Create Ascora quotations from emailed quote requests
Keep quote requests moving. Notis can review a new Gmail message and create an Ascora quotation from the details it contains.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Create Quotation
Tool to create a new quotation. use when submitting a customer quote request via the ascora api.
Why this helps
A quote request can get buried in the inbox while someone still needs to copy its details into Ascora.
- Reduce manual copying from customer emails into Ascora.
- Keep incoming quote requests from getting lost in the inbox.
- Use the original email as context for the quotation.
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 review new quote requests and create Ascora quotations using the information provided in each email.
- 4Pick the New Gmail Message Received trigger and choose where run reports should go.
- 5Test with one real quote request and review the created quotation.
Questions about this workflow
Will every new email create a quotation?
Describe in your instruction which messages count as quote requests. Notis can review the message content before creating a quotation.
What if the email is missing details?
Ask Notis to use only the information present in the email and report when required details are missing. The available action creates a quotation, but does not provide a separate request-for-details action.
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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