Create Ascora quotations from incoming service requests
Keep quote requests from getting buried in the inbox. Notis can assess each new email and prepare an Ascora quotation when it contains enough information.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Create Quotation
Tool to create a new quotation. use when submitting a customer quote request via the ascora api.
Why this helps
Copying job details from email into a quotation adds busywork and makes it easy to miss a promising request.
- Reduce manual retyping of service scope
- Respond to complete quote requests sooner
- Leave unclear requests for follow-up instead of guessing
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 assess new quote requests and create an Ascora quotation only when the customer and work scope are clear.
- 4Pick the New Email Received trigger and choose where run reports should go.
- 5Test with one real quote request email.
Questions about this workflow
Will this create a quotation for every new email?
No. In your instruction, ask Notis to create a quotation only when the email clearly contains a quote request, customer identity, and enough service scope to proceed.
Can it look up the customer first?
The provided Ascora actions do not include a customer lookup followed by quotation creation as one workflow step. Make sure your instruction supplies the needed customer details, or have Notis leave requests with uncertain customer identity for follow-up.
What starts the automation?
The Agent mail New Email Received event starts it when a new email arrives in an AgentMail inbox.
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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