Keep job notes current with monitored website changes
Bring relevant updates from monitored websites into the Ascora job record where your team can act on them.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Note
Adds a note to an entity using its valid system ID.
Why this helps
Important changes found during website monitoring can stay outside the job record and be overlooked during planning.
- Bring relevant monitored changes into job context.
- Reduce manual review and note taking.
- Keep notes tied to a job only when a reliable match is available.
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 latest change results, find a matching Ascora job, and add a concise note when the match is clear.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real change result and confirm the note is attached to the right job.
Questions about this workflow
How does Notis identify a matching job?
It can use job identifiers, customer details, or address information returned by Agenty and available from Ascora. Ambiguous matches should be reported for review.
Does this workflow monitor websites by itself?
No. Agenty supplies the website monitoring results; the Notis schedule starts the review and note workflow.
What if the change does not relate to a job?
Instruct Notis to report the result without adding a note when no relevant job can be identified.
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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