Find the right Ascora customer from a new task
Start with the customer request in Asana and have Notis retrieve Ascora customer records for context.
Trigger
New Task Created
Triggers when a new task is created in a project.
Action
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
Why this helps
Finding an existing customer can mean switching systems and searching through a separate customer list.
- Bring customer lookup into the task workflow.
- Reduce manual searching across apps.
- Use returned customer data as context for the next decision.
Setup
Build it in a few focused steps.
- 1Connect Asana and Ascora once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3Ask Notis in one instruction to retrieve Ascora customers when a new task requests an existing customer lookup and summarize useful matches.
- 4Pick the Asana New Task Created trigger and choose where run reports should go.
- 5Test with one real task that includes a customer name or other search context.
Questions about this workflow
Does Get Customers retrieve one exact record?
The listed action retrieves a list of customers. Ask Notis to assess the returned list using the customer context provided.
Can it create a customer if none match?
No. The listed action retrieves customers; it does not create customer records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Ascora. A trigger fires from one place; an action lands in another.
Asana triggers
Ascora actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Customer
Tool to delete a specific customer by id. use when you need to remove a customer after confirming its existence.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Quotation
Tool to create a new quotation. use when submitting a customer quote request via the ascora api.
Attachment Added to Task
Triggers when an attachment is added to a task.
Delete Customer
Tool to delete a specific customer by id. use after confirming the customer exists.
New Comment on Task
Triggers when a comment is added to a task in a project.
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
New Task Created
Triggers when a new task is created in a project.
Get Jobs
Tool to retrieve jobs. use when you need to filter and paginate job listings from ascora.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Tag Added to Task
Triggers when a tag is added to a task. Note: Asana's event structure is inverted for tag events — the resource is the task and the parent is the tag. So parent.gid gives the tag GID.
Task Updated
Triggers when a task is updated in a project.
Connect any two apps with Notis in the middle.
Asana and Ascora, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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