Prepare scheduled Ascora quotations
Give approved quote instructions a reliable path into Ascora.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Quotation
Tool to create a new quotation. use when submitting a customer quote request via the ascora api.
Why this helps
Approved quote requests wait when quotation entry depends on someone remembering a manual task.
- Reduce quote backlog
- Create records at a predictable time
- Keep approval context with each quote
Setup
Build it in a few focused steps.
- 1Connect Ascora in the Notis portal.
- 2Create an automation that reads approved quote instructions available to Notis and creates the matching Ascora quotations.
- 3Pick a Notis cron schedule for processing.
- 4Choose a report channel and test with one approved instruction.
Questions about this workflow
Where do approved instructions come from?
They must be supplied to Notis through its available context or connected workflow before the scheduled run.
Will it create quotes without approval?
Your instruction should require explicit approval, and Notis should flag anything that does not meet it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Ascora. A trigger fires from one place; an action lands in another.
Timelinesai 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 WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Delete Customer
Tool to delete a specific customer by id. use after confirming the customer exists.
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
Get Jobs
Tool to retrieve jobs. use when you need to filter and paginate job listings from ascora.
Connect any two apps with Notis in the middle.
Timelinesai and Ascora, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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