Keep Ascora contacts current with published CMS profiles
A profile update can carry the right contact details straight into Ascora.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create or Update Contact
Creates or updates a customer contact.
Why this helps
Contact changes made in the CMS are easy to miss when someone has to copy them into a separate customer system.
- Reduce manual updates when contact profiles change.
- Use the supplied customer ID to associate the contact with the right Ascora customer.
- Keep contact information and default contact preference in step with published profiles.
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 profile details should create or update an Ascora contact for the supplied customer ID.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real profile that includes a valid Ascora customer ID.
Questions about this workflow
Does the profile need to identify an Ascora customer?
Yes. The contact action requires a valid customer ID. Include it in the webhook payload or make it available to Notis.
Can the workflow update a contact's default status?
The action supports a default contact flag. Describe the intended value in the instruction and provide the information needed to determine it.
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
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.