Find customer record gaps across CMS and Ascora
Get a recurring view of client records that may need attention across both systems.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Customers
Retrieve all customers.
Why this helps
Customer lists drift when teams cannot easily spot missing or differently named records across systems.
- Highlight likely missing or mismatched customer records.
- Use a recurring review to catch list drift earlier.
- Give the team a focused set of records to verify.
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 CMS client records or identifiers to compare with the Ascora customer list and how to report likely gaps.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real comparison and confirm that matching identifiers or names are available.
Questions about this workflow
Will this automatically change customer records?
No. This workflow retrieves Ascora customers and reports comparison findings for review.
What information helps match customers reliably?
A shared identifier is most useful. If only names are available, similar or changed names may need human review.
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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