Turn quote intake DMs into Ascora quotations
Capture a private quote request once and let Notis prepare the Ascora quotation.
Trigger
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Action
Create Quotation
Tool to create a new quotation. use when submitting a customer quote request via the ascora api.
Why this helps
Private quote requests are easy to overlook or retype later.
- Protects the private intake context
- Reduces retyping
- Moves qualified requests into quoting
Setup
Build it in a few focused steps.
- 1Connect Slackbot and Ascora in Notis once.
- 2Create an automation named DM quote intake.
- 3Tell Notis to create an Ascora quotation only when the DM includes the customer, requested work, and enough quote details.
- 4Pick Direct Message Received as the trigger and select a report destination.
- 5Test with one complete quote intake DM.
Questions about this workflow
What if the DM is only an early question?
Notis should report that the request is incomplete and avoid creating a quotation.
Can the report stay private?
Choose an appropriate private report destination when creating the automation.
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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