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Ascora

crm

Ascora is a cloud-based field service management software designed to streamline operations for service-based businesses, offering features such as job scheduling, invoicing, customer management, and mobile access.

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23

Available Tools

0

Triggers

Featured Tools

Create Note

Creates a note on an entity (customer, job, quote, etc.) in Ascora. Use this when you need to add comments, updates, or documentation to any entity in the system. Requires a valid entity ID from the Ascora system.

Note*
EntityId*
EntityType
*
Create or Update Contact

Tool to create a new contact or update an existing contact for a customer. Use when you need to add or modify contact information for a specific customer in Ascora. Requires a valid customer ID and accepts optional contact details like name, email, phone numbers, and default contact flag.

Email
Phone
LastName
+5
Create or Update Customer

Tool to create a new customer or update an existing customer in Ascora. Use when you need to add a new customer with company name and optional contact details, address information (street and postal), and communication preferences. If the customer already exists, their details will be updated.

CompanyName*
PhoneNumber
PostalLine1
+15
Create or Update Supplier

Tool to create a new supplier or update an existing supplier in Ascora. Use when you need to add a new supplier with contact and address details, or modify an existing supplier's information by providing the supplierId.

fax
Name*
notes
+20
Create Quotation

Creates a new quotation/enquiry in Ascora for a customer. Use this tool when you need to submit a quote request with customer details (name, email, contact info), optional address information, work description, and custom fields. Returns a unique entity ID for the created enquiry that can be used to track or reference the quotation.

email*
phone
mobile
+11
Delete Customer

Tool to delete a specific customer by ID. Use when you need to remove a customer after confirming its existence.

customer_id*

All Tools (23)

17 of 17

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