Bring customer record context to email enquiries
A customer email may arrive without the background you need. Notis can retrieve Ascora customer records and show the available context in a run report.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
Why this helps
Searching customer records by hand interrupts the work of understanding and responding to an enquiry.
- Reduce app switching when customer context is needed
- Review available Ascora records alongside an email-driven run
- Keep uncertain matches visible for manual review
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Ascora once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel to create one.
- 3In one instruction, ask Notis to retrieve Ascora customers for emails that need customer context and summarize only records it can confidently relate to the message.
- 4Pick the New Email Received trigger and choose where run reports should go.
- 5Test with one real customer enquiry.
Questions about this workflow
Does this update or create a customer?
No. The listed Get Customers action retrieves a list of customers and does not update or create records.
Can it identify a customer from any email?
A match depends on the message and returned customer data. Ask Notis to flag ambiguous matches rather than treat them as certain.
Why retrieve customers for an email?
It can make available customer context easier to review while deciding how to handle an enquiry.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Ascora. A trigger fires from one place; an action lands in another.
Agent mail triggers
Ascora actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Customer
Tool to delete a specific customer by id. use when you need to remove a customer after confirming its existence.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Quotation
Tool to create a new quotation. use when submitting a customer quote request via the ascora api.
New Email Received
Trigger for new emails in an AgentMail inbox
Delete Customer
Tool to delete a specific customer by id. use after confirming the customer exists.
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
Get Jobs
Tool to retrieve jobs. use when you need to filter and paginate job listings from ascora.
Connect any two apps with Notis in the middle.
Agent mail and Ascora, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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