Start Quotation Intake from New Contacts
Capture buying intent while a new prospect is still top of mind.
Trigger
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Action
Create Quotation
Tool to create a new quotation. use when submitting a customer quote request via the ascora api.
Why this helps
Prospect details are saved in contacts but the quotation process never gets started.
- Reduce forgotten quote opportunities
- Create a repeatable intake step
- Keep prospect details connected
Setup
Build it in a few focused steps.
- 1Connect Outlook and Ascora in the Notis portal once.
- 2Create an automation asking Notis to create an Ascora quotation only when a new contact indicates a genuine quote opportunity.
- 3Pick New Contact Added as the trigger.
- 4Choose a report channel for quotation outcomes.
- 5Test with one qualified prospect contact.
Questions about this workflow
Will every contact create a quotation?
No. The prompt can require clear buying intent and skip ordinary contacts.
Can missing information be flagged?
Yes. Ask Notis to report the missing details needed for a complete quotation.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Ascora.