Keep Sent Proposals Synced with Ascora Quotations
Turn a sent proposal into a visible commercial record automatically.
Trigger
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Action
Create Quotation
Tool to create a new quotation. use when submitting a customer quote request via the ascora api.
Why this helps
Sent proposals can disappear into email history without a quotation record for follow-up.
- Create a consistent quotation trail
- Make follow-up easier
- Reduce manual administration after sending
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 when a sent Outlook message contains a proposal.
- 3Pick New Sent Message as the trigger.
- 4Choose where quotation run reports should go.
- 5Test with one sent proposal email.
Questions about this workflow
Can it process every sent email?
In the prompt, describe the proposal signals Notis should use and ask it to skip unrelated messages.
What if the customer is unclear?
Notis can report the ambiguity instead of creating a quotation with guessed details.
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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