Carry Agile CRM contact updates into Ascora
Keep the people attached to a customer record current as contact details change.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create or Update Contact
Creates or updates a customer contact.
Why this helps
Contact changes can get lost between CRM follow-up and the service records used by the delivery team.
- Reduce manual contact edits in Ascora
- Keep customer communication details current from supplied updates
- Make changes easier to review through run reports
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Ascora once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe the outcome in one instruction: create or update the Ascora contact for the customer identified in the request using the supplied Agile CRM contact details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real contact update and verify the contact under its Ascora customer.
Questions about this workflow
What does Ascora need to identify the customer?
The action requires a valid Ascora customer ID. Ensure it is supplied or otherwise available to the automation.
Can this create the customer too?
This action creates or updates a contact for a customer. Use the customer creation action when the customer record itself needs to be created or updated.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Ascora. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Ascora, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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