Process queued quotations on a schedule
Give your quote queue a reliable processing window so requests do not disappear in backlog.
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
Quote work gets delayed when it relies on ad hoc reviews between meetings and site issues.
- Create a dependable processing block
- Reduce quote backlog
- Flag incomplete requests
- Keep quotation work moving
Setup
Build it in a few focused steps.
- 1Connect Ascora and the queue source in the Notis portal.
- 2Create an automation named Scheduled quotation queue.
- 3Tell Notis to review the queued quote instructions available at each run, create an Ascora quotation for complete requests, and report anything needing clarification.
- 4Pick a recurring schedule trigger.
- 5Choose a report channel and test with one queued request.
Questions about this workflow
Where does the queue come from?
Provide the queue location and format in your automation instruction so Notis knows what to review.
Will incomplete requests be submitted?
Notis can flag incomplete requests instead of creating a quotation until the needed details are available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Ascora. A trigger fires from one place; an action lands in another.
Todoist 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 Task Created
Trigger when a new task is added to Todoist.
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.
Todoist and Ascora, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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