Turn a quote request into an Ascora quotation
When your quote request process sends a Notis webhook, use its supplied details to create an Ascora quotation and keep the next step moving.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Quotation
Tool to create a new quotation. use when submitting a customer quote request via the ascora api.
Why this helps
Manually re-entering quote request details takes focus away from deciding what to quote and following up with the customer.
- Reduce repeated entry of supplied quote request details.
- Start quotation creation from an HTTP request in your process.
- Keep quote follow-up connected to the request that initiated it.
Setup
Build it in a few focused steps.
- 1Connect Airtable and Ascora once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language.
- 3Describe how to create an Ascora quotation from the customer and quote details supplied with the request.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Test with one real quote request and confirm the created quotation.
Questions about this workflow
Does the webhook automatically read Airtable records?
The trigger is an HTTP request. Ensure the request supplies the details needed for the quotation, or include instructions for Notis to consult available Airtable context.
Can it create a quotation if the required details are missing?
The quotation action needs appropriate input. Have Notis report missing details for follow-up rather than assuming values.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtable to Ascora. A trigger fires from one place; an action lands in another.
Airtable triggers
Ascora actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Customer
Tool to delete a specific customer by id. use when you need to remove a customer after confirming its existence.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Quotation
Tool to create a new quotation. use when submitting a customer quote request via the ascora api.
Base Metadata Changed
Triggers when an existing Airtable base changes its name or permission level.
Delete Customer
Tool to delete a specific customer by id. use after confirming the customer exists.
Base Schema Changed
Triggers when tables, fields, or views change in an Airtable base.
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
User Profile Changed
Triggers when the connected Airtable user's profile information changes.
Get Jobs
Tool to retrieve jobs. use when you need to filter and paginate job listings from ascora.
View Created
Triggers when a new view is created in an Airtable base.
View Deleted
Triggers when a previously known Airtable view is deleted.
View Metadata Changed
Triggers when an Airtable view changes its name or type.
Connect any two apps with Notis in the middle.
Airtable and Ascora, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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