Create Ascora quotations from Trello cards
Capture a request in Trello and let Notis prepare the Ascora quotation while the details are fresh.
Trigger
New Card Trigger
Triggered when a card is created in the specified board
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 sit in Trello while someone manually re-enters customer and job details into Ascora.
- Reduces duplicate data entry
- Keeps quote requests moving
- Creates a consistent quotation handoff
Setup
Build it in a few focused steps.
- 1Connect Trello and Ascora once in the Notis portal.
- 2Create an automation and describe that new quote request cards should become Ascora quotations.
- 3Pick the Trello New Card Trigger for the relevant board.
- 4Choose where run reports should be sent.
- 5Test with one real quote request card.
Questions about this workflow
What does Notis use from the Trello card?
Notis can interpret the card title, description, checklist, labels, and other details available from the event.
Does this send a quotation to the customer?
No. It 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 Trello to Ascora. A trigger fires from one place; an action lands in another.
Trello 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.
Card Archived Trigger
Triggered when a card is archived in the specified board
Delete Customer
Tool to delete a specific customer by id. use after confirming the customer exists.
New Activity Trigger
Triggered when there is activity in Trello.
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
New Board Trigger
Triggered when a board is created in the specified workspace
Get Jobs
Tool to retrieve jobs. use when you need to filter and paginate job listings from ascora.
New Card Trigger
Triggered when a card is created in the specified board
Card Updated Trigger
Triggered when a specific card is updated
Connect any two apps with Notis in the middle.
Trello and Ascora, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Ascora.