See which Ascora quotes need attention against current priorities
Get a focused review of quotes that match the priorities your team is tracking in Agility CMS.
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
Quote follow-up slips when teams must scan a long list and remember which CMS projects matter now.
- Surface relevant quotes on a recurring schedule.
- Reduce manual scanning of quote records.
- Keep the review focused on priorities available to the automation.
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 which quote statuses, dates, customers, or CMS priorities should be included in the review.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real review cycle and confirm the criteria use data available to Notis.
Questions about this workflow
Can the workflow tell which quotes are overdue?
Only if the quote data and the criteria supplied to Notis provide a due date or other usable definition of overdue.
Does it update quote status?
No. This workflow retrieves quotes and produces a review summary; the selected Ascora action is read-only.
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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