
When this happens...

Automatically do this!
Create Job
Create Quote
Retrieve Job
Create Supplier
Create Enquiries
Create Note
Create Invoice
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Triggers when new Customer Modified.
Trigger when new QuoteCreated.
Action is the task that follows automatically within your Tess integrations.
Searches for agents and returns a list of matching agents with their key details.
Runs the Tess assistant and returns the content it creates.
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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To start, connect both your Tess and Ascora accounts to viaSocket. Once connected, you can set up a workflow where an event in Tess triggers actions in Ascora (or vice versa).
Absolutely. You can customize how Tess 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 Tess 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 Tess 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.
Tess is a versatile platform designed to enhance team collaboration and communication. It offers a suite of tools to streamline project management, facilitate seamless communication, and boost productivity across teams.
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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