Review Ascora jobs for a new organization
Bring prior work into account planning before the first handoff.
Trigger
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Action
Get Jobs
Tool to retrieve jobs. use when you need to filter and paginate job listings from ascora.
Why this helps
Teams can miss existing jobs when a newly created organization is already served in Ascora.
- Expose existing service work
- Improve account planning
- Reduce duplicate outreach
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Ascora in the Notis portal.
- 2Create an automation to retrieve related Ascora jobs for each new organization and summarize the findings.
- 3Pick the Pipedrive New Organization Received trigger.
- 4Choose where reports go and test with one real organization.
Questions about this workflow
Does this retrieve all Ascora jobs?
It retrieves jobs according to the available organization context and supported filtering.
Can the report flag uncertainty?
Yes. Notis can distinguish strong matches from records needing human review.
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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