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Keep intake and scheduled work in view

Set a recurring review that checks the Airtable intake context you specify and retrieves Ascora jobs, so potential follow-up is easier to see in one report.

Trigger

Recurring schedule

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

Action

Get Jobs

Tool to retrieve jobs. use when you need to filter and paginate job listings from ascora.

Why this helps

Intake details and active jobs live in different places, making it easy for a founder to lose track of what needs a next step.

  • Bring intake context and a current job list into a recurring review.
  • Reduce manual cross-checking between systems.
  • Surface possible follow-up for a human to assess.

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 which Airtable intake context to review alongside Ascora jobs and what follow-up to highlight.
  • 4Pick a recurring schedule and choose where run reports go.
  • 5Test with one real example and adjust your instruction if needed.

Questions about this workflow

Will this create jobs in Ascora from intake records?

No. The available action retrieves jobs. Creating or scheduling jobs is not among the listed actions.

What schedule should I use?

Choose a cadence that fits your team's intake review. The trigger is a recurring schedule, with no specific cadence required by this workflow.

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.

TriggerScheduled

Delete Customer

Tool to delete a specific customer by id. use when you need to remove a customer after confirming its existence.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Quotation

Tool to create a new quotation. use when submitting a customer quote request via the ascora api.

ActionInstant

Base Metadata Changed

Triggers when an existing Airtable base changes its name or permission level.

TriggerPolling

Delete Customer

Tool to delete a specific customer by id. use after confirming the customer exists.

ActionInstant

Base Schema Changed

Triggers when tables, fields, or views change in an Airtable base.

TriggerPolling

Get Customers

Tool to retrieve a list of customers. use after authenticating with your api key.

ActionInstant

User Profile Changed

Triggers when the connected Airtable user's profile information changes.

TriggerPolling

Get Jobs

Tool to retrieve jobs. use when you need to filter and paginate job listings from ascora.

ActionInstant

View Created

Triggers when a new view is created in an Airtable base.

TriggerPolling

View Deleted

Triggers when a previously known Airtable view is deleted.

TriggerPolling

View Metadata Changed

Triggers when an Airtable view changes its name or type.

TriggerPolling

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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