Turn verified service intake into Ascora customers
Carry customer intake into Ascora so the team can move from request to service planning.
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
Service requests can be complete in an intake or AI workflow while the customer record still needs to be entered manually.
- Move intake details into the service operations system.
- Reduce duplicate transcription from request forms.
- Start the customer workflow with useful details already recorded.
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 verified intake details included in the request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one completed intake and review the customer record in Ascora.
Questions about this workflow
What details should the intake include?
Include the company name and available verified contact, address, and communication details.
Can the workflow also schedule a job?
This package uses the customer create or update action. Job scheduling is not part of the selected action.
What starts the workflow?
An HTTP request to the Notis webhook starts it with the intake context.
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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