Carry Agile CRM context into Ascora notes
Put the important CRM context beside the Ascora record where work continues.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Note
Adds a note to an entity using its valid system ID.
Why this helps
Sales context often stays in the CRM, leaving service teams to chase the story before they can act.
- Keep relevant handoff context with the Ascora entity
- Reduce repeated searches for deal history
- Make customer and job context easier to pick up
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: add the supplied Agile CRM handoff context as a note on the identified Ascora entity.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real handoff and verify the note on the intended Ascora entity.
Questions about this workflow
Which Ascora records can receive a note?
The action supports an entity such as a customer, job, or quote and requires a valid entity ID.
Can Notis find the entity from a CRM name alone?
The action requires a valid Ascora entity ID. Supply that ID or make it available to the automation.
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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