Review Ascora customers from an intake webhook
Turn every submitted contact into a quick, consistent customer record review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
Why this helps
New intake data can create duplicate customers when nobody checks existing records first.
- Standardize intake review
- Spot likely duplicates
- Create an auditable report
Setup
Build it in a few focused steps.
- 1Connect Ascora in the Notis portal.
- 2Create an automation that reads the webhook payload, searches Ascora customers for possible matches, and explains the result.
- 3Choose the Notis webhook trigger and provide its endpoint to the sending system.
- 4Choose a report channel and test with one real intake payload.
Questions about this workflow
What must the webhook include?
Include enough identifying information such as a name, phone number, email, or customer id.
Can it merge records?
No. This workflow retrieves and reviews customers without modifying them.
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.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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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.
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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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