Start quotation intake when a new ClickUp sales list appears
A new sales list often marks a fresh opportunity. Create the Ascora quotation intake while the initiative is being organized.
Trigger
List Created
Triggers when a new List is created.
Action
Create Quotation
Tool to create a new quotation. use when submitting a customer quote request via the ascora api.
Why this helps
New sales initiatives get planned in ClickUp but wait for a separate quotation setup step.
- Start quote intake early
- Keep sales planning connected
- Reduce setup omissions
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Ascora in Notis.
- 2Create an automation for new quotation-related lists.
- 3Tell Notis how to recognize the list and draft the quotation context.
- 4Pick the ClickUp List Created trigger.
- 5Choose a report channel and test with one new list.
Questions about this workflow
Can it create a quotation for every new list?
Tell Notis which list names or context qualify so unrelated lists are ignored.
What if the list has no customer details yet?
Notis can create only a clearly labeled intake request or report the missing context, based on your instruction.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Ascora.