Keep quote follow-up visible across AnyDB and Ascora
Get a concise view of tracked requests and their quote status without reopening each system.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Quotes
Lists quotes, optionally filtered by status, date or customer.
Why this helps
Founders can lose track of quote follow-up when request notes live separately from current quote status.
- Surface tracked requests that still need follow-up
- Reduce repeated manual status checks
- Receive a focused run report on a schedule
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 review the AnyDB follow-up records against current Ascora quotes and report unmatched or pending items.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real tracked request and verify the status report.
Questions about this workflow
Does this workflow create or modify quotes?
No. It retrieves Ascora quotes and reports on their status against the AnyDB follow-up list.
What if the two systems do not share a reliable identifier?
Provide a matching rule in the instruction based only on details present in both systems, and review uncertain matches in the report.
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.
Create Note
Adds a note to an entity using its valid system ID.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Quotation
Create a new quotation or enquiry for a customer.
Create or Update Contact
Creates or updates a customer contact.
Create or Update Customer
Creates a customer or updates an existing customer’s details.
Get Customers
Retrieve all customers.
Create or Update Supplier
Creates a supplier or updates an existing supplier’s details.
Get Jobs
Retrieve a list of jobs.
Delete Customer
Deletes a customer after confirming the customer exists.
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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