Run a weekly Ascora customer duplicate review
Keep customer records tidy before duplicates become workflow problems.
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
Duplicate customer records accumulate when folder names and CRM records are checked only during emergencies.
- Finds likely duplicates earlier
- Keeps records easier to trust
- Creates a repeatable cleanup rhythm
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Ascora once in the Notis portal.
- 2Create an automation describing the duplicate review.
- 3Tell Notis to retrieve Ascora customers and compare them with your specified OneDrive naming context.
- 4Pick a Notis cron trigger and choose a report channel.
- 5Test with one real weekly review run.
Questions about this workflow
Does it merge records?
No. It reports likely duplicates for a deliberate decision.
What context should the prompt include?
Specify the OneDrive folder conventions or customer list that should guide the comparison.
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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