Move site plans from AnyDB onto Ascora jobs
Keep the latest plan alongside the job details your field team needs.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Upload Attachment
Uploads a file attachment to an existing entity.
Why this helps
Site documents stored with planning records are easy to miss when a crew opens the operational job elsewhere.
- Keep job documents with the operational record
- Reduce manual downloading and re-uploading
- Make the source file and job match explicit
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 use the file and job reference in the AnyDB record to attach the plan to the matching Ascora job.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real plan and verify the attachment on the intended job.
Questions about this workflow
Does the AnyDB record need to provide the file?
Yes. The workflow can only attach a file that is available from the record or webhook context.
What happens if there is no clear job match?
Ask Notis to report the record for manual review instead of attaching the plan 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.
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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