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Notis

Review Ascora jobs on your schedule

Make a recurring job review easier to start. Notis can retrieve Ascora jobs on a schedule and summarize the results in a run report.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get Jobs

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

Why this helps

A job list review is easy to postpone when it requires remembering to open Ascora and scan records manually.

  • Create a recurring prompt to review available jobs
  • Reduce the effort of opening and scanning job listings
  • Keep each review available in a run report

Setup

Build it in a few focused steps.

  • 1Connect 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 and summarize the returned listings for review without assuming fields or history that are not returned.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with one real run and review the returned summary.

Questions about this workflow

Can I specify the cadence?

Yes. Choose the recurring schedule when setting the trigger.

Does the workflow know which jobs are new or changed?

The listed action retrieves jobs, but no change history or baseline is specified. Any comparison would need a supplied baseline or additional available data.

Will this modify jobs?

No. The listed Get Jobs action retrieves job listings for review.

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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