Find Ascora customer matches from new tasks
Start follow-up with the right customer record instead of searching through accounts by hand.
Trigger
New Task Created
Triggers when a new task is created in a Google Tasks list. Uses timestamp filtering (updatedMin) to efficiently detect new tasks.
Action
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
Why this helps
Customer names typed quickly into tasks may not match the exact account name stored in Ascora.
- Reduce account lookup time
- Catch naming variations
- Improve customer handoffs
Setup
Build it in a few focused steps.
- 1Connect Google Tasks and Ascora in Notis.
- 2Create an automation that retrieves customers for new tasks containing customer references.
- 3Tell Notis how to rank matches and how to flag ambiguity.
- 4Pick the Google Tasks New Task Created trigger.
- 5Choose a report channel and test with one customer task.
Questions about this workflow
What if no customer matches?
Ask Notis to report that no confident match was found and include the search terms used.
Can it create a customer?
No. The available action retrieves customers only.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Tasks to Ascora. A trigger fires from one place; an action lands in another.
Google Tasks 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 Task Created
Triggers when a new task is created in a Google Tasks list. Uses timestamp filtering (updatedMin) to efficiently detect new tasks.
Delete Customer
Tool to delete a specific customer by id. use after confirming the customer exists.
New Task List Created
Triggers when a new Google Tasks task list is created. This trigger monitors Google Tasks and fires when new task lists are detected.
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
Task Details Changed
Triggers when a specific task's details change. This trigger monitors a single Google Task and fires when any of its details (title, notes, status, due date, completion, position) are modified.
Get Jobs
Tool to retrieve jobs. use when you need to filter and paginate job listings from ascora.
Task List Changed
Triggers when a task list changes (title or content updates). This trigger monitors a specific Google Tasks list and fires when changes are detected.
Task Updated
Triggers when an existing task is updated in a Google Tasks list. This trigger monitors a specific task list and fires when tasks are modified.
Connect any two apps with Notis in the middle.
Google Tasks and Ascora, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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