Check Ascora for matching customers
Know whether a new form respondent already exists in Ascora before creating more records.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
Why this helps
Teams waste time searching customer records manually and risk creating duplicates.
- Catch duplicate customers early
- Speed up intake review
- Give staff a clear next step
Setup
Build it in a few focused steps.
- 1Connect Typeform and Ascora once in the Notis portal.
- 2Create an automation that checks Ascora for a matching customer after each response.
- 3Pick the Typeform New Form Response trigger.
- 4Choose where run reports should go and test with one real response.
Questions about this workflow
Does this create a customer?
No. It retrieves Ascora customers and reports possible matches for review.
What information is compared?
Notis can use the answers you name, such as contact details, when reviewing returned customers.
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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