Turn quote request slides into Ascora quotations
Capture the quote request where it appears, then let Notis prepare an Ascora quotation from the details on the slide.
Trigger
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
Action
Create Quotation
Tool to create a new quotation. use when submitting a customer quote request via the ascora api.
Why this helps
Quote requests can sit unnoticed in a deck while you switch between presentations and job management.
- Reduce manual re-entry of quote request details.
- Check Ascora customer records before preparing a quotation.
- Surface missing quote details for follow-up instead of guessing.
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 review each new slide for a quote request, check the available Ascora customers, and create a quotation only when the customer and required details are clear.
- 4Pick the Google Slides New Slide Added trigger.
- 5Choose where run reports go, then test with one real quote request slide.
Questions about this workflow
Does this run for every new slide?
The trigger fires when a new slide is added. In your instruction, ask Notis to act only when the slide contains a quote request.
Can Notis find a customer by name?
Notis can retrieve the available Ascora customer list and compare it with information on the slide. If the match is ambiguous, ask it to report the uncertainty rather than create a quotation.
Will it fill in details that are missing from the slide?
No. Ask Notis to flag missing information for you. Do not rely on it to infer quote terms or customer details that the slide and Ascora do not provide.
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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