Connect Ascora and Personal Capital to Build Intelligent Automations
Choose a Trigger
When this happens...
New Job
Job Status Changed
New Enquiry
Enquiry Modified
Customer Modified
Quote Created
Quote Modified
Job Modified
Quote Status Changed
Choose an Action
Automatically do this!
- Request a new Action for Personal Capital
Enable Integrations or automations with these events of Ascora and Personal Capital
Enable Integrations or automations with these events of Ascora and Personal Capital
Triggers
New Job
Triggers when a new job is created in Ascora.
Job Status Changed
Triggers when the status of a job is updated in Ascora.
New Enquiry
Triggers when new Enquiry Created.
Enquiry Modified
Triggers when Enquiry Modified.
Customer Modified
Triggers when new Customer Modified.
Quote Created
Trigger when new QuoteCreated.
Actions
Create Job
Creates a new job in Ascora.
Create Quote
Creates a new Quotation.
Retrieve Job
Retrieving a Job based on Job Number
Create Supplier
Creating a new Supplier.
Create Enquiries
Create a Enquiries
Create Note
Create a Note
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Frequently Asked Questions
To start, connect both your Ascora and Personal Capital accounts to viaSocket. Once connected, you can set up a workflow where an event in Ascora triggers actions in Personal Capital (or vice versa).
Absolutely. You can customize how Ascora data is recorded in Personal Capital. This includes choosing which data fields go into which fields of Personal Capital, setting up custom formats, and filtering out unwanted information.
The data sync between Ascora and Personal Capital 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 Personal Capital. 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.
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.
Learn MoreAbout Personal Capital
Personal Capital is a financial management platform that offers tools for tracking and managing personal finances, investments, and retirement planning. It provides users with insights into their financial health and helps them make informed decisions about their financial future.
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