Turn clear quote requests into Ascora quotations
Move a well-defined quote request toward a quotation without re-reading and re-entering the same details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Quotation
Create a new quotation or enquiry for a customer.
Why this helps
A quote request can lose momentum when its scope and customer details are scattered across captured pages and manual notes.
- Reduce repeat review of captured requests.
- Prepare quotations from available request details.
- Surface incomplete scope before creating a quotation.
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 assess captured quote requests and create an Ascora quotation only when the customer and scope are clear.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real request and review the quotation details.
Questions about this workflow
Will Notis invent prices or job scope?
No. Instruct Notis to use details actually present in the captured request and available to Ascora, and report missing pricing or scope for review.
What if the request does not identify an Ascora customer?
Have Notis report the missing or uncertain customer match instead of creating a quotation against an assumed customer.
What starts the automation?
A request to the Notis webhook starts it after Agenty has captured the quote request.
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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