Connect Ascora and Tableau to Build Intelligent Automations

Choose a Trigger

Ascora

When this happens...

Choose an Action

Tableau

Automatically do this!

Enable Integrations or automations with these events of Ascora and Tableau

Enable Integrations or automations with these events of Ascora and Tableau

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 Tableau?

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

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

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

How often does the data sync between Ascora and Tableau?

The data sync between Ascora and Tableau 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 Tableau?

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 Tableau?

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

About Tableau

Tableau is a leading data visualization and business intelligence tool that helps users transform raw data into interactive and shareable dashboards. It enables organizations to make data-driven decisions by providing insights through visual analytics.

Learn More