Create Ascora quotations from new Salesforce leads
Keep quote requests moving by asking Notis to turn new lead details into an Ascora quotation.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
Create Quotation
Tool to create a new quotation. use when submitting a customer quote request via the ascora api.
Why this helps
New quote requests can sit in Salesforce while you switch apps to prepare a quotation.
- Reduce manual handoffs for new quote requests.
- Keep quotation preparation close to lead intake.
- Use available lead details and surface missing information.
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 review each new lead and create an Ascora quotation when the available details support a quote; report missing details.
- 4Pick the New Lead trigger, choose a report channel, and test with one real lead.
Questions about this workflow
Does this create a quotation for every new lead?
Instruct Notis to create one only when the lead includes enough information for a quote. It can report when key details are missing.
Can it create an Ascora customer too?
The listed Ascora actions do not include creating customers, so this workflow only creates a quotation.
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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