Create an Ascora quotation after a profile quote request
Turn updated customer intent into a structured quotation request quickly.
Trigger
Profile Update Trigger
Triggered when a subscriber's profile is updated 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
A quote request hidden in profile changes can be missed or delayed.
- Capture updated buying intent
- Reduce manual quotation entry
- Speed up sales response
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 updated profile contains complete quote information.
- 3Pick the Mailchimp Profile Update Trigger.
- 4Choose where run reports should go.
- 5Test with one real profile update containing quote details.
Questions about this workflow
What qualifies as complete information?
Define the required customer and quote details in the plain language instruction.
What if the update is unrelated?
Notis can report that no quotation was created when the update does not contain a quote request.
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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