Check WhatsApp leads against Ascora customers
Turn incoming WhatsApp names and contact details into a fast customer record check.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
Why this helps
Prospect details stay buried in chats, making duplicate customer records and missed context more likely.
- Find existing customer records quickly
- Reduce duplicate customer creation
- Keep chat context attached to decisions
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Ascora in the Notis portal.
- 2Create an automation and describe that each new message should identify any prospect details and search Ascora customers for matches.
- 3Pick the TimelinesAI New WhatsApp Message Received trigger.
- 4Choose a report channel, then test with one real prospect message.
Questions about this workflow
What does Notis search for?
It can use names, phone numbers, email addresses, and other details present in the WhatsApp message.
Will this create a customer?
No. This workflow only retrieves Ascora customers and reports likely matches.
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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