Keep Ascora quote reviews together with AI notes
Put review findings beside the quote so the next decision starts with context.
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
Quote checks and analysis can be hard to find when the findings live in a separate AI conversation.
- Keep quote review findings with the quote record.
- Make periodic review context easier to revisit.
- Reduce repeated research and manual note taking.
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 review context to summarize, the cadence, and the valid Ascora quote ID for the note.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real quote and verify the note is attached to it.
Questions about this workflow
Can the workflow review quote changes over time?
Only if the relevant quote details and prior context are available to the workflow. Supply missing history or a comparison baseline.
What does the action do?
It creates a note on an Ascora entity. The quote must be identified with a valid entity ID.
Can I use a different cadence?
Yes. Select the recurring schedule that matches your review routine.
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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