Keep captured site plans with the right Ascora job
Put a relevant plan alongside the job it belongs to, so field teams can find it in context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Upload Attachment
Uploads a file attachment to an existing entity.
Why this helps
Plans gathered during browser research can end up detached from the job record where the team needs them.
- Keep relevant files with their job record.
- Reduce searching across separate research tools.
- Avoid attaching files when the job match is unclear.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Ascora once in the Notis portal.
- 2Create an automation in the portal or tell Notis what outcome you want from any channel.
- 3Describe how Notis should attach a supplied plan to an Ascora job only when the file and job match are clear.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real file and confirm it appears on the intended job.
Questions about this workflow
Does this create a site plan from a web page?
No. Agenty must provide an attachment that can be uploaded to Ascora.
What if the file has no clear job match?
Instruct Notis to report the file and request a human match instead of attaching it.
Can a file be attached to other Ascora entities?
The available Ascora action supports uploading an attachment to an entity. This workflow is configured around matching a job.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Ascora. A trigger fires from one place; an action lands in another.
Agenty triggers
Ascora actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Note
Adds a note to an entity using its valid system ID.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Quotation
Create a new quotation or enquiry for a customer.
Create or Update Contact
Creates or updates a customer contact.
Create or Update Customer
Creates a customer or updates an existing customer’s details.
Get Customers
Retrieve all customers.
Create or Update Supplier
Creates a supplier or updates an existing supplier’s details.
Get Jobs
Retrieve a list of jobs.
Delete Customer
Deletes a customer after confirming the customer exists.
Connect any two apps with Notis in the middle.
Agenty and Ascora, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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