Check customer details from Slides in Ascora
Keep prospect and customer details from a planning deck connected to the customer records you already have in Ascora.
Trigger
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
Action
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
Why this helps
A name in a deck is easy to mistake for a new prospect when the customer may already be in Ascora.
- Find likely existing customer records before follow-up.
- Reduce duplicate research across a deck and Ascora.
- Get a concise report of unclear or incomplete customer details.
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Ascora once in Notis.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language from any channel.
- 3In one instruction, ask Notis to identify customer details on each new slide, retrieve Ascora customers, and report likely matches and unresolved identities without changing records.
- 4Pick the Google Slides New Slide Added trigger.
- 5Choose where run reports go, then test with one real slide containing customer details.
Questions about this workflow
Does this create or update customer records?
No. This workflow retrieves customers and reports possible matches. The available Ascora actions listed here do not create or update customer records.
What if a slide mentions only a company name?
Notis can compare the provided name with the customer list, but it should report ambiguous matches for your review.
Can it review existing slides too?
The listed Google Slides event is New Slide Added. It fires when a new slide is added, so this workflow is for new slides.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Slides to Ascora. A trigger fires from one place; an action lands in another.
Google Slides 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 Slide Added
Fires when a new slide is added to a Google Slides presentation.
Delete Customer
Tool to delete a specific customer by id. use after confirming the customer exists.
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.
Google Slides and Ascora, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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