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Add verified contacts to Ascora customers

Keep newly discovered contact details attached to the right customer for smoother follow-up.

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

A useful contact found during research can remain outside Ascora, leaving the team to search for it again.

  • Attach verified people details to the right customer.
  • Reduce duplicate contact entry.
  • Make customer follow-up easier to continue.

Setup

Build it in a few focused steps.

  • 1Connect Ai ml api and Ascora once in the Notis portal.
  • 2Create an automation in the portal or tell Notis in plain language from any channel.
  • 3Describe how to add or update the contact using verified details and the valid Ascora customer ID.
  • 4Choose the webhook trigger and select where run reports should go.
  • 5Test with one contact and check the customer association in Ascora.

Questions about this workflow

What is required to create a contact?

The action requires a valid customer ID. It can use contact details such as name, email, and phone numbers.

Can this create a new customer too?

This action creates or updates a contact for a customer. Use a customer record in Ascora first.

Can the new contact be set as default?

The action accepts an optional default contact flag. Include your intent in the instruction and verify the result.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Ai ml api to Ascora. A trigger fires from one place; an action lands in another.

Ai ml api 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.

Ai ml api and Ascora, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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