Spot customer website updates relevant to Ascora quotes
Notice when a customer's public website changes while a quote is in progress, then review the context in Ascora.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Quotes
Lists quotes, optionally filtered by status, date or customer.
Why this helps
A changed customer requirement or public detail may go unnoticed while a quote awaits follow-up.
- Bring potentially relevant changes to attention.
- Focus review on quotes matched to monitored customer websites.
- Keep uncertain implications with a person for judgment.
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.
- 3Instruct Notis to compare recent website changes with Ascora quote results and report relevant changes without assuming they alter the quote.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real change and verify the quote and customer match.
Questions about this workflow
Does this workflow change or resend a quote?
No. It reviews quote results and reports potentially relevant website changes for a person to assess.
Can it tell whether a website change affects a quote?
Not reliably in every case. Notis can summarize the change and its possible relevance, but a person should decide whether the quote needs an update.
What information is needed to match a website to a customer?
The Agenty results need to include a customer identifier or website detail that can be compared with information associated with Ascora quotes.
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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