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

Automatically do this!
Create Task
Update Task
Create Label
Create Task Label
Create Project
Find or Create Label
Find or Create Task
Update Project
Create Task Checklist
Create Project Checklist
Create Section
Create Task Comment
Add label To Task
Create Task Timeline Item
Create Task Subscription
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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 MeisterTask accounts to viaSocket. Once connected, you can set up a workflow where an event in Ascora triggers actions in MeisterTask (or vice versa).
Absolutely. You can customize how Ascora data is recorded in MeisterTask. This includes choosing which data fields go into which fields of MeisterTask, setting up custom formats, and filtering out unwanted information.
The data sync between Ascora and MeisterTask 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 MeisterTask. 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 MoreMeisterTask is an intuitive and collaborative task management tool designed to help teams organize and manage their projects efficiently. With features like customizable project boards, time tracking, and seamless integration with other productivity tools, MeisterTask streamlines workflows and enhances team collaboration.
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