Find customer record gaps before they slow your Agile CRM handoff
Spot missing customer details in a regular review and make the next handoff easier to complete.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Customer
Retrieves a customer’s details.
Why this helps
A missing email, address, or contact detail can turn a straightforward service handoff into another round of chasing information.
- Make incomplete customer records easier to spot
- Reduce time spent searching across systems for missing details
- Give the team a repeatable review report
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 customer details returned and report records missing the information needed for an Agile CRM handoff.
- 4Choose the recurring schedule trigger and select where run reports should go.
- 5Test with one real run and confirm the report flags only gaps visible in the returned data.
Questions about this workflow
What counts as a handoff gap?
Describe the needed details in the automation instruction, such as a contact email or address. The action only returns details Ascora provides.
Does it fill missing fields automatically?
No. This workflow retrieves customer details and reports gaps. It does not update customer records.
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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