Create Ascora quotations from Todoist tasks
Capture a quote request in Todoist and let Notis prepare the matching Ascora quotation.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Create Quotation
Tool to create a new quotation. use when submitting a customer quote request via the ascora api.
Why this helps
Quote requests can sit in a task list while details and customer context remain scattered.
- Reduce duplicate data entry
- Keep quote requests moving
- Standardize quotation preparation
- Give the team a clear run report
Setup
Build it in a few focused steps.
- 1Connect Todoist and Ascora in the Notis portal.
- 2Create an automation named Todoist quote requests to Ascora.
- 3Tell Notis to read each new task, identify the customer and requested work, then create an Ascora quotation with the available details and flag anything missing.
- 4Pick the Todoist New Task Created trigger.
- 5Choose a report channel and test with one real quote request task.
Questions about this workflow
What if the task lacks customer details?
Notis can create the quotation with available information and report the missing details for follow-up.
Does this send the quotation to the customer?
No. This workflow creates the quotation in Ascora so you can review and send it through your normal process.
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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