Connect vPlan and Ascora to Build Intelligent Automations

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vPlan

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 or Changed Collection

New or Changed Collection

Triggers when a new collection is added or changed.

New or Updated Card

New or Updated Card

Triggers when a card is added or updated.

Attached or Detached Label on a Card

Attached or Detached Label on a Card

Triggers when a label is attached or detached from a card.

Attached or Detached Resource on a Card

Attached or Detached Resource on a Card

Triggers when a resource is attached or detached from a card.

New or Changed Comment

New or Changed Comment

Triggers when a new comment is added or changed.

Card Deleted

Card Deleted

Triggers when a card is deleted.

Do thisActions

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

Create Activity

Create Activity

Create a new Activity.

Create Resource

Create Resource

Create a new resource.

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

Create Supplier

Create Supplier

Creating a new Supplier.

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Frequently Asked Questions

How do I start an integration between vPlan and Ascora?

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

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

Absolutely. You can customize how vPlan 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 vPlan and Ascora?

The data sync between vPlan 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 vPlan 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 vPlan and Ascora?

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

vPlan

About vPlan

vPlan is a planning tool to plan and track your work.

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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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