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Notis

Keep supplier references and Ascora records aligned

See which supplier references may need a follow-up in Ascora without searching both systems manually.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get Suppliers

Lists suppliers and their business details.

Why this helps

Supplier information can drift between the CMS and operations records, leaving teams unsure which entries need review.

  • Surface potential missing or outdated supplier entries.
  • Reduce time spent comparing directories by hand.
  • Deliver a focused report for a team member 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 supplier references from Agility CMS should be compared with Ascora suppliers and what findings to report.
  • 4Choose a recurring schedule and select where run reports should go.
  • 5Test with one real comparison and verify the reference details are available to Notis.

Questions about this workflow

Does this update supplier records?

No. The selected action retrieves suppliers. Use the report to identify records for follow-up.

Can it detect a change in supplier contact details?

It can compare available contact details if those details are accessible from Agility CMS and Ascora.

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.

TriggerScheduled

Create Note

Adds a note to an entity using its valid system ID.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Quotation

Create a new quotation or enquiry for a customer.

ActionInstant

Create or Update Contact

Creates or updates a customer contact.

ActionInstant

Create or Update Customer

Creates a customer or updates an existing customer’s details.

ActionInstant

Get Customers

Retrieve all customers.

ActionInstant

Create or Update Supplier

Creates a supplier or updates an existing supplier’s details.

ActionInstant

Get Jobs

Retrieve a list of jobs.

ActionInstant

Delete Customer

Deletes a customer after confirming the customer exists.

ActionInstant

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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