Keep customer correspondence context in Ascora
Turn important extracted details into a note on the customer record, ready for the next person who needs the context.
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
Customer context gets scattered across email and documents, making follow-up harder to pick up.
- Keep key correspondence details with the customer record.
- Reduce context switching to find the source document again.
- Surface missing customer identifiers for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Airparser and Ascora once in Notis.
- 2Create an automation in plain language or in Automations, New Automation in the portal.
- 3Describe how Notis should identify the Ascora customer and add a concise note from the extracted correspondence.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real correspondence example.
Questions about this workflow
Can Notis add a note without a customer ID?
No. Ascora requires a valid entity ID. Include a customer identifier in the parsed request so Notis can find the record.
Can the note summarize the correspondence?
You can instruct Notis to summarize the provided extracted details before adding the note.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Ascora. A trigger fires from one place; an action lands in another.
Airparser 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.
Airparser and Ascora, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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