Attach AI analysis files to Ascora quotes
Keep the analysis file beside the quote it supports so the reviewer can find both together.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Upload Attachment
Uploads a file attachment to an existing entity.
Why this helps
Quote analysis often ends up separated from the quotation, creating extra searching for the person making the decision.
- Keep quote analysis with the existing quotation.
- Reduce hunting across file storage and AI sessions.
- Make supporting material easier for reviewers to inspect.
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 which supplied analysis file to attach and include the valid Ascora quote entity ID.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real quote file and verify the attachment in Ascora.
Questions about this workflow
Does this create a quotation?
No. It uploads an attachment to an existing Ascora entity. Provide the quote's valid entity ID.
Can the analysis be generated first?
Yes, if the completed file is made available to the workflow. This action uploads that file.
Does it send the file to a customer?
No customer delivery is specified by this action. It attaches the file to the Ascora record.
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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