Create an Ascora quotation from campaign follow-up
Move a clear campaign response toward a quotation while the context is fresh.
Trigger
Campaign Trigger
Triggered when a campaign is sent or experiences an event in Mailchimp
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 from campaigns can wait too long for manual re-entry.
- Reduce quote entry delay
- Capture campaign-driven demand
- Keep quotation requests auditable
Setup
Build it in a few focused steps.
- 1Connect Mailchimp and Ascora once in the Notis portal.
- 2Create an automation that creates an Ascora quotation only when the campaign event contains sufficient customer and quote details.
- 3Pick the Mailchimp Campaign Trigger.
- 4Choose where run reports should go.
- 5Test with one real campaign event containing a quote request.
Questions about this workflow
What if quote details are missing?
Tell Notis to report the missing information instead of creating an incomplete quotation.
Does every campaign event create a quotation?
No. The instruction can limit creation to events with a clear quote request and sufficient details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Mailchimp to Ascora. A trigger fires from one place; an action lands in another.
Mailchimp 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.
Campaign Trigger
Triggered when a campaign is sent or experiences an event in Mailchimp
Delete Customer
Tool to delete a specific customer by id. use after confirming the customer exists.
Profile Update Trigger
Triggered when a subscriber's profile is updated in Mailchimp
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
Subscribe Trigger
Triggered when a subscriber subscribes to Mailchimp
Get Jobs
Tool to retrieve jobs. use when you need to filter and paginate job listings from ascora.
Unsubscribe Trigger
Triggered when a subscriber unsubscribes from Mailchimp
Connect any two apps with Notis in the middle.
Mailchimp and Ascora, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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