Create Ascora quotations from new OneDrive quote requests
Stop copying quote requests between folders and field service software.
Trigger
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
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 sit in shared folders while someone manually re-enters the same details into Ascora.
- Cuts duplicate data entry
- Gets draft quotes ready sooner
- Keeps the source request linked to the outcome
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Ascora once in the Notis portal.
- 2Create an automation with a clear name and prompt.
- 3Tell Notis to read each new quote request and create a matching Ascora quotation.
- 4Pick the OneDrive File Created trigger and select a report channel.
- 5Test with one real quote request file.
Questions about this workflow
What should the request file contain?
Include the customer identity, requested work, scope, pricing details, and any information needed for the quotation.
Will this send the quotation to the customer?
No. It creates the quotation in Ascora so you can review the result there.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link One drive to Ascora. A trigger fires from one place; an action lands in another.
One drive 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.
Onedrivebasetrigger
Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.
Delete Customer
Tool to delete a specific customer by id. use after confirming the customer exists.
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
File Updated
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
Get Jobs
Tool to retrieve jobs. use when you need to filter and paginate job listings from ascora.
OneDrive Folder Created Trigger
Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
OneDrive Item Deleted Trigger
Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Item Moved or Renamed
Triggers when a file or folder is moved to a different path or renamed in OneDrive. Includes both old and new path/name data in the payload.
Connect any two apps with Notis in the middle.
One drive and Ascora, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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