Carry Agiled project context into Ascora
Put the latest project update where the field team can find it by adding it to the related Ascora record as a note.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Note
Adds a note to an entity using its valid system ID.
Why this helps
Important decisions and progress updates can be split across tools, leaving the next person without the context they need.
- Keep project context close to the related Ascora record.
- Reduce manual status recaps between office and field work.
- Add a dated update to an existing customer, job, or quote.
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 add the supplied Agiled update as a note on the matching Ascora entity.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real update and verify it appears on the intended Ascora record.
Questions about this workflow
What does the workflow need to add a note?
The request must provide the update and a valid Ascora entity ID, as the Create Note action requires one.
Can it add a note to a job or quote instead of a customer?
Yes. The action supports notes on entities such as customers, jobs, and quotes, provided the matching Ascora entity ID is supplied.
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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