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Ascoracrm

23 available actions

What your AI agent can do in Ascora

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. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

  • Get ContactTool to retrieve details of a specific contact by their unique identifier.
  • Get CustomerTool to retrieve details of a specific customer by their unique identifier.
  • Create or Update ContactTool to create a new contact or update an existing contact for a customer.
  • Create or Update CustomerTool to create a new customer or update an existing customer in Ascora.
  • Delete CustomerTool to delete a specific customer by ID.

Browse all 23 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 16 actionsHide actions
  • Get ContactTool to retrieve details of a specific contact by their unique identifier.
  • Get CustomerTool to retrieve details of a specific customer by their unique identifier.
  • Get CustomersRetrieves all customers from the Ascora system.
  • Get Inventory CategoriesRetrieves all inventory categories used to organize supplies and kits in Ascora.
  • Get Inventory KitsRetrieves all inventory kits from Ascora.
  • Get Inventory SuppliesRetrieves all inventory supplies with pricing and stock information from Ascora.
  • Get JobRetrieves details of a specific job by its unique identifier.
  • Get JobsRetrieves a paginated list of jobs from Ascora with optional filtering by job type, status, secondary status, and date range.
  • Get Quote Labour RolesRetrieves labour roles available for use in quotes from Ascora.
  • Get QuotesRetrieves a paginated list of quotes from Ascora with optional filtering by status, date range, or customer.
  • Get Quote Standard SectionsRetrieves standard sections that can be used in quotes.
  • Get Quote Standard StagesRetrieves standard stages that can be used in quotes for progress tracking.
  • Get SupplierTool to retrieve details of a specific supplier by ID.
  • Get Supplier InvoicesRetrieves supplier invoices from Ascora with optional pagination.
  • Get SuppliersRetrieves a list of suppliers from the Ascora system.
  • Search JobsSearch for jobs by various criteria including job number, customer, or address.
Create & communicateCreate records or send supported messagesView 6 actionsHide actions
  • Create NoteCreates a note on an entity (customer, job, quote, etc.) in Ascora.
  • Create or Update ContactTool to create a new contact or update an existing contact for a customer.
  • Create or Update CustomerTool to create a new customer or update an existing customer in Ascora.
  • Create or Update SupplierTool to create a new supplier or update an existing supplier in Ascora.
  • Create QuotationCreates a new quotation/enquiry in Ascora for a customer.
  • Upload AttachmentTool to upload an attachment to an entity (quote, job, customer, etc.) in Ascora.
Remove & cancelRemove records or cancel supported workView 1 actionHide actions
  • Delete CustomerTool to delete a specific customer by ID.

Connection record

A connection you can control.

Sign-in
Customer-managed key
Setup
Use a key you create and control. It is stored securely and limited to the work agreed for the role.
Boundaries
Only the approved role and actions.
Off switch
Revoke the connection from your account.

FAQ

Before you connect Ascora

How does the agent connect to Ascora?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in Ascora?
The page above lists the 23 actions currently available through the Ascora connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Ascora included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Ascora is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

Ready to put Ascora to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

Book a setup call Browse all connections

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