Keep new HubSpot contacts aligned with Ascora customers
See whether a new HubSpot contact already appears in Ascora, so customer follow-up starts with the right context.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
Why this helps
A new lead can look like a new customer when their Ascora record already exists, creating duplicate checks and extra tab switching.
- Spot likely existing customer records sooner.
- Reduce manual searching across HubSpot and Ascora.
- Get a clear report when no likely customer match appears.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Ascora once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to retrieve Ascora customers when a HubSpot contact is created and report likely matches using only available contact details.
- 4Pick the HubSpot Contact Created trigger and choose where run reports should go.
- 5Test with one real contact and review the match report.
Questions about this workflow
Does this create an Ascora customer?
No. This workflow retrieves customers and reports possible matches. The listed Ascora actions do not create customer records.
What if the contact lacks enough detail to match?
The report can say that no reliable match was found or that the available details are insufficient. It should not invent missing information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Ascora. A trigger fires from one place; an action lands in another.
Hubspot 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.
Contact Created Trigger
Contact Created Trigger
Delete Customer
Tool to delete a specific customer by id. use after confirming the customer exists.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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.
Hubspot and Ascora, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Ascora.