Start an Ascora quotation from a project brief
Move a structured CMS brief into an Ascora quotation without retyping its details.
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
Preparing a quotation from a content brief can stall while someone transfers the customer and scope details by hand.
- Reduce re-entry of brief details when preparing a quote.
- Keep the quotation tied to the customer details supplied with the request.
- Make incomplete pricing or scope details visible before creating the quote.
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 complete project brief should be used to create an Ascora quotation, including the customer and quote details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real brief that includes the information required by Ascora.
Questions about this workflow
Can a brief with missing pricing still create a quotation?
The quotation action needs suitable quote details. Provide required pricing and scope information in the request, or have the instruction flag incomplete briefs for attention.
Does this publish the quotation to the customer?
This action creates a quotation in Ascora. The supplied action description does not indicate that it sends or publishes the quote to a customer.
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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