Bring Ascora job context into customer follow-up
You have sent the update. Notis can retrieve Ascora jobs and summarize relevant results to help you decide what needs follow-up.
Trigger
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.
Action
Get Jobs
Tool to retrieve jobs. use when you need to filter and paginate job listings from ascora.
Why this helps
After sending a customer update, it can be hard to remember which related jobs need another look.
- Make job context easier to review after sending an update.
- Reduce the need to reopen Ascora and search manually.
- Keep follow-up decisions tied to the sent message.
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 use each sent message's available metadata as context, retrieve relevant Ascora jobs, and summarize results for follow-up review.
- 4Pick the Email Sent trigger and choose where run reports should go.
- 5Test with one real sent customer update and review the job summary.
Questions about this workflow
Does this workflow update or schedule a job?
No. The available Ascora action retrieves job listings. Use the summary to review what may need follow-up.
What information is available from the sent-email trigger?
The trigger polls Gmail's SENT label and emits sender, recipients, subject, timestamp, and thread ID. The instruction should ask Notis to use the available email context and report when it cannot identify relevant jobs.
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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