Move Agiled scope requests into Ascora quotations
Turn a project scope handoff into an Ascora quotation, with Notis handling the repeat entry from your request.
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
Scope details can get stranded in a project or CRM record while someone still needs to re-enter them to start a quote.
- Start quotation work from a structured project request.
- Keep scope context attached to the request sent to Notis.
- Reduce manual copying between project and quoting systems.
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 an Ascora quotation using the customer and scope details provided in the request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real scope request and review the quotation in Ascora.
Questions about this workflow
Does this workflow invent pricing or scope details?
No. It should use details supplied in the request. Provide any required quote information that is not present in the Agiled handoff.
Does Agiled start this from a built-in event?
No trigger event is listed for Agiled. A configured sender must make an HTTP request to the Notis webhook.
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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