Create an Ascora quotation from every new ClickUp quote request
Stop copying quote requests between tools. Let Notis read the new ClickUp task and submit a clear quotation request to Ascora.
Trigger
Task Created
Triggers when a new task is created in the configured Workspace.
Action
Create Quotation
Tool to create a new quotation. use when submitting a customer quote request via the ascora api.
Why this helps
Quote requests get buried in task lists, causing slow responses and missed opportunities.
- Reduce manual retyping
- Respond to quote requests faster
- Keep the source task as context
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Ascora in Notis.
- 2Create an automation named for quote requests.
- 3Tell Notis to create an Ascora quotation from each qualifying task.
- 4Pick the ClickUp Task Created trigger.
- 5Choose a report channel and test with one real task.
Questions about this workflow
Can Notis decide whether a task is a quote request?
Yes. Describe the words, labels, or context that should qualify in the automation instruction.
What if the task lacks pricing details?
Notis can flag the missing information in the run report instead of submitting an incomplete 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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