Connect SignDesk and Ascora to Build Intelligent Automations

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SignDesk

When this happens...

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Ascora

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Job

New Job

Triggers when a new job is created in Ascora.

Job Status Changed

Job Status Changed

Triggers when the status of a job is updated in Ascora.

New Enquiry

New Enquiry

Triggers when new Enquiry Created.

Enquiry Modified

Enquiry Modified

Triggers when Enquiry Modified.

Customer Modified

Customer Modified

Triggers when new Customer Modified.

Quote Created

Quote Created

Trigger when new QuoteCreated.

Do thisActions

Action is the task that follows automatically within your SignDesk integrations.

Get request structure

Get request structure

Gets a request structure for a specific form.

Fetch Form Configuration

Fetch Form Configuration

Fetch a specific Form Configuration.

Create CLM Request

Create CLM Request

Creates a CLM request.

Create Job

Create Job

Creates a new job in Ascora.

Create Quote

Create Quote

Creates a new Quotation.

Retrieve Job

Retrieve Job

Retrieving a Job based on Job Number

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Frequently Asked Questions

How do I start an integration between SignDesk and Ascora?

To start, connect both your SignDesk and Ascora accounts to viaSocket. Once connected, you can set up a workflow where an event in SignDesk triggers actions in Ascora (or vice versa).

Can we customize how data from SignDesk is recorded in Ascora?

Absolutely. You can customize how SignDesk 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.

How often does the data sync between SignDesk and Ascora?

The data sync between SignDesk and Ascora typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from SignDesk to Ascora?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between SignDesk and Ascora?

Yes, you can set conditional logic to control the flow of data between SignDesk 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.

SignDesk

About SignDesk

SignDesk is a comprehensive digital documentation platform that streamlines the process of document creation, signing, and management. It offers a secure and efficient way to handle contracts, agreements, and other important documents electronically, reducing the need for physical paperwork and enhancing productivity.

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Ascora

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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