Run a weekly Ascora customer audit
Keep customer records usable with a short review that runs every week.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
Why this helps
Customer data quality declines quietly when no one has a dedicated review habit.
- Catch record issues earlier
- Create a consistent ownership rhythm
- Reduce cleanup sessions
Setup
Build it in a few focused steps.
- 1Connect Ascora in the Notis portal.
- 2Create an automation that retrieves customers and summarizes duplicate or incomplete records based on your stated criteria.
- 3Pick a Notis cron schedule for the weekly audit.
- 4Choose a report channel and test with one real run.
Questions about this workflow
Can Notis know which records are duplicates?
It can identify likely duplicates from returned fields, while uncertain matches are reported for review.
Does the audit delete anything?
No. This workflow only retrieves and summarizes customer records.
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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