Turn Consultations into Ascora Quotations
Prepare the commercial next step as soon as a consultation is booked.
Trigger
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Action
Create Quotation
Tool to create a new quotation. use when submitting a customer quote request via the ascora api.
Why this helps
Consultation details often remain in calendar notes until someone manually creates a quote record.
- Start quoting sooner
- Keep appointment and commercial context together
- Reduce post meeting admin
Setup
Build it in a few focused steps.
- 1Connect Outlook and Ascora in the Notis portal once.
- 2Create an automation telling Notis to create an Ascora quotation from qualifying new consultation events.
- 3Pick New Calendar Event as the trigger.
- 4Choose where quotation reports should go.
- 5Test with one consultation booking.
Questions about this workflow
Can it skip internal meetings?
Describe the consultation signals Notis should recognize and ask it to skip other event types.
What if required quote details are missing?
Notis can report missing details for follow-up instead of guessing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Ascora. A trigger fires from one place; an action lands in another.
Outlook 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.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Delete Customer
Tool to delete a specific customer by id. use after confirming the customer exists.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Get Jobs
Tool to retrieve jobs. use when you need to filter and paginate job listings from ascora.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Connect any two apps with Notis in the middle.
Outlook and Ascora, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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