Look up Ascora customers from Todoist
Add a customer lookup task once and get the relevant Ascora records back automatically.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
Why this helps
Searching customer records manually interrupts the next action and makes quick checks easy to postpone.
- Shorten customer research
- Reduce portal hopping
- Return records in context
- Surface possible matches quickly
Setup
Build it in a few focused steps.
- 1Connect Todoist and Ascora in the Notis portal.
- 2Create an automation named Todoist customer lookup.
- 3Tell Notis to read each new task, search Ascora customers using the customer information provided, and summarize matching records or state that none were found.
- 4Pick the Todoist New Task Created trigger.
- 5Choose a report channel and test with one customer lookup task.
Questions about this workflow
Can the task contain a name or email?
Yes. Tell Notis which customer details are available in the task and it will use them for the lookup.
Will this change customer records?
No. The configured Ascora action retrieves customer records for review.
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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