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Find job context behind customer emails

When a customer asks about existing work, avoid switching apps just to start the search. Notis can retrieve Ascora jobs and report the available context.

Trigger

New Email Received

Trigger for new emails in an AgentMail inbox

Action

Get Jobs

Tool to retrieve jobs. use when you need to filter and paginate job listings from ascora.

Why this helps

Customer questions about scheduled or ongoing work can stall while you manually search job lists for context.

  • Bring job retrieval into the email workflow
  • Reduce context switching during customer follow-up
  • Review available jobs before composing a response

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 jobs when a new email asks about existing work, then summarize only relevant returned results in its run report.
  • 4Pick the New Email Received trigger and choose where run reports should go.
  • 5Test with one real email about an existing job.

Questions about this workflow

Does this send a reply to the customer?

No. The available Ascora action retrieves jobs, and no email-sending action is listed for this workflow.

Can it guarantee that a job belongs to the sender?

Only if the retrieved job data includes enough information to make that association. Ask Notis to report uncertainty rather than assume a match.

Will it change an Ascora job?

No. The listed Get Jobs action retrieves job information and does not update jobs.

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.

TriggerScheduled

Delete Customer

Tool to delete a specific customer by id. use when you need to remove a customer after confirming its existence.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Quotation

Tool to create a new quotation. use when submitting a customer quote request via the ascora api.

ActionInstant

New Email Received

Trigger for new emails in an AgentMail inbox

TriggerPolling

Delete Customer

Tool to delete a specific customer by id. use after confirming the customer exists.

ActionInstant

Get Customers

Tool to retrieve a list of customers. use after authenticating with your api key.

ActionInstant

Get Jobs

Tool to retrieve jobs. use when you need to filter and paginate job listings from ascora.

ActionInstant

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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