Turn a qualified Agile CRM deal into an Ascora quotation
Move a qualified opportunity toward a quote without reassembling the request by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Quotation
Create a new quotation or enquiry for a customer.
Why this helps
Qualified opportunities can stall while someone recopies deal context and starts a quotation in another system.
- Reduce delay between qualification and quote preparation
- Keep provided deal context together with the quotation request
- Give the team a consistent starting point for quote follow-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: create an Ascora quotation when the request contains a qualified Agile CRM deal and the quote details needed by Ascora.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real qualified deal request and review the quotation in Ascora.
Questions about this workflow
Will this workflow decide whether a deal is qualified?
It can use the qualification information supplied with the webhook request. Agile CRM trigger events are not listed in this package.
What if the request lacks quote details?
Notis can report the run outcome. Provide the details needed to create the quotation in the request or the automation instruction.
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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