Check Ascora customer records when a new deal arrives
See whether a prospect already exists in Ascora before work begins.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
Why this helps
Teams lose time searching customer records after a deal is created in a separate sales system.
- Spot existing customers early
- Reduce duplicate customer records
- Give operations useful account context
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Ascora in the Notis portal.
- 2Create an automation that retrieves likely matching Ascora customers for each new Pipedrive deal and summarizes the result.
- 3Pick the Pipedrive New Deal Received trigger.
- 4Choose a report channel and test with one real deal.
Questions about this workflow
Does this create a customer?
No. It retrieves Ascora customers and reports likely matches for review.
What if there is no match?
Notis can report that no matching customer was found using the available details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Ascora. A trigger fires from one place; an action lands in another.
Pipedrive 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 Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Delete Customer
Tool to delete a specific customer by id. use after confirming the customer exists.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Get Jobs
Tool to retrieve jobs. use when you need to filter and paginate job listings from ascora.
Connect any two apps with Notis in the middle.
Pipedrive and Ascora, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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