Run a scheduled Ascora customer audit
Keep customer records visible with a recurring Ascora review delivered where your team works.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
Why this helps
Customer record checks get postponed when they require a separate manual report.
- Make reviews repeatable
- Reduce forgotten data checks
- Give the team a focused customer list
Setup
Build it in a few focused steps.
- 1Connect Ascora in Notis once.
- 2Create an automation for the recurring customer audit.
- 3Tell Notis which customer records to retrieve and what patterns or identifiers to summarize from the returned data.
- 4Pick a Notis cron schedule, choose a report channel, and test with one immediate run.
Questions about this workflow
Can Notis identify duplicates?
It can summarize apparent duplicates if the returned customer data contains enough comparable identifiers.
Does this alter records?
No. The Get Customers action retrieves records for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Discord to Ascora. A trigger fires from one place; an action lands in another.
Discord 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.
New Discord Message Trigger
Polls a specific Discord channel for new messages.
Delete Customer
Tool to delete a specific customer by id. use after confirming the customer exists.
New Member Joined
Triggered when a new member joins a Discord server (guild) you manage.
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
Message Reaction Added
Triggered when a reaction (emoji) is added to a message in a monitored Discord channel.
Get Jobs
Tool to retrieve jobs. use when you need to filter and paginate job listings from ascora.
New Thread Created
Triggered when a new thread is created in a Discord channel within a monitored server.
Message Edited
Triggered when an existing message in a monitored Discord channel is edited.
Connect any two apps with Notis in the middle.
Discord 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.