Convert confirmed sales comments into Ascora quotations
When a prospect says go, move the request into Ascora without retyping the conversation.
Trigger
Task Comment Posted
Triggers when a comment is added to a task. `changes[]` carries one `CommentChange` entry whose `comment` field is the typed `ClickupComment` object (id, text, user, reactions, etc.).
Action
Create Quotation
Tool to create a new quotation. use when submitting a customer quote request via the ascora api.
Why this helps
Sales approvals in comments often wait for someone to manually create the quotation.
- Shorten quote turnaround
- Preserve conversation context
- Reduce sales administration
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Ascora in Notis.
- 2Create an automation for confirmed quote comments.
- 3Tell Notis how to identify approval and extract quotation details.
- 4Pick the ClickUp Task Comment Posted trigger.
- 5Choose a report channel and test with one approved comment.
Questions about this workflow
Can it wait for explicit approval language?
Yes. Define the approval phrases or conditions in the plain-language instruction.
What happens when details are missing?
Notis can report the missing fields for clarification instead of creating a quotation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Ascora. A trigger fires from one place; an action lands in another.
Clickup 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.
Folder Created
Triggers when a new Folder is created.
Delete Customer
Tool to delete a specific customer by id. use after confirming the customer exists.
Folder Deleted
Triggers when a Folder is deleted.
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
Get Jobs
Tool to retrieve jobs. use when you need to filter and paginate job listings from ascora.
List Created
Triggers when a new List is created.
List Deleted
Triggers when a List is deleted.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
Connect any two apps with Notis in the middle.
Clickup and Ascora, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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