Put published plans on the matching Ascora job
Send published plans from Agility CMS to the job record where field staff can find them.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Upload Attachment
Uploads a file attachment to an existing entity.
Why this helps
A published plan can be hard to locate when it remains in the CMS instead of being attached to the job record.
- Keep job documents alongside the Ascora record.
- Reduce the chance that staff work from an outdated or hard-to-find file.
- Use the supplied job ID and file in one handoff.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Ascora once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language from any channel.
- 3Describe how a published CMS file should be attached to the Ascora job identified in the request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real file and a valid Ascora job ID.
Questions about this workflow
What is required to attach a file?
The request must provide an existing Ascora entity ID and a file that can be uploaded.
Can the workflow attach files to entities other than jobs?
The action supports entities such as quotes, jobs, and customers. Describe the intended entity and supply its valid ID.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Ascora. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Ascora, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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