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Notis

Check Open Jobs After Follow-Up Emails

Send the message, then see the work that still needs attention.

Trigger

New Sent Message

Triggered when a new message is sent from the Outlook mailbox.

Action

Get Jobs

Tool to retrieve jobs. use when you need to filter and paginate job listings from ascora.

Why this helps

Follow-up commitments are easy to miss when open jobs are hidden in another system.

  • Reduce dropped commitments
  • Keep follow-up tied to live jobs
  • Make next actions clearer

Setup

Build it in a few focused steps.

  • 1Connect Outlook and Ascora in the Notis portal once.
  • 2Create an automation asking Notis to retrieve relevant Ascora jobs after each qualifying sent follow-up email.
  • 3Pick New Sent Message as the trigger.
  • 4Choose where job summaries should be delivered.
  • 5Test with one real follow-up.

Questions about this workflow

Can it focus on a specific customer?

Yes. Ask Notis to use recipient and message context when searching Ascora jobs.

Does it modify the jobs?

No. It retrieves and summarizes current job information.

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.

TriggerScheduled

Delete Customer

Tool to delete a specific customer by id. use when you need to remove a customer after confirming its existence.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Quotation

Tool to create a new quotation. use when submitting a customer quote request via the ascora api.

ActionInstant

New Contact Added

Triggered when a new contact is added in the Outlook contacts.

TriggerInstant

Delete Customer

Tool to delete a specific customer by id. use after confirming the customer exists.

ActionInstant

Calendar Event Changes

Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.

TriggerInstant

Get Customers

Tool to retrieve a list of customers. use after authenticating with your api key.

ActionInstant

New Calendar Event

Triggered when a new calendar event is created in the Outlook calendar.

TriggerInstant

Get Jobs

Tool to retrieve jobs. use when you need to filter and paginate job listings from ascora.

ActionInstant

New Outlook Message

Triggered when a new message is received in the Outlook mailbox.

TriggerInstant

New Sent Message

Triggered when a new message is sent from the Outlook mailbox.

TriggerInstant

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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