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Prepare Ascora Quotations From Browser Research

Bring researched scope details into your quoting workflow without starting from a blank record.

Trigger

Webhook received

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

Action

Create Quotation

Create a new quotation or enquiry for a customer.

Why this helps

Transferring researched customer and scope details into a quotation takes focus away from reviewing the actual offer.

  • Carry researched scope into an Ascora quotation.
  • Cut down on manual re-entry before quote review.
  • Start from a webhook when Airtop sends the relevant details.

Setup

Build it in a few focused steps.

  • 1Connect Airtop and Ascora once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language.
  • 3Ask Notis to use the submitted customer and scope details to create an Ascora quotation, flagging missing information for review.
  • 4Choose the webhook trigger and report channel, then test with one real quote example.

Questions about this workflow

Can Notis infer pricing from an Airtop page?

Only use pricing or scope details actually supplied in the Airtop submission or provided by you. Ask Notis to flag missing details.

Does this workflow send the quote to a customer?

The listed action creates a quotation in Ascora. It does not specify sending the quote.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Airtop to Ascora. A trigger fires from one place; an action lands in another.

Airtop 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.

Airtop and Ascora, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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