Clean up confirmed duplicate Ascora customers during onboarding
Keep customer records tidy when onboarding reveals a duplicate entry.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Delete Customer
Tool to delete a specific customer by id. use after confirming the customer exists.
Why this helps
Duplicate records accumulate when onboarding teams notice them but have no consistent cleanup handoff.
- Reduce duplicate records
- Make ownership clearer
- Keep onboarding data consistent
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Ascora in Notis once.
- 2Create an automation instructing Notis to delete only the Ascora customer explicitly identified as a confirmed duplicate after verifying its existence.
- 3Pick New User Created as the trigger.
- 4Choose where cleanup reports should go.
- 5Test with one confirmed duplicate and verify the remaining customer record.
Questions about this workflow
Can Notis decide that two records are duplicates by itself?
It can analyze the details you provide, but deletion should be limited to records your instruction identifies as confirmed duplicates.
What does action 1007 delete?
It deletes a specific Ascora customer by id after the customer exists.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Ascora. A trigger fires from one place; an action lands in another.
Zendesk 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 User Created
Triggered when a new user is created in Zendesk.
Delete Customer
Tool to delete a specific customer by id. use after confirming the customer exists.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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.
Zendesk and Ascora, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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