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Notis

Keep Customer Research With the Ascora Record

Put relevant browser findings where your team already manages customer work.

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

Research gathered during a busy day can end up in scattered tabs and never make it into the customer record.

  • Keep useful research beside the relevant customer.
  • Reduce context switching between browser research and service records.
  • Use a scheduled review of Airtop findings supplied to Notis.

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 summarize the supplied Airtop findings and add a note to the matched Ascora customer.
  • 4Choose a recurring schedule and report channel, then test with one real customer example.

Questions about this workflow

Does the schedule fetch data directly from Airtop?

Airtop has no native Notis trigger listed here. Arrange for the findings to be available to Notis for the scheduled run.

What does Ascora need to add a note?

The note action requires a valid entity ID, such as the customer's Ascora ID.

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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