Turn Slack quote approval into an Ascora quotation
Once the team says go, move the approved request into Ascora without another handoff.
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
Approved work waits because the person who must create the quotation is not in the conversation.
- Shortens approval to quote time
- Preserves decision context
- Reduces missed handoffs
Setup
Build it in a few focused steps.
- 1Connect Slackbot and Ascora in Notis once.
- 2Create an automation named Approved quotation.
- 3Tell Notis to create an Ascora quotation only when the channel message clearly approves quoting and includes enough customer and service context.
- 4Pick Channel Message Received as the trigger and choose where reports go.
- 5Test with one approved quote thread.
Questions about this workflow
What counts as approval?
Define the explicit approval wording your team uses in the instruction.
What if the approved request lacks details?
Notis can report the missing details and avoid creating the quotation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slackbot to Ascora. A trigger fires from one place; an action lands in another.
Slackbot 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.
Slackbot and Ascora, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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