Check New Outlook Leads Against Ascora Customers
Know who is already in your customer database before you reply.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Action
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
Why this helps
Founders lose time switching between email and field service records to identify existing customers.
- Reduce duplicate customer records
- Give your team context before replying
- Keep lead handling in one workflow
Setup
Build it in a few focused steps.
- 1Connect Outlook and Ascora in the Notis portal once.
- 2Create a new automation and describe that each new Outlook message should be checked against Ascora customers.
- 3Pick New Outlook Message as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real inquiry email.
Questions about this workflow
Does this create a customer record?
No. It retrieves Ascora customers so you can decide what to do next.
Can it inspect the message content?
Yes. Notis can use the received message details available from Outlook.
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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