • 3Tell Notis to create or update the contact under the specified Ascora customer using the AgencyZoom details provided.
  • 4Choose the notis_webhook trigger and select where run reports should go.
  • 5Test with one real contact and verify its customer association and details.

Questions about this workflow

What does Ascora require to associate the contact?

The action requires a valid customer ID. Include it in the request or make sure it is available in the data Notis can access.

Can it fill in missing email or phone details?

No. It should use supplied information and leave missing details blank or flag them 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.

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

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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