Keep customer context easy to review
Set a light recurring check so customer records are ready when you plan customer work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
Why this helps
Remembering to gather customer context before planning adds another recurring task to hold in mind.
- Make customer context available on a predictable cadence.
- Reduce manual searching when planning customer work.
- Create a small, consistent starting point for follow-up planning.
Setup
Build it in a few focused steps.
- 1Connect Ascora to Notis once in the portal.
- 2Create an automation through the portal or by asking Notis conversationally.
- 3Give one plain-language instruction to retrieve Ascora customers on a recurring cadence and summarize the directory for planning.
- 4Choose a schedule and where Notis should report each run.
- 5Test the workflow once and confirm the customer summary is actionable.
Questions about this workflow
Can the schedule be weekly?
Yes. Choose a recurring schedule that fits your customer-planning rhythm.
Will this update customer records?
No. The selected Ascora action retrieves customer records for a review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Notion to Ascora. A trigger fires from one place; an action lands in another.
Notion 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.
All Page Events
Triggers when any Notion page is created or updated across the workspace.
Delete Customer
Tool to delete a specific customer by id. use after confirming the customer exists.
Comment Created
Triggers when a new comment is created in Notion. Optional `page_id` filter scopes to comments on a specific page. When omitted, fires for any new comment in the workspace the integration has access to. Requires the 'Read comments' capability on the Notion integration. If a connection was authorized before that capability was enabled, the user must re-authorize the connection for comment events to flow.
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
New Comment
Triggers when a new comment is added to a specified Notion block or page.
Get Jobs
Tool to retrieve jobs. use when you need to filter and paginate job listings from ascora.
Database Created
Triggers when a new Notion database (the container) is created. A database is the post-2025-09-03 container that holds one or more data sources. This trigger fires for the container's creation event (`database.created`), distinct from `NOTION_DATASOURCE_CREATED` which fires when a new data source is added to an existing database. Most customers calling Notion's `POST /v1/databases` (the legacy API) or creating a database via the Notion UI will see this event. Adding a new data source to an existing database fires `data_source.created` instead — use `NOTION_DATASOURCE_CREATED` for that. Notion's payload puts `entity.type: "block"` (the container is a `child_database` block in the content tree) and `entity.id` is the database id.
Data Source Created
Triggers when a new Notion data source is created. Fires workspace-wide. The payload's `data.parent` carries the data source's tree parent (typically the teamspace) for downstream filtering. A single template-based database creation can fire multiple `data_source.created` events at once — one per data source the template instantiates.
Data Source Schema Updated
Triggers when a Notion data source's schema is updated. Fires on column add / remove / rename. Payload includes `data.updated_properties: [{id, name, action}]` so consumers can discriminate the kind of change downstream. Optional `data_source_id` filter scopes to schema changes on a single data source. When omitted, fires for any schema change in the workspace the integration has access to. Note: adding a column also fires `page.properties_updated` once per existing row in the data source. Customers wanting a single structural-change signal should use this trigger.
Connect any two apps with Notis in the middle.
Notion 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.