Check new customer intake against Ascora customers
Review new customer details against Ascora before someone spends time following up or creating another record.
Trigger
New Rows in Google Sheet
Simple polling trigger that monitors Google Sheets for new rows. Detects when new rows are added and returns the complete row data. Perfect for triggering any workflow based on new sheet entries.
Action
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
Why this helps
New intake entries can duplicate existing customers when nobody has time to check both systems.
- Prompt a customer lookup for each new intake row.
- Make possible existing matches easier to review.
- Keep the check and its outcome in a run report.
Setup
Build it in a few focused steps.
- 1Connect Google Sheets and Ascora once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3In one instruction, ask Notis to retrieve Ascora customers and compare them with each new intake row, reporting possible matches and any missing details.
- 4Pick the Google Sheets New Rows trigger and choose where run reports go.
- 5Test with one real example and review the match report.
Questions about this workflow
Does this create or update Ascora customers?
No. The available action retrieves customers. Notis can compare the returned customer list with the row and report possible matches.
Can it guarantee duplicate detection?
It can compare the data returned by Ascora with the sheet row, but accuracy depends on the identifiers and details available in both.
What if the row does not contain enough identifying information?
Ask Notis to flag missing details in the run report so someone can review the entry.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Sheets to Ascora. A trigger fires from one place; an action lands in another.
Google Sheets 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.
Aggregate Metric Changed
Triggers when an aggregate metric (SUM/COUNT/AVG/MIN/MAX) changes in a Google Sheets spreadsheet. This trigger monitors an aggregate calculation on a target column (optionally filtered by a search column/value) and fires when the calculated result changes.
Delete Customer
Tool to delete a specific customer by id. use after confirming the customer exists.
Cell Range Values Changed
Triggers when values in a specified A1 range change in Google Sheets. This trigger monitors a specific cell or range of cells and fires when any values change.
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
Conditional Format Rule Changed
Triggers when conditional formatting rules change in a Google Spreadsheet. Detects when rules are added, updated, or removed. Uses snapshot-based diffing to detect changes between polls.
Get Jobs
Tool to retrieve jobs. use when you need to filter and paginate job listings from ascora.
Data Validation Rule Changed
Triggers when data validation rules change (added/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
Developer Metadata Changed
Triggers when developer metadata entries change (new/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
Filtered Range Values Changed
Polling trigger that monitors Google Sheets filtered ranges for value changes. Uses snapshot-based diffing to detect when values matching a data filter change. Emits the matched values when changes are detected.
Connect any two apps with Notis in the middle.
Google Sheets and Ascora, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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