Create Ascora estimates from new intake documents
Move an intake brief into a ready quotation while the request is still organized.
Trigger
New Coda Document Trigger
Triggers when a new Coda document 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
Intake documents can pile up before anyone turns complete requests into quotations.
- Shorten intake to quote time
- Use complete briefs consistently
- Reduce manual transcription
Setup
Build it in a few focused steps.
- 1Connect Coda and Ascora in Notis once.
- 2Create a new automation for estimate intake.
- 3Tell Notis to inspect each new Coda intake document and create an Ascora quotation only when customer and scope details are complete.
- 4Pick New Coda Document as the trigger.
- 5Choose a report channel and test with one complete intake document.
Questions about this workflow
What happens to incomplete intake?
Notis reports what is missing and does not create a quotation.
Can the quotation include notes?
Yes, when those notes are present in the intake and supported by Ascora.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Coda to Ascora. A trigger fires from one place; an action lands in another.
Coda 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.
Coda Document Deleted Trigger
Triggers when a Coda document is deleted.
Delete Customer
Tool to delete a specific customer by id. use after confirming the customer exists.
New Coda Document Trigger
Triggers when a new Coda document is created.
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
New Coda Page Trigger
Triggers when a new page is added to a Coda document.
Get Jobs
Tool to retrieve jobs. use when you need to filter and paginate job listings from ascora.
Specific Coda Page Updated Trigger
Triggers when a specific page within a Coda document is updated.
Connect any two apps with Notis in the middle.
Coda 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.