Keep job completion reviews in Ascora
Capture the evidence and outstanding context together on the job record before closing the loop.
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
Completion evidence can be scattered across files and conversations when someone needs to review whether the job is ready to close.
- Keep supplied completion evidence close to the job.
- Make review context easier to pick up.
- Reduce manual consolidation before a closeout decision.
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 completion evidence to review, the schedule, and the valid Ascora job ID for the note.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real job and check the review note before using it for closeout.
Questions about this workflow
Does this close the job automatically?
No. It creates a note for review and does not change the job's status.
What evidence can it review?
Provide the information or files available to the workflow, such as supplied notes or image findings.
Can it determine completion without a checklist?
Provide the completion criteria or checklist. The workflow cannot apply criteria it has not been given.
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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