Create Ascora quotations from new Coda documents
Move a quote brief from Coda into Ascora while the request is still fresh.
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
Quote requests can sit in Coda while someone manually retypes details into the job system.
- Reduce quote retyping
- Keep quote requests moving
- Create a consistent handoff from Coda
Setup
Build it in a few focused steps.
- 1Connect Coda and Ascora in Notis once.
- 2Create a new automation for quotation requests.
- 3Tell Notis to read each new Coda document and create an Ascora quotation from the supplied customer and scope details.
- 4Pick New Coda Document as the trigger.
- 5Choose a report channel and test with one real quote brief.
Questions about this workflow
Does Notis invent missing quote details?
No. Missing customer or scope information is reported for you to resolve.
Can I review the created quotation?
Yes. The run report can include the Ascora quotation result.
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
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