Keep supplier invoice review on your radar
Get a recurring view of supplier invoices with supporting agency context where it is available.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Supplier Invoices
Lists supplier invoices.
Why this helps
Invoices can become another disconnected queue when operational and client context lives in separate tools.
- Collect supplier invoice details into a recurring report.
- Highlight invoice status and amounts returned by Ascora.
- Keep AgencyZoom context explicit and limited to information provided.
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 invoice review.
- 3Tell Notis to retrieve Ascora supplier invoices and summarize them with any relevant AgencyZoom context you provide.
- 4Choose the notis_cron trigger, set the schedule, and choose where run reports should go.
- 5Test with one real invoice and check the invoice details in the report.
Questions about this workflow
Does the workflow pay or change invoices?
No. The selected action retrieves supplier invoices for review.
What if there is no AgencyZoom information relevant to an invoice?
The report can summarize the Ascora invoice on its own and state that no related AgencyZoom context was supplied.
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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