Create quotations from approved quote requests
Start a quotation workflow when a trusted system or process sends a request to Notis, with the customer and service details supplied in the prompt context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Quotation
Tool to create a new quotation. use when submitting a customer quote request via the ascora api.
Why this helps
Approved quote requests can sit in another process while someone manually re-enters the same details into Ascora.
- Start quotation work from an HTTP request
- Reduce repeated entry for approved requests
- Keep quotation creation tied to supplied request details
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 create an Ascora quotation from the approved request details supplied with the webhook, and to flag missing information in the run report.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real approved request.
Questions about this workflow
What starts this workflow?
An HTTP request to the Notis webhook starts it.
Does the webhook provide customer and service details automatically?
The request context must supply the details Notis needs. The listed actions do not provide an approval system or a way to look up the request elsewhere.
Can it approve quote requests?
No. This workflow starts from a request that is already approved and creates a quotation using supplied details.
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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