See Customer History After You Send
Finish the email and instantly know the account context for your next move.
Trigger
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Action
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
Why this helps
Follow-up work starts with another search for customer details after the message is sent.
- Reduce follow-up friction
- Keep account context visible
- Support consistent customer care
Setup
Build it in a few focused steps.
- 1Connect Outlook and Ascora in the Notis portal once.
- 2Create an automation asking Notis to retrieve the matching Ascora customer after each relevant sent Outlook message.
- 3Pick New Sent Message as the trigger.
- 4Choose a report channel for account context.
- 5Test with one customer email.
Questions about this workflow
Does this send another email?
No. It retrieves customer information and reports it.
Can it handle several recipients?
Ask Notis to identify each relevant recipient and report matches separately.
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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