Spot quotes that may need a follow-up
Get a scheduled review of Ascora quote status alongside the AgencyZoom context you provide.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Quotes
Lists quotes, optionally filtered by status, date or customer.
Why this helps
Quotes can go quiet while follow-up context is split across systems, leaving the next step easy to miss.
- Surface quotes that appear to need attention based on available status and dates.
- Bring relevant AgencyZoom context into a concise run report.
- Keep decisions reviewable before anyone contacts a customer.
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 quote review.
- 3Tell Notis to review available Ascora quotes against the AgencyZoom follow-up context you provide and report candidates for human review.
- 4Choose the notis_cron trigger, set the schedule, and choose where run reports should go.
- 5Test with one real quote and confirm the report reflects available status and dates.
Questions about this workflow
Can Notis know that a customer was contacted if neither system has that history?
No. The workflow can compare only the data returned or supplied. Provide follow-up history or treat it as unknown.
Does this automatically contact customers?
No. The listed Ascora action retrieves quotes. This workflow reports items for a person to 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
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