Run a monthly Ascora customer audit
A monthly customer report turns record maintenance into a predictable operating habit.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
Why this helps
Customer record issues accumulate quietly until they create service or billing friction.
- Spot issues earlier
- Create a recurring review rhythm
- Reduce hidden record debt
Setup
Build it in a few focused steps.
- 1Connect Ascora once in the Notis portal.
- 2Create an automation describing the customer records and review criteria for the monthly audit.
- 3Pick the Notis cron trigger and set the monthly schedule.
- 4Choose a report channel and test with one real run.
Questions about this workflow
Can the audit focus on a customer segment?
Yes. State the segment or criteria in the automation instruction.
Does the audit delete anything?
No. It retrieves customer records and reports review findings.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Ascora. A trigger fires from one place; an action lands in another.
Typeform 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 Form Response
Triggers when a respondent completes and submits the form.
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.
Typeform and Ascora, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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