
When this happens...
New Job
Job Status Changed
New Enquiry
Enquiry Modified
Customer Modified
Quote Created
Quote Modified
Job Modified
Quote Status Changed

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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new job is created in Ascora.
Triggers when the status of a job is updated in Ascora.
Triggers when new Enquiry Created.
Triggers when Enquiry Modified.
Triggers when new Customer Modified.
Trigger when new QuoteCreated.
Action is the task that follows automatically within your Ascora integrations.
Creates a new job in Ascora.
Creates a new Quotation.
Retrieving a Job based on Job Number
Creating a new Supplier.
Create a Enquiries
Create a Note

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Ascora and Shortcut accounts to viaSocket. Once connected, you can set up a workflow where an event in Ascora triggers actions in Shortcut (or vice versa).
Absolutely. You can customize how Ascora data is recorded in Shortcut. This includes choosing which data fields go into which fields of Shortcut, setting up custom formats, and filtering out unwanted information.
The data sync between Ascora and Shortcut typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Ascora and Shortcut. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Ascora is a comprehensive job management software designed to streamline operations for trades and service businesses. It offers features such as scheduling, quoting, invoicing, and customer management, making it an essential tool for businesses looking to enhance productivity and efficiency.
Learn MoreShortcut is a project management tool designed to help teams plan, collaborate, and track their work efficiently. It offers features like task management, workflow automation, and team collaboration to streamline project execution.
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