Connect Solve CRM and Ascora to Build Intelligent Automations

Choose a Trigger

Solve CRM

When this happens...

Choose an Action

Ascora

Automatically do this!

Ready to use Solve CRM and Ascora automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Company

New Company

Triggered when a new company record is created in Solve360.

New Contacts

New Contacts

Triggers when you add a new contact.

New Tagged Contact

New Tagged Contact

Triggers when a specific tag is applied to a contact.

Update Contact

Update Contact

Triggers when update a contact.

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.

Do thisActions

Action is the task that follows automatically within your Solve CRM integrations.

Create a Company

Create a Company

Creates a new company record in Solve360.

Create a Contact

Create a Contact

Creates a new contact in Solve360.

List Contact

List Contact

List all contact.

List Ownership

List Ownership

List all Ownership

List Category Tags

List Category Tags

Returns a collection of available contact tags.

List Fields

List Fields

Returns a collection of available contact fields.

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Frequently Asked Questions

How do I start an integration between Solve CRM and Ascora?

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

Can we customize how data from Solve CRM is recorded in Ascora?

Absolutely. You can customize how Solve 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.

How often does the data sync between Solve CRM and Ascora?

The data sync between Solve CRM 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 Solve CRM 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 Solve CRM and Ascora?

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

Solve CRM

About Solve CRM

Solve360 is a modern CRM and project management tool designed to help businesses streamline their customer relationship processes and manage projects efficiently. It offers a range of features including contact management, task tracking, and collaboration tools to enhance productivity and improve client interactions.

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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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