Keep AimTell campaign context on Ascora customer records
Give your next customer conversation the campaign context it is missing.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Note
Adds a note to an entity using its valid system ID.
Why this helps
A customer record may not explain which push campaign or subscriber interaction prompted a follow-up.
- Keep useful campaign context beside the customer record
- Make handoffs easier for teammates
- Avoid searching campaign history during follow-up
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 add the supplied campaign context as a note to the matching Ascora customer.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real request containing a valid Ascora customer ID and note details.
Questions about this workflow
What does this action need to create the note?
It requires a valid Ascora entity ID. Include the customer ID in the webhook request or otherwise supply it to Notis.
Can Notis find the customer from an email address?
The note action requires an entity ID. If you need a customer ID, retrieve or provide one through a suitable process before creating the note.
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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