Move a qualified sales request into an Ascora quotation
Send a clear request from AgencyZoom and start the quote in Ascora with the context already at hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Quotation
Create a new quotation or enquiry for a customer.
Why this helps
A promising follow-up can stall when someone has to reassemble customer and job details before starting a quote.
- Turn a sufficiently detailed sales request into a quotation faster.
- Carry the available customer and scope context into the quote request.
- Avoid guessing when required details are missing.
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 creation.
- 3In one instruction, tell Notis to create an Ascora quotation from the provided request and to report missing details instead of guessing.
- 4Choose the notis_webhook trigger and select a destination for run reports.
- 5Test with one real request and review the quotation in Ascora.
Questions about this workflow
Will the workflow invent pricing or scope details?
No. Notis can only use details available in the request and Ascora. Missing scope or pricing information should be supplied or reviewed before proceeding.
Does this create a quote for every AgencyZoom follow-up?
No. It runs when started by a webhook. The instruction should limit quote creation to requests that contain sufficient information.
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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