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Notis

Keep Quote Monitoring With the Ascora Quote

Bring scheduled browser checks into the record your team uses to manage quotes.

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

A quote can need attention while its latest status or context remains buried in a browser session.

  • Record status context near the quote.
  • Make a recurring review easier to act on.
  • Keep follow-up notes tied to the relevant Ascora entity.

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 review supplied Airtop quote findings and add a note to the matching Ascora quote using its valid entity ID.
  • 4Choose a recurring schedule and report channel, then test with one real quote.

Questions about this workflow

Does the workflow check Ascora quote status?

The findings come from Airtop data made available to Notis. Ascora's listed quote action can retrieve quotes, but the note action needs the quote entity ID.

Can it send a reminder to the customer?

The listed Ascora action creates a note. It does not send customer messages.

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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