Keep supplier invoice review findings in Ascora
Turn recurring invoice checks into notes the team can find alongside the work they support.
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
Invoice review findings can be scattered across analysis tools, making follow-up harder to track.
- Keep review findings in Ascora for team visibility.
- Create a repeatable place for invoice context.
- Reduce manual transfer of analysis into work records.
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 the invoice context to review, the recurring cadence, and the valid Ascora entity ID that should receive the note.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real invoice example and confirm the note is attached to the intended record.
Questions about this workflow
Does the workflow retrieve supplier invoices automatically?
The listed action creates a note. Provide invoice context to the workflow, including any details it should analyze.
Which Ascora record should receive the note?
Specify the valid entity ID for the related Ascora record, such as a job or supplier record if supported by your account.
Can it flag unusual amounts?
You can ask the AI to highlight patterns in supplied information, but it needs a comparison baseline or threshold if one is required.
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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