crm · scheduling-&-booking · 0 triggers · 23 actions
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. Add Ascora to your Stream Deck workflows with guided setup for the connection details it needs.
Add Ascora to a workflow and pair it with a Stream Deck button to run it in one press — handy for crm tasks. Combine it with OBS, your Elgato tools, or any other app you connect to build a routine that fits how you work.
Browse all templatesSteps your workflow can perform in Ascora.
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.
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.
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.
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.
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.
Tool to delete a specific customer by ID. Use when you need to remove a customer after confirming its existence.
Tool to retrieve details of a specific contact by their unique identifier. Use when you need to fetch information about a contact including their name, contact details, address, and customer association.
Tool to retrieve details of a specific customer by their unique identifier. Use when you need to fetch information about a single customer including contact details, addresses, and status.
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.
Create your Conductor Deck account: no credit card required.
Follow the setup prompts for Ascora. Conductor Deck handles the app authorization or required connection details inside the workflow builder.
Add an Ascora action to your visual workflow canvas. Configure the options you need, then connect it to other steps.
Sync your workflow to any Stream Deck button. Press once to trigger the entire sequence.
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