Keep campaign documents with the right Ascora record
Put the supporting file beside the customer, job, or quote it belongs to.
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
Supporting documents sent alongside campaign follow-up can end up detached from the Ascora record people need.
- Keep related documents with their Ascora record
- Reduce manual file re-uploading
- Make supporting material easier to find
Setup
Build it in a few focused steps.
- 1Connect AimTell and Ascora once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3Describe that Notis should upload the supplied file to the specified Ascora entity.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real file and a valid Ascora entity ID.
Questions about this workflow
What information must the request provide?
The upload action needs an existing Ascora entity and an attachment. Supply a valid entity ID and the file through the webhook process.
Can this create the Ascora record too?
This workflow uses the attachment action for an existing entity. Create or identify the record separately before uploading the file.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Ascora. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Ascora, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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