Move new Agile CRM leads into Ascora customer records
Capture a new lead once, then let Notis prepare its Ascora customer record while you stay focused on the conversation.
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
Copying lead details into a separate service system adds busywork and can leave customer records incomplete.
- Reduce duplicate data entry between sales and service
- Create or update a customer from the details in the incoming request
- Keep the lead handoff moving without switching systems
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 an Ascora customer using the Agile CRM lead details provided with the request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real lead request and check the resulting Ascora customer.
Questions about this workflow
Does Agile CRM provide a trigger for this workflow?
No Agile CRM trigger is listed here. The workflow starts when an HTTP request reaches its Notis webhook.
What customer details can it use?
It can use details included with the request, such as a company name and available contact or address information.
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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