Create Ascora customers from AI-qualified leads
Move a lead from AI analysis into Ascora with the details your team needs to follow up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create or Update Customer
Creates a customer or updates an existing customer’s details.
Why this helps
Promising leads can get lost between AI research and the field service system where someone needs to follow up.
- Reduce retyping between AI tools and Ascora.
- Keep lead context alongside customer details.
- Start follow-up with a customer record already in place.
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 create or update an Ascora customer from the lead details sent to Notis.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real lead and confirm the customer record.
Questions about this workflow
What starts this workflow?
An HTTP request to the Notis webhook starts the automation. Ai ml api has no listed integration trigger events.
What lead details can be used?
Notis can use details included in the webhook request, such as company name, contact information, address, and supplied qualification notes.
Will it create duplicate customers?
The Ascora action can create or update a customer. Describe how Notis should recognize a match, and review the test result before relying on it.
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.
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.
Ai ml api and Ascora, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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