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Notis

Keep a usable view of your supplier directory

Review supplier records and relevant partner context together on a schedule that works for your team.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get Suppliers

Lists suppliers and their business details.

Why this helps

Supplier and partner information can become difficult to reconcile when it is spread across operational and sales systems.

  • Summarize supplier names and contact details returned by Ascora.
  • Compare against only the AgencyZoom partner context provided.
  • Flag uncertain matches for human review instead of asserting a link.

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 supplier directory review.
  • 3Tell Notis to retrieve Ascora suppliers and compare them with supplied AgencyZoom partner context, reporting uncertain matches clearly.
  • 4Choose the notis_cron trigger, set the schedule, and choose where run reports should go.
  • 5Test with a small set of real supplier records and verify any proposed associations.

Questions about this workflow

Can this establish that an AgencyZoom record is a supplier?

Only when the provided data supports that relationship. Otherwise Notis should identify the match as uncertain or leave it unmatched.

Does the workflow change supplier records?

No. It retrieves and summarizes supplier records 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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