Surface Ascora quote follow-ups for your Agile CRM pipeline
Get a regular view of quotes that may need attention, without manually checking another system.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Quotes
Lists quotes, optionally filtered by status, date or customer.
Why this helps
Quote follow-up slips when updates live in Ascora but the sales team plans its day in Agile CRM.
- Reduce manual quote-list checking
- Bring quote status into a regular sales follow-up review
- Give the team a concise report to act on
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: review the Ascora quotes returned and report those that appear to need sales follow-up in Agile CRM, using only available quote details.
- 4Choose the recurring schedule trigger and select where run reports should go.
- 5Test with one real run and check that the report reflects the returned quotes.
Questions about this workflow
Does this update Agile CRM records?
No. This workflow retrieves Ascora quotes and reports follow-up items. The listed action does not update Agile CRM.
Can it identify overdue quotes?
It can analyze returned quote details when dates or statuses are present. It cannot infer a missing date or baseline.
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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