Turn relevant business listings into organized prospects
Review a batch of captured listings and keep promising business contacts available for follow-up in Ascora.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create or Update Customer
Creates a customer or updates an existing customer’s details.
Why this helps
Potential customers collected in directory research are easy to forget when they remain in a separate batch of scraped results.
- Review listings in batches on a chosen schedule.
- Keep relevant customer details in Ascora.
- Skip entries with insufficient or unsuitable information.
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 review Agenty's captured listings against your prospect criteria and create or update suitable Ascora customers using only available details.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real listing and review the customer record.
Questions about this workflow
Where do the prospect criteria come from?
State your criteria in the automation instruction. Agenty supplies captured listing data; it does not define your ideal customer profile.
Will Notis add every listing?
No. Instruct it to create or update records only for listings that meet your criteria and contain enough reliable information.
Can it find duplicates?
Notis can compare returned details with Ascora customer data and update a likely match, while flagging ambiguous cases.
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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