Compare request details with Ascora customers
Use the customer details in a new task to retrieve Ascora's customer list and surface possible matches for review.
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
A request can arrive under a new name or shorthand that makes it hard to spot the existing customer record.
- Summarize customer list results against request context.
- Help make ambiguous intake easier to review.
- Keep possible matches attached to the originating task.
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.
- 3In one instruction, ask Notis to retrieve Ascora customers for new requests and summarize possible matches using details present in each task.
- 4Pick the Asana New Task Created trigger and choose where run reports should go.
- 5Test with one real task whose customer identity needs review.
Questions about this workflow
Will this automatically choose the correct customer?
It retrieves a customer list and can summarize potential matches using supplied context. The action description does not promise a verified identity decision.
What if the task has too little identity information?
Add the needed context to the task or instruct Notis to report that the available information is insufficient.
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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