Request Ascora customer lookups by webhook
Trigger a customer lookup from an HTTP request and get the results in your chosen report channel.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
Why this helps
A one-off customer check can interrupt focused work when it requires opening Ascora and searching manually.
- Start a lookup when an HTTP request arrives.
- Use one prompt for on-demand customer retrieval.
- Send results to a report channel for review.
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 customers and summarize the results when the webhook request starts the automation.
- 4Pick the webhook trigger, choose a report channel, and test with one real example.
Questions about this workflow
Does the webhook create a customer?
No. The listed action retrieves existing Ascora customers.
Can I use this as an on-demand lookup?
Yes. An HTTP request starts a Notis webhook automation.
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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