Schedule recurring Ascora job reviews
Get a regular view of Ascora jobs without remembering to open another dashboard.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Jobs
Tool to retrieve jobs. use when you need to filter and paginate job listings from ascora.
Why this helps
Job reviews slip when they depend on finding time to open Ascora and scan listings manually.
- Bring job listings into a regular review habit.
- Reduce manual dashboard checks.
- Receive a focused summary on your chosen report channel.
Setup
Build it in a few focused steps.
- 1Connect Ascora once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3Tell Notis to retrieve Ascora jobs and summarize the listings that matter for your planning review.
- 4Pick a recurring schedule, choose a report channel, and test with one real example.
Questions about this workflow
Can the workflow change job assignments?
No. The listed action retrieves jobs and does not assign staff or change job records.
Can I choose how often it runs?
Choose the recurring schedule when setting the Notis trigger.
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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