Connect Sanchay Crm and Ascora to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Sanchay Crm
Choose an Action
Automatically do this!
Create Job
Create Quote
Retrieve Job
Create Supplier
Create Enquiries
Create Note
Create Invoice
Ready to use Sanchay Crm and Ascora automations
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 Sanchay Crm integrations.
Add Contact
Create a new contact
Create a Lead
Add lead and set follow-up
Create Task
Create a task with due date
Create Product
Add a new product to CRM
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 Sanchay Crm and Ascora accounts to viaSocket. Once connected, you can set up a workflow where an event in Sanchay Crm triggers actions in Ascora (or vice versa).
Absolutely. You can customize how Sanchay 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 Sanchay 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 Sanchay 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 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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