Review Ascora jobs when Salesforce tasks are completed
Use completed tasks as a prompt to check relevant Ascora jobs and keep follow-up visible.
Trigger
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
Action
Get Jobs
Tool to retrieve jobs. use when you need to filter and paginate job listings from ascora.
Why this helps
Completing a sales or service task can leave a related job unchecked in another app.
- Connect task completion with a job listing review.
- Reduce app switching after follow-up work.
- Keep relevant job details visible in a report.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Ascora once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3Tell Notis to retrieve Ascora jobs when a task is completed and summarize listings relevant to the task details.
- 4Pick the Task Created or Completed trigger, choose a report channel, and test with one real completed task.
Questions about this workflow
Does this trigger on every task creation too?
The listed trigger runs when a task is created or when its status changes to Completed. Its optional filters are by status or subject.
Will this create or update an Ascora job?
No. The listed Ascora job action retrieves job listings.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Ascora. A trigger fires from one place; an action lands in another.
Salesforce 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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Delete Customer
Tool to delete a specific customer by id. use after confirming the customer exists.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Get Jobs
Tool to retrieve jobs. use when you need to filter and paginate job listings from ascora.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Connect any two apps with Notis in the middle.
Salesforce and Ascora, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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