Connect Entera CRM and Ascora to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Entera CRM
Choose an Action
Automatically do this!
Create Job
Create Quote
Retrieve Job
Create Supplier
Create Enquiries
Create Note
Create Invoice
Ready to use Entera CRM and Ascora automations
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Do thisActions
Action is the task that follows automatically within your Entera CRM integrations.
Add New Contact
Creates a new contact in Entera CRM.
Create Organization
creation of new organizations within the system.
Create Lead
This endpoint allows you to add a new lead to the system.
Create Deal
This endpoint allows you to add a new contact to the system.
Create Job
Creates a new job in Ascora.
Create Quote
Creates a new Quotation.
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Frequently Asked Questions
To start, connect both your Entera CRM and Ascora accounts to viaSocket. Once connected, you can set up a workflow where an event in Entera CRM triggers actions in Ascora (or vice versa).
Absolutely. You can customize how Entera CRM 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 Entera CRM 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 Entera CRM 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.
About Entera CRM
Entera CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, ensuring that businesses can maintain strong relationships and improve customer satisfaction.
Learn MoreAbout 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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