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Notis

Move approved quote requests from Slack into Ascora

Keep quote work moving without re-reading a busy channel. Ask Notis to recognize a clear approval, then create the corresponding Ascora quotation.

Trigger

Channel Message Received

Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.

Action

Create Quotation

Tool to create a new quotation. use when submitting a customer quote request via the ascora api.

Why this helps

Quote requests can disappear into conversation threads while you switch between sales, delivery, and customer work.

  • Captures approved requests close to where the decision happens
  • Reduces copying customer and job context between tools
  • Creates a clear quotation record to follow up

Setup

Build it in a few focused steps.

  • 1Connect Slack and Ascora to Notis once through the portal.
  • 2Create an automation in the portal or ask Notis conversationally to set it up.
  • 3In one plain-language instruction, tell Notis to create an Ascora quotation when a Slack channel message contains a specific customer quote request and an explicit approval.
  • 4Choose the Slack channel message trigger and a channel for run reports, then test with one real approved request.

Questions about this workflow

Will every message in the channel create a quotation?

The instruction should require a clear quote request and explicit approval. Test it with a real example and refine the wording if the run is too broad.

Do I need to map Slack details into Ascora fields?

No. Describe the intended result in the automation prompt; Notis interprets the request in plain language.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Slack to Ascora. A trigger fires from one place; an action lands in another.

Slack triggers

Ascora actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Delete Customer

Tool to delete a specific customer by id. use when you need to remove a customer after confirming its existence.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Quotation

Tool to create a new quotation. use when submitting a customer quote request via the ascora api.

ActionInstant

New Channel Created Trigger

Triggered when a new channel is created in Slack.

TriggerInstant

Delete Customer

Tool to delete a specific customer by id. use after confirming the customer exists.

ActionInstant

Channel Message Received

Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.

TriggerInstant

Get Customers

Tool to retrieve a list of customers. use after authenticating with your api key.

ActionInstant

Direct Message Received

Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.

TriggerInstant

Get Jobs

Tool to retrieve jobs. use when you need to filter and paginate job listings from ascora.

ActionInstant

Message Reaction Added

Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

Message Reaction Removed

Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

Reaction Added Trigger

DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.

TriggerInstant

Connect any two apps with Notis in the middle.

Slack and Ascora, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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