Capture estimate requests without losing the thread
A customer asking for an estimate should not depend on someone remembering to turn chat into admin. Notis can create the Ascora quotation from the relevant Slack message.
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
Small customer requests are easy to miss when a founder is handling several conversations at once.
- Turns an inbound request into a visible quotation record
- Makes follow-up easier to resume after interruptions
- Keeps the team from relying on memory alone
Setup
Build it in a few focused steps.
- 1Connect Slack and Ascora to Notis once through the portal.
- 2Start a new automation in the portal, or ask Notis to create one conversationally.
- 3Write one instruction asking Notis to create an Ascora quotation when a Slack channel message contains a customer's clear request for an estimate.
- 4Select the channel message trigger, choose where run reports should go, and test with one genuine estimate request.
Questions about this workflow
Can this handle a request that is only being discussed internally?
Yes, if your prompt describes the signals that identify a genuine customer estimate request and excludes brainstorming or hypothetical examples.
Does this send the quotation to the customer?
The listed Ascora action creates a quotation. It does not send it to the customer.
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.
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.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Delete Customer
Tool to delete a specific customer by id. use after confirming the customer exists.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Get Jobs
Tool to retrieve jobs. use when you need to filter and paginate job listings from ascora.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
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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