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.
Ascora
23 tools available
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.
crmscheduling & booking
Tools & actions 23
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.
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.
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.
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.
Delete Customer
Tool to delete a specific customer by ID. Use when you need to remove a customer after confirming its existence.
Get Contact
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.
Get Customer
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.
Get Customers
Retrieves all customers from the Ascora system. Returns a list of customer records including contact information (name, email, phone) and address details (street, city, state, postcode, country). This is a read-only operation that requires authentication via API key. Useful for syncing customer data, creating customer lists, or verifying customer information exists in the system.
Get Inventory Categories
Retrieves all inventory categories used to organize supplies and kits in Ascora. Returns a paginated list of categories with their IDs, names, and numeric identifiers. Use this when you need to list available inventory categories or reference category information for organizing inventory items.
Get Inventory Kits
Retrieves all inventory kits from Ascora. Returns a paginated list of kit items that bundle multiple supplies together. Use this when you need to list available inventory kits or access kit details for quoting, job planning, or inventory management.
Get Inventory Supplies
Retrieves all inventory supplies with pricing and stock information from Ascora. Returns a paginated list of supply items. Use this when you need to list available inventory supplies or access supply details including pricing and stock levels.
Get Job
Retrieves details of a specific job by its unique identifier. Returns comprehensive job information including job number, name, status, customer details, dates, and other job-specific data. Use this when you need to fetch detailed information about a particular job in the Ascora system.
Get Jobs
Retrieves a paginated list of jobs from Ascora with optional filtering by job type, status, secondary status, and date range. Returns job details including job number, name, status, customer information, and assignment details. Use this when you need to list, search, or monitor jobs in the Ascora system.
Get Quote Labour Roles
Retrieves labour roles available for use in quotes from Ascora. Use this when you need to list available labour roles with their hourly rates for quotation purposes.
Get Quotes
Retrieves a paginated list of quotes from Ascora with optional filtering by status, date range, or customer. Returns quote details including quote number, customer information, status, creation date, and total amount. Use this when you need to list, search, or monitor quotes in the Ascora system.
Get Quote Standard Sections
Retrieves standard sections that can be used in quotes. Returns a list of pre-configured standard sections that can be included in quotations. This is a read-only operation that requires authentication via API key. Use when you need to list available standard sections for quote generation or to verify what sections exist in the system.
Get Quote Standard Stages
Retrieves standard stages that can be used in quotes for progress tracking. Use this when you need to list available quote stages, display progress tracking options, or reference standard stages for quote management. Returns all configured standard stages in the Ascora system.
Get Supplier
Tool to retrieve details of a specific supplier by ID. Use when you need to fetch supplier information including contact details, address, and business information.
Get Supplier Invoices
Retrieves supplier invoices from Ascora with optional pagination. Returns invoice details including invoice number, supplier name, dates, amounts, and status. Use this when you need to list, search, or monitor supplier invoices in the Ascora system.
Get Suppliers
Retrieves a list of suppliers from the Ascora system. Returns supplier details including name, contact information (email, phone), address details, ABN, and activity status. Use this when you need to list or search for suppliers in the Ascora system.
Search Jobs
Search for jobs by various criteria including job number, customer, or address. Use this when you need to find specific jobs based on identifiers or search terms rather than filtering by status or type.
Upload Attachment
Tool to upload an attachment to an entity (quote, job, customer, etc.) in Ascora. Use when you need to attach files like documents, images, or plans to existing entities in the system.
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