Turn published client listings into Ascora customer records
Publish a client listing in Agility CMS and let Notis keep its Ascora customer record current.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create or Update Customer
Creates a customer or updates an existing customer’s details.
Why this helps
Re-entering company and contact details from a published CMS listing creates duplicate records and leaves customer information stale.
- Reduce duplicate data entry after publishing client details.
- Keep Ascora customer information aligned with the content you choose to publish.
- Use the webhook payload to identify the customer and the details to update.
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 published client listing details should create or update the corresponding Ascora customer.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real listing that includes the details Ascora needs.
Questions about this workflow
What starts this automation?
An HTTP request to the Notis webhook starts it. Configure the publishing process to send the relevant listing details in that request.
What if the listing does not include enough information?
Notis can only use details in the webhook payload or information it can retrieve. Supply any required customer details that are missing.
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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