Create Ascora quotations from Box quote requests
Keep quote requests attached to the files your team already uses, and let Notis carry the request into Ascora.
Trigger
New File Comment Added
Triggers when a new comment is added to a file in Box. This trigger monitors a specific Box file and fires when new comments are detected.
Action
Create Quotation
Tool to create a new quotation. use when submitting a customer quote request via the ascora api.
Why this helps
Quote details can be buried in file comments, then missed while switching between document storage and job management.
- Capture quote requests where the conversation starts.
- Use the Box file and comment context to inform the quotation.
- Surface missing details in the run report for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Box and Ascora once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, ask Notis to review new Box file comments for quote requests and create an Ascora quotation from the available details, reporting anything missing.
- 4Pick the Box New File Comment Added trigger and choose where run reports should go.
- 5Test with one real quote request and review the run report.
Questions about this workflow
Will every new file comment create a quotation?
Tell Notis in the automation instruction to create a quotation only when the comment and file context clearly contain a quote request. Review the test run before relying on it.
What if a request does not include enough information?
Notis can report the missing details so you can follow up. The available Ascora action creates a quotation; it does not provide a separate approval step.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Ascora. A trigger fires from one place; an action lands in another.
Box 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.
Collaboration Details Changed
Triggers when a collaboration's details change (e.g., role, status, expiration). This trigger monitors a specific collaboration and detects when any meaningful field changes, such as role, status, expiration date, access type, or acknowledgment status.
Delete Customer
Tool to delete a specific customer by id. use after confirming the customer exists.
Comment Changed
Triggers when a comment's content or details change in Box. This trigger monitors a specific Box comment and detects when any meaningful field changes, such as message text edits, tagged message changes, or modification timestamp updates.
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
New File Comment Added
Triggers when a new comment is added to a file in Box. This trigger monitors a specific Box file and fires when new comments are detected.
Get Jobs
Tool to retrieve jobs. use when you need to filter and paginate job listings from ascora.
File Metadata Changed
Triggers when a file's metadata or properties change in Box. This trigger monitors a specific Box file and fires when changes are detected in key fields like name, description, size, modification time, parent folder, or status.
File Shared Link Changed
Triggers when a file's shared link settings change in Box. This trigger monitors a specific Box file's shared link and fires when changes are detected in the shared link configuration, such as access level, permissions, password protection, expiration date, or vanity URL.
New File Version Uploaded
Triggers when a new file version is uploaded to a file in Box. This trigger monitors a specific Box file and fires when new versions are detected.
Connect any two apps with Notis in the middle.
Box and Ascora, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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