Screen New Contacts Against Ascora
Keep your customer list clean from the moment a contact is added.
Trigger
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Action
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
Why this helps
New contacts are often entered twice because the existing customer record is hard to find.
- Prevent duplicate customer records
- Standardize contact review
- Save cleanup time later
Setup
Build it in a few focused steps.
- 1Connect Outlook and Ascora in the Notis portal once.
- 2Create an automation asking Notis to retrieve possible Ascora customer matches for every new Outlook contact.
- 3Pick New Contact Added as the trigger.
- 4Choose where match reports should go.
- 5Test with one new contact.
Questions about this workflow
Will it delete duplicates automatically?
No. It reports possible matches so a person can confirm the correct record.
What information is used for matching?
Notis can compare contact details available from Outlook with customer details returned by Ascora.
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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