Keep customer research with the customer record
Save a short, useful research summary where your team can find it during customer follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Note
Adds a note to an entity using its valid system ID.
Why this helps
Useful customer context found while browsing can disappear into browser results instead of reaching the customer record.
- Reduce context switching during customer research.
- Keep concise findings with the relevant customer record.
- Avoid adding notes when a customer match is uncertain.
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 summarize relevant captured research and add a note only when the Ascora customer match is clear.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real research result and check the note on the customer record.
Questions about this workflow
What makes a research finding relevant?
Specify the useful information in your automation instruction, such as a public service update or business detail that supports customer follow-up.
Can Notis add information not present in the source?
No. The note should summarize the Agenty result and distinguish reported facts from uncertainty.
What happens if a customer cannot be identified?
Instruct Notis to report the research without adding it to an assumed customer record.
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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