Convert clear Zendesk quote requests into Ascora quotations
Move a well defined customer request from support to quoting without retyping it.
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
Quote requests sit in support queues while someone manually copies details into the field service system.
- Reduce retyping
- Speed up quote preparation
- Keep the request tied to its source ticket
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Ascora in Notis once.
- 2Create an automation instructing Notis to create an Ascora quotation only when a new ticket contains a clear quote request and sufficient details.
- 3Pick New Zendesk Ticket as the trigger.
- 4Choose a report channel for created quotations and skipped tickets.
- 5Test with one real quote request and verify the quotation details.
Questions about this workflow
What happens when ticket details are incomplete?
Tell Notis to report the ticket for review instead of creating a quotation without enough information.
Does this send the quote to the customer?
No. It creates the Ascora quotation; customer communication remains a separate step.
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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