Find Ascora customer records while handling new email
Get customer context without leaving the inbox. Notis can retrieve Ascora customers when a new message calls for a lookup.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
Why this helps
Searching a separate customer system interrupts the flow of handling an email and makes it easier to overlook useful context.
- Reduce app switching while triaging new email.
- Bring Ascora customer results into the workflow for review.
- Use the email as context for the customer lookup.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Ascora once in the Notis portal.
- 2Create an automation in the portal or tell Notis to create one from any channel.
- 3In one instruction, ask Notis to retrieve Ascora customers when a new email needs a customer lookup and summarize likely matches for review.
- 4Pick the New Gmail Message Received trigger and choose where run reports should go.
- 5Test with one real email that identifies a customer.
Questions about this workflow
Does the workflow update a customer record?
No. The available Ascora action retrieves customers. It does not update customer records.
Can it confirm a match if an email has incomplete information?
It can summarize returned customer results against the details in the email. If the message lacks enough identifying information, ask Notis to flag the match as uncertain for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Ascora. A trigger fires from one place; an action lands in another.
Gmail 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.
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
Delete Customer
Tool to delete a specific customer by id. use after confirming the customer exists.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
Get Jobs
Tool to retrieve jobs. use when you need to filter and paginate job listings from ascora.
Connect any two apps with Notis in the middle.
Gmail and Ascora, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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