
When this happens...

Automatically do this!
Create Job
Create Quote
Retrieve Job
Create Supplier
Create Enquiries
Create Note
Create Invoice
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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 Document360 integrations.
Creates a new document
Updates the details of the document by it's id.
Creates a new job in Ascora.
Creates a new Quotation.
Retrieving a Job based on Job Number
Creating a new Supplier.

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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 Document360 and Ascora accounts to viaSocket. Once connected, you can set up a workflow where an event in Document360 triggers actions in Ascora (or vice versa).
Absolutely. You can customize how Document360 data is recorded in Ascora. This includes choosing which data fields go into which fields of Ascora, setting up custom formats, and filtering out unwanted information.
The data sync between Document360 and Ascora 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 Document360 and Ascora. 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.
Document360 is a knowledge base software that helps to create, collaborate, and publish a self-service knowledge base for your products or services with ease.
Learn MoreAscora 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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