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Notis

Process parsed customer updates on a schedule

Batch customer updates for a predictable review and keep matching Ascora records current.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Create or Update Customer

Creates a customer or updates an existing customer’s details.

Why this helps

Small customer updates can pile up when they arrive across multiple parsed documents throughout the week.

  • Group supplied updates into a predictable processing window.
  • Reduce repeated manual record edits.
  • Report uncertain matches rather than guessing.

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 process the parsed customer updates available to it and update only confidently identified records.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with one real update before relying on the schedule.

Questions about this workflow

Does the schedule pull documents from Airparser?

No. It runs the instruction on the information available to Notis. Make the parsed updates available to the automation as needed.

Can it update multiple customer records?

The instruction can ask Notis to process multiple supplied updates, subject to the information and Ascora actions available during the run.

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.

TriggerScheduled

Create Note

Adds a note to an entity using its valid system ID.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Quotation

Create a new quotation or enquiry for a customer.

ActionInstant

Create or Update Contact

Creates or updates a customer contact.

ActionInstant

Create or Update Customer

Creates a customer or updates an existing customer’s details.

ActionInstant

Get Customers

Retrieve all customers.

ActionInstant

Create or Update Supplier

Creates a supplier or updates an existing supplier’s details.

ActionInstant

Get Jobs

Retrieve a list of jobs.

ActionInstant

Delete Customer

Deletes a customer after confirming the customer exists.

ActionInstant

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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