Integrations Ascora Plumsail Documents
Ascora + Plumsail Documents

Connect Ascora and Plumsail Documents to Build Intelligent Automations

Choose a Trigger

Ascora

When this happens...

Choose an Action

Plumsail Documents

Automatically do this!

Ready to use Ascora and Plumsail Documents automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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.

Do thisActions

Action is the task that follows automatically within your Ascora integrations.

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 Plumsail Documents?

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

Can we customize how data from Ascora is recorded in Plumsail Documents?

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

How often does the data sync between Ascora and Plumsail Documents?

The data sync between Ascora and Plumsail Documents 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 Plumsail Documents?

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 Plumsail Documents?

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

About Plumsail Documents

Plumsail Documents is a document automation platform that helps businesses generate, manage, and process documents more efficiently. It integrates seamlessly with Microsoft 365 and SharePoint, allowing organizations to automate the creation of documents from templates, including DOCX, PDF, and XLSX formats.

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