Keep monthly customer recaps on Ascora accounts
Give each account a clear monthly snapshot where your team already looks for customer details.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Note
Adds a note to an entity using its valid system ID.
Why this helps
Customer account context gets harder to maintain when updates are spread across conversations and separate tools.
- Make monthly account context easier to scan.
- Keep recaps attached to customer records.
- Reduce time spent rebuilding context before follow-up.
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 account context to recap, the monthly cadence, and the valid customer entity ID for the note.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one account and verify the recap on its Ascora record.
Questions about this workflow
Can it include prior account history?
Yes, if that history is available to the workflow. Supply any details or baseline that it cannot retrieve.
Will the recap update customer fields?
This workflow uses the Create Note action to add a recap note. It does not update customer fields.
How often will it run?
Set a monthly recurring schedule when choosing the Notis trigger.
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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