Give parsed quote requests a regular review
Create a dependable checkpoint for quote requests extracted from documents and move complete requests into Ascora.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Quotation
Create a new quotation or enquiry for a customer.
Why this helps
Quote requests can sit in a queue when parsed details are not reviewed promptly.
- Add a recurring checkpoint for supplied quote requests.
- Create quotations only when the instruction's requirements are met.
- Make missing information clear in the run report.
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 review supplied parsed requests, create quotations for sufficiently complete ones, and report gaps.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one complete and one incomplete real example.
Questions about this workflow
Does the schedule retrieve quote requests from Airparser?
No. The parsed request details must be available to Notis when the scheduled automation runs.
Will incomplete requests create quotations?
Tell Notis what information is required and to report requests that do not meet that requirement.
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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