Find Ascora customer records from Box project files
Get a customer lookup started when new project material lands in Box, without losing your place to search Ascora manually.
Trigger
New Item Added to Folder
Triggers when a new item (file, folder, or web link) is added to a folder in Box. This trigger monitors a specific Box folder and fires when new items are detected.
Action
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
Why this helps
A new project file can sit in Box while someone separately searches Ascora for the customer it belongs to.
- Start a customer lookup as soon as project material arrives.
- Compare available file context with Ascora's customer list.
- Send possible matches and uncertainty to the run report.
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 each new item in the chosen Box folder, search Ascora customers for likely matches, and report the evidence and uncertainty.
- 4Pick the Box New Item Added to Folder trigger and choose where run reports should go.
- 5Test with one real project file and review the customer lookup results.
Questions about this workflow
Does this create or change customer records?
No. The selected Ascora action retrieves customers. The workflow reports likely matches for review and does not modify records.
Can it identify the correct customer if the file has no identifying details?
Not reliably. Notis can report that the file context is insufficient; provide a customer name or other identifying detail in the document or instruction.
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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