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Notis

Keep a scheduled digest of parsed job updates in Ascora

Bring supplied updates together on the job record so the team can pick up the latest context quickly.

Trigger

Recurring schedule

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

Action

Create Note

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

Why this helps

Job updates scattered across parsed correspondence take time to collect when someone needs the latest context.

  • Consolidate supplied updates into a concise record note.
  • Reduce time spent gathering context from documents.
  • Keep the digest with the entity it concerns.

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 summarize the parsed updates available to it and add the digest to the identified Ascora entity.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with one real set of updates and a valid entity ID.

Questions about this workflow

Will the schedule gather updates from Airparser automatically?

No. Make the parsed updates available to Notis for the scheduled run.

What does Ascora need to add the note?

A valid entity ID is required. Have Notis report any update that cannot be confidently tied to an Ascora entity.

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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