
When this happens...
New Document Created1
New Document Created

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 Microsoft Word document is created.
Triggers when new document is created.
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.
Action is the task that follows automatically within your Microsoft Word integrations.
Creates a new Microsoft Word document from a template or blank.
Get an all existing document.
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 Microsoft Word and Ascora accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Word triggers actions in Ascora (or vice versa).
Absolutely. You can customize how Microsoft Word 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 Microsoft Word 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 Microsoft Word 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.
Microsoft Word is a powerful word processing application that allows users to create, edit, and format documents with ease. It offers a wide range of features including text formatting, spell check, and the ability to insert images and tables, making it an essential tool for both personal and professional document creation.
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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