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Revise Ascora quotations from updated OneDrive scopes

Scope changes should reach quoting before they reach the customer.

Trigger

File Updated

Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.

Action

Create Quotation

Tool to create a new quotation. use when submitting a customer quote request via the ascora api.

Why this helps

Updated scope files are easy to miss, leaving quotes based on stale requirements.

  • Surfaces changed requirements quickly
  • Reduces stale quote risk
  • Creates a consistent review point

Setup

Build it in a few focused steps.

  • 1Connect OneDrive and Ascora once in the Notis portal.
  • 2Create an automation and describe the revised quotation outcome.
  • 3Tell Notis to use the updated scope and create a revised quotation in Ascora.
  • 4Pick the File Updated trigger and choose a report channel.
  • 5Test with one scope file that has a known revision.

Questions about this workflow

How does Notis know which customer the scope belongs to?

The prompt should tell Notis where the customer and job identifiers appear in the document or filename.

Does this overwrite an existing quotation?

The workflow creates a quotation for review; decide how to handle existing records in your prompt.

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.

TriggerScheduled

Delete Customer

Tool to delete a specific customer by id. use when you need to remove a customer after confirming its existence.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Quotation

Tool to create a new quotation. use when submitting a customer quote request via the ascora api.

ActionInstant

Onedrivebasetrigger

Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.

TriggerPolling

Delete Customer

Tool to delete a specific customer by id. use after confirming the customer exists.

ActionInstant

OneDrive File Created Trigger

Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.

TriggerPolling

Get Customers

Tool to retrieve a list of customers. use after authenticating with your api key.

ActionInstant

File Updated

Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.

TriggerPolling

Get Jobs

Tool to retrieve jobs. use when you need to filter and paginate job listings from ascora.

ActionInstant

OneDrive Folder Created Trigger

Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.

TriggerPolling

OneDrive Item Deleted Trigger

Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.

TriggerPolling

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.

TriggerPolling

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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