Connect Ascora and OptiAI to Build Intelligent Automations

Choose a Trigger

Ascora

When this happens...

Choose an Action

OptiAI

Automatically do this!

Enable Integrations or automations with these events of Ascora and OptiAI

Enable Integrations or automations with these events of Ascora and OptiAI

Triggers

New Job

New Job

Triggers when a new job is created in Ascora.

Job Status Changed

Job Status Changed

Triggers when the status of a job is updated in Ascora.

New Enquiry

New Enquiry

Triggers when new Enquiry Created.

Enquiry Modified

Enquiry Modified

Triggers when Enquiry Modified.

Customer Modified

Customer Modified

Triggers when new Customer Modified.

Quote Created

Quote Created

Trigger when new QuoteCreated.

Actions

Create Job

Create Job

Creates a new job in Ascora.

Create Quote

Create Quote

Creates a new Quotation.

Retrieve Job

Retrieve Job

Retrieving a Job based on Job Number

Create Supplier

Create Supplier

Creating a new Supplier.

Create Enquiries

Create Enquiries

Create a Enquiries

Create Note

Create Note

Create a Note

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Frequently Asked Questions

How do I start an integration between Ascora and OptiAI?

To start, connect both your Ascora and OptiAI accounts to viaSocket. Once connected, you can set up a workflow where an event in Ascora triggers actions in OptiAI (or vice versa).

Can we customize how data from Ascora is recorded in OptiAI?

Absolutely. You can customize how Ascora data is recorded in OptiAI. This includes choosing which data fields go into which fields of OptiAI, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Ascora and OptiAI?

The data sync between Ascora and OptiAI typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Ascora to OptiAI?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Ascora and OptiAI?

Yes, you can set conditional logic to control the flow of data between Ascora and OptiAI. 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

About Ascora

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.

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OptiAI

About OptiAI

OptiAI is an AI-powered optimization platform that helps businesses enhance performance, automate workflows, and make data-driven decisions. It delivers actionable insights, predictive analytics, and intelligent recommendations for improved efficiency.

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