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Notis

Put AI job visit debriefs on Ascora records

Get field observations onto the job record while the details are still fresh.

Trigger

Webhook received

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

Action

Create Note

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

Why this helps

Visit findings can stay in photos, messages, or AI chats instead of reaching the job record for the next person.

  • Keep visit context with the job.
  • Make handoffs easier for the next person.
  • Reduce the chance that observations remain in disconnected tools.

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 summarize the supplied visit notes or image findings and include the valid Ascora job ID.
  • 4Choose the webhook trigger and select where run reports should go.
  • 5Test with one real debrief and confirm the note is on the correct job.

Questions about this workflow

Can this process photos from a site visit?

Ai ml api can process images. Supply the image or analysis and tell the automation how to include the findings in the note.

Does it update job status?

The selected action creates a note. It does not change job status.

What does the Ascora action require?

It requires a valid entity ID for the job that should receive the note.

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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