Create an Ascora quotation from every new Pipedrive deal
Move qualified opportunities toward a quote without retyping deal details.
Trigger
New Deal Received Trigger
Triggered when a new deal 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 opportunities sit in Pipedrive while quotation requests wait for manual copying and follow-up.
- Reduce duplicate data entry
- Respond to quote requests faster
- Keep sales and operations aligned
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Ascora in the Notis portal.
- 2Create an automation and describe that each new deal should become an Ascora quotation using the available deal context.
- 3Pick the Pipedrive New Deal Received trigger.
- 4Choose where run reports should go, then test with one real deal.
Questions about this workflow
What starts this automation?
A new deal created in Pipedrive starts it.
Can Notis fill in missing quote details?
Notis can use the deal information available to it and flag details that are missing before creating the quotation.
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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