Start with a focused brief of relevant Ascora jobs
Bring the jobs connected to current CMS projects into one concise report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Jobs
Retrieve a list of jobs.
Why this helps
Busy teams lose time searching job lists for work related to current project content and priorities.
- Prepare a recurring summary of relevant job records.
- Use project identifiers or priorities available to Notis to narrow the report.
- Reduce context switching between the CMS and job system.
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 job records should be summarized and how they relate to project information available from Agility CMS.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real report and confirm the project identifiers can match available job data.
Questions about this workflow
Can Notis infer a project relationship from unrelated records?
No. Provide a shared project identifier or other information that is present in the data available to the automation.
Does this schedule or assign field staff?
No. The selected action retrieves jobs. The listed Ascora events do not include an action to schedule or assign field staff.
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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