Make Ascora quote follow-up easier to review
Start your follow-up block with a clear view of quotes that may need attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Quotes
Lists quotes, optionally filtered by status, date or customer.
Why this helps
Quote follow-up slips when checking status requires a separate manual review of the quoting system.
- Bring quote status into a regular review
- Reduce repeated manual searching
- Keep follow-up decisions in one run report
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.
- 3Tell Notis to retrieve Ascora quotes and summarize those that need follow-up, using the available quote details.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and review the quote summary.
Questions about this workflow
Can this identify whether a quote has already been contacted?
Only if that history is available in the returned data or you provide it. The listed quote retrieval action does not promise contact history.
Can I choose how often it runs?
Yes. Choose a recurring schedule in the Notis trigger setup.
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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