Look up customers when a client brief is created
Start with the brief and get the right Ascora customer record without a separate search.
Trigger
New Document Created
Triggers when a new Google Doc is created. This trigger monitors Google Docs and fires when new documents are detected. Uses timestamp filtering to efficiently poll for new documents.
Action
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
Why this helps
Teams waste time switching systems to confirm whether a client already exists.
- Reduces duplicate customer records
- Speeds up intake review
- Surfaces likely matches early
Setup
Build it in a few focused steps.
- 1Connect Google Docs and Ascora in Notis once.
- 2Create an automation named New brief customer lookup.
- 3Tell Notis to extract the customer identifiers from each new brief, search Ascora customers, and report exact and possible matches.
- 4Pick New Document Created as the trigger.
- 5Choose a report channel and test with one real brief.
Questions about this workflow
What identifiers can it use?
Provide the names, email addresses, phone numbers, or other identifiers present in the document.
Will it create a customer?
No. This workflow only retrieves customer records with the allowed Get Customers action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Docs to Ascora. A trigger fires from one place; an action lands in another.
Google Docs 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 Document Created
Triggers when a new Google Doc is created. This trigger monitors Google Docs and fires when new documents are detected. Uses timestamp filtering to efficiently poll for new documents.
Delete Customer
Tool to delete a specific customer by id. use after confirming the customer exists.
Document Deleted
Triggers when an existing Google Doc is deleted (moved to trash). This trigger monitors Google Docs and fires when documents are trashed.
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
Document Placeholder Filled
Triggers when a Google Doc's plain text changes such that a configured placeholder token/pattern is no longer present (i.e., the document has been filled in). This trigger monitors a specific Google Doc and fires when a placeholder pattern that was previously present is no longer found in the document's plain text.
Get Jobs
Tool to retrieve jobs. use when you need to filter and paginate job listings from ascora.
Document Search Update
Triggers when a Google Doc matching a user-defined search query is newly created or updated since the last poll. This trigger uses timestamp filtering to efficiently monitor documents.
Document Structure Changed
Triggers when a Google Doc's structure changes (headers/footers added/removed, tables/images count changes). This trigger monitors a specific document for structural changes like: - Headers added or removed - Footers added or removed - Tables added or removed - Images (inline objects) added or removed - Positioned objects added or removed - Footnotes added or removed
Document Updated
Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.
Connect any two apps with Notis in the middle.
Google Docs and Ascora, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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