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Notis

Create Ascora quotations from updated scope documents

When project scope changes in Drive, Notis can help turn a clear pricing request into an Ascora quotation while flagging anything that needs a human decision.

Trigger

File Updated

Triggers when a file's metadata or content changes in Google Drive.

Action

Create Quotation

Tool to create a new quotation. use when submitting a customer quote request via the ascora api.

Why this helps

Scope changes in shared files can trigger quote work, but someone still has to notice the update and carry it into Ascora.

  • Notice scope changes without repeatedly checking files.
  • Create quotations only when an update clearly requests pricing.
  • Keep uncertain scope changes visible for review.

Setup

Build it in a few focused steps.

  • 1Connect Google Drive and Ascora once in the Notis portal.
  • 2Create an automation and instruct Notis to review changed scope documents and create a quotation only for clear, sufficiently detailed quote requests.
  • 3Pick the File Updated trigger.
  • 4Choose where run reports should go.
  • 5Test with one real scope update and review the result.

Questions about this workflow

What starts the workflow?

A metadata or content change to a Google Drive file.

Will any edit create a quotation?

No. The instruction should require a clear request for pricing and enough customer and scope information before creating a quotation.

Can Notis compare the current version with earlier scope or quote history?

The listed Ascora actions do not provide quotation history or a baseline. Supply needed comparison details in the prompt or document, or ask for review when context is missing.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Google Drive to Ascora. A trigger fires from one place; an action lands in another.

Google Drive triggers

Ascora actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Delete Customer

Tool to delete a specific customer by id. use when you need to remove a customer after confirming its existence.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Quotation

Tool to create a new quotation. use when submitting a customer quote request via the ascora api.

ActionInstant

Comment Added (Docs/Sheets/Slides)

Triggers when a new comment is added to Google Docs, Sheets, or Slides.

TriggerPolling

Delete Customer

Tool to delete a specific customer by id. use after confirming the customer exists.

ActionInstant

File Created

Triggers when a new file is created in Google Drive.

TriggerPolling

Get Customers

Tool to retrieve a list of customers. use after authenticating with your api key.

ActionInstant

File Deleted or Trashed

Triggers when a file is moved to trash or permanently deleted in Drive.

TriggerPolling

Get Jobs

Tool to retrieve jobs. use when you need to filter and paginate job listings from ascora.

ActionInstant

File Shared (Permissions Added)

Triggers when new sharing permissions are granted to a file or folder. Uses Drive's `changes.list` endpoint with inline `permissions` in the `fields` mask so each change carries the file's current permission set provider-atomically. We diff that against `seen_permission_keys` to identify newly added grants. Drive page tokens are the primary cursor; if Drive rejects a stored token, the trigger raises `PollingTriggerError` without clearing state rather than silently re-baselining and dropping events. Limitation: truly ephemeral permissions (added and revoked between two polls without any other file modification in between) are not detected. Drive Activity API would catch those but requires an additional OAuth scope and a different payload contract.

TriggerPolling

File Updated

Triggers when a file's metadata or content changes in Google Drive.

TriggerPolling

Google Drive Changes

Triggers when changes are detected in a Google Drive.

TriggerPolling

Connect any two apps with Notis in the middle.

Google Drive and Ascora, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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