Match a new Pipedrive organization to Ascora
Start every account with a clear view of whether the customer already exists.
Trigger
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Action
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
Why this helps
New organizations can create duplicate operational accounts when teams cannot check both systems quickly.
- Reduce duplicate accounts
- Improve account handoff quality
- Reveal existing service history
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 organization and summarizes confidence.
- 3Pick the Pipedrive New Organization Received trigger.
- 4Choose a report channel and test with one real organization.
Questions about this workflow
Does this merge records?
No. It reports likely matches so your team can decide what to do.
Which organization details are used?
Notis uses the details available in the new Pipedrive organization event.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Ascora.