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Notis

Carry project updates from AnyDB into Ascora jobs

Put the latest relevant context where the job is managed, so the team can pick up the thread.

Trigger

Webhook received

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

Action

Create Note

Adds a note to an entity using its valid system ID.

Why this helps

Important project updates can remain buried in a database while the operational job record stays stale.

  • Keep operational job notes current
  • Reduce context switching for field staff
  • Preserve the detail and source of a project update

Setup

Build it in a few focused steps.

  • 1Connect AnyDB and Ascora once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3In one instruction, ask Notis to identify the matching Ascora job and add a concise note containing the relevant AnyDB update.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real update and verify the note on the correct job.

Questions about this workflow

What does Ascora require to add a note?

A valid entity ID is required. The instruction should have Notis identify the correct job before creating the note.

Can the workflow note updates with no matching job?

Ask Notis to report the unmatched update for review rather than attach a note to an uncertain job.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

AnyDB 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.

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

When this happens · Trigger

Do this · Action

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