Connect Preset Cloud and Ascora to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Preset Cloud
Choose an Action
Automatically do this!
Create Job
Create Quote
Retrieve Job
Create Supplier
Create Enquiries
Create Note
Create Invoice
Ready to use Preset Cloud and Ascora automations
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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 Preset Cloud integrations.
List All Teams
Retrieve all teams in the connected Preset Cloud account.
Get Team Members
Retrieve the members of a Preset Cloud team.
Delete a Team Member
Remove a specified user from a Preset Cloud team. Returns success data or a clear error if removal is blocked (e.g., last admin, already removed, or assigned via a group).
Create Job
Creates a new job in Ascora.
Create Quote
Creates a new Quotation.
Retrieve Job
Retrieving a Job based on Job Number
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Frequently Asked Questions
To start, connect both your Preset Cloud and Ascora accounts to viaSocket. Once connected, you can set up a workflow where an event in Preset Cloud triggers actions in Ascora (or vice versa).
Absolutely. You can customize how Preset Cloud 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 Preset Cloud 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 Preset Cloud 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 Preset Cloud
Preset Cloud is a powerful platform for data exploration and visualization, enabling users to create interactive dashboards and gain insights from their data effortlessly.
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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