Create an Ascora quotation for a new organization
Start new accounts with a ready quotation workflow from day one.
Trigger
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Action
Create Quotation
Tool to create a new quotation. use when submitting a customer quote request via the ascora api.
Why this helps
New organization setup often leaves quote preparation waiting on another manual handoff.
- Shorten new account response time
- Keep intake details together
- Reduce manual re-entry
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Ascora in the Notis portal.
- 2Create an automation that creates an Ascora quotation when the new organization event includes enough quote information.
- 3Pick the Pipedrive New Organization Received trigger.
- 4Choose the report destination and test with one real organization.
Questions about this workflow
What if the organization is not ready for a quote?
The instruction can tell Notis to report the organization for follow-up instead of creating a quotation.
Can it use notes attached later?
This workflow runs on the organization event; later notes require a separate note triggered workflow.
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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