Keep Agiled customer updates in sync with Ascora
Capture a customer update from Agiled and ask Notis to create or refresh the corresponding Ascora record.
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
Re-entering customer details in a field service system takes time and can leave teams working from stale records.
- Reduce repeat data entry when a lead becomes a customer.
- Keep customer contact and address details current in Ascora.
- Use one webhook-triggered instruction for the handoff.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Ascora once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome from any channel.
- 3In one instruction, ask Notis to create or update the Ascora customer using the customer details in the incoming Agiled request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real Agiled customer example and confirm the Ascora record.
Questions about this workflow
Does Agiled provide a trigger event for this workflow?
No Agiled event is listed here. The workflow starts when an HTTP request reaches its Notis webhook, such as a request sent by an integration you have configured.
What happens if the customer already exists?
The Ascora action can create a new customer or update an existing one. Include enough identifying details in the request for Notis to select the right record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Ascora. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Ascora, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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