Move quote-stage deals into Ascora quotations
When a deal is ready for a quote, let Notis prepare the Ascora quotation from the details HubSpot provides and flag gaps clearly.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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 between sales notes and the system used to prepare quotations, slowing down a timely response.
- Start quotation work when a deal reaches the chosen stage.
- Reduce copying deal details into a separate system.
- Get a report when required quote information is missing.
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 create an Ascora quotation when a deal reaches the quote stage, using only available details and reporting missing requirements.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
- 5Test with one real deal that has the details needed for a quotation.
Questions about this workflow
Will every deal stage change create a quotation?
Describe the intended quote stage in your instruction. Notis uses the trigger event and prompt to decide whether the available deal information supports the requested outcome.
What happens if the deal lacks quotation details?
The automation should report what information is missing rather than guessing. The listed Ascora action creates a quotation, so only run it when sufficient details are available.
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
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