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Notis

Move captured service inquiries into Ascora

Give new service inquiries a clear place in Ascora, with less copying and fewer missed follow-ups.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create or Update Customer

Creates a customer or updates an existing customer’s details.

Why this helps

Service inquiries collected during website research can sit in a separate tool until someone has time to transfer them.

  • Reduce manual copying of inquiry details.
  • Keep potential customer records in Ascora for follow-up.
  • Review uncertain or incomplete details before updating records.

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 review captured service inquiries and create or update suitable Ascora customers.
  • 4Pick the Notis webhook trigger and choose where run reports should go.
  • 5Test with one real inquiry and review the result.

Questions about this workflow

What starts this workflow?

A request to the Notis webhook starts it. Configure Agenty to send its captured inquiry result to that webhook.

Will every captured page become a customer?

Instruct Notis to create or update records only when the result contains a genuine service inquiry and enough reliable contact information.

Can Notis fill in missing contact details?

Notis can use details returned by Agenty, but missing information should be left out or flagged for review.

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.

TriggerScheduled

Create Note

Adds a note to an entity using its valid system ID.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Quotation

Create a new quotation or enquiry for a customer.

ActionInstant

Create or Update Contact

Creates or updates a customer contact.

ActionInstant

Create or Update Customer

Creates a customer or updates an existing customer’s details.

ActionInstant

Get Customers

Retrieve all customers.

ActionInstant

Create or Update Supplier

Creates a supplier or updates an existing supplier’s details.

ActionInstant

Get Jobs

Retrieve a list of jobs.

ActionInstant

Delete Customer

Deletes a customer after confirming the customer exists.

ActionInstant

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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