Catch Ascora quotes that need attention
Let a scheduled review bring quote status and dates into one run report so follow-up is easier to spot.
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
When quote follow-up depends on remembering to check a list, promising requests can sit untouched.
- Create a recurring prompt to review quote status and dates.
- Make follow-up candidates easier to scan in a run report.
- Reduce the need to remember manual quote list checks.
Setup
Build it in a few focused steps.
- 1Connect 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 review returned Ascora quotes and summarize those whose status or dates suggest follow-up.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real quote example and check that the summary reflects the data Ascora returns.
Questions about this workflow
Can this workflow know which quotes are overdue?
Only when Ascora returns dates and status that support that conclusion. Notis cannot infer missing dates or a follow-up policy you have not supplied.
Does this create reminders or change quotes?
No. It retrieves quotes and summarizes potential follow-up in the run report.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Ascora.