Create Ascora quotations from complete support scopes
Move a fully described service need into quoting while the ticket context is still clear.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Create Quotation
Tool to create a new quotation. use when submitting a customer quote request via the ascora api.
Why this helps
Complete scopes wait in support queues because the quoting step depends on a separate manual copy and review.
- Shorten quote turnaround
- Keep scope details together
- Reduce manual transcription
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Ascora in Notis once.
- 2Create an automation telling Notis to create an Ascora quotation only for tickets with a complete service scope and customer details.
- 3Pick New Zendesk Ticket as the trigger.
- 4Choose a report channel for the quotation and any missing-information notices.
- 5Test with one complete ticket and verify the created quotation.
Questions about this workflow
What counts as a complete scope?
Define the required details in your plain language instruction, based on what your quoting team needs.
Can incomplete tickets be held for later?
Yes. Instruct Notis to report them for review instead of creating a quotation.
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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