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Create Ascora quotations from WhatsApp quote requests

A customer asks for a quote in WhatsApp. Notis can turn the request into an Ascora quotation so it is ready for follow-up.

Trigger

New Message Received

Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.

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 disappear in busy chat threads, leaving you to reread messages and re-enter details later.

  • Capture quote requests while the details are fresh.
  • Reduce switching between WhatsApp and Ascora.
  • Review and follow up on quotation work from Ascora.

Setup

Build it in a few focused steps.

  • 1Connect WhatsApp and Ascora once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
  • 3In one instruction, ask Notis to use clear incoming quote requests to create an Ascora quotation and flag missing details for review.
  • 4Pick the WhatsApp New Message Received trigger and choose where run reports should go.
  • 5Test with one real quote request and review the result.

Questions about this workflow

Does this create a quotation for every WhatsApp message?

No. Describe the kind of quote request Notis should act on in your instruction. Messages that lack enough detail can be flagged for review.

Can Notis fill in details the customer did not send?

No. Notis can use returned message data, but missing customer or quote details need to be supplied by the customer or reviewed by you.

Can it send the quotation back to WhatsApp?

This workflow creates an Ascora quotation. Sending messages is not an available Ascora action in this workflow.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Whatsapp to Ascora. A trigger fires from one place; an action lands in another.

Whatsapp triggers

Ascora actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Delete Customer

Tool to delete a specific customer by id. use when you need to remove a customer after confirming its existence.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Quotation

Tool to create a new quotation. use when submitting a customer quote request via the ascora api.

ActionInstant

Message Status Updated

Triggers when a WhatsApp message status changes. IMPORTANT LIMITATION: WhatsApp Cloud API does not provide a native polling endpoint for message status. Status updates are ONLY delivered via webhooks in real-time. This trigger cannot directly poll the WhatsApp API for status updates. This trigger will return empty results as WhatsApp does not support this operation. To track message status updates, you must: 1. Set up a webhook endpoint to receive status notifications from WhatsApp 2. Store the webhook data in your own database 3. Use a different mechanism to query your stored webhook data For more information, see: - https://developers.facebook.com/docs/whatsapp/cloud-api/webhooks

TriggerPolling

Delete Customer

Tool to delete a specific customer by id. use after confirming the customer exists.

ActionInstant

New Message Received

Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.

TriggerInstant

Get Customers

Tool to retrieve a list of customers. use after authenticating with your api key.

ActionInstant

Interactive Reply Received

Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.

TriggerInstant

Get Jobs

Tool to retrieve jobs. use when you need to filter and paginate job listings from ascora.

ActionInstant

Message Template Status Update

Triggered when the review status of a WhatsApp message template changes — for example approved, rejected, or flagged — on your WhatsApp Business Account.

TriggerInstant

Connect any two apps with Notis in the middle.

Whatsapp and Ascora, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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