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Notis

Request Ascora customer checks by webhook

Give another tool or process a simple way to ask Notis for an Ascora customer lookup when a customer reference needs checking.

Trigger

Webhook received

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

Action

Get Customers

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

Why this helps

Customer checks often get delayed when the request is separated from the system where the customer list lives.

  • Start customer checks from an HTTP request.
  • Keep customer lookup requests in one repeatable process.
  • Send results to a chosen run report channel.

Setup

Build it in a few focused steps.

  • 1Connect Ascora once in the Notis portal.
  • 2Create an automation and instruct Notis to retrieve Ascora customers relevant to the incoming customer check request.
  • 3Pick the webhook trigger.
  • 4Choose where run reports should go.
  • 5Test with one real request and confirm the returned customer records are relevant.

Questions about this workflow

What starts this workflow?

An HTTP request sent to the automation's webhook trigger.

Can the webhook update customer data?

No. The listed action retrieves customer records. It does not create or update them.

Can it remove a customer?

Deletion is a separate available action, but this workflow is designed for a lookup and review, not deletion.

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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