Ascora
CRM & supportAPI key
Manage enquiries, customers, contacts, quotes, jobs and notes in Ascora field service management.
15 actions
| Action | Effect | Data handled | Scope |
|---|---|---|---|
| ascora_create_enquiryAdds a new enquiry (sales lead) to the Enquiries list, with contact, address, description and custom field values | write | Personal data | |
| ascora_search_customersSearches customers by free text (number, email, phone, names), phone number, type, lead source, assigned user or site/billing type | read | Personal data | |
| ascora_get_customerReturns a customer with addresses, type, lead source and custom fields | read | Personal data | |
| ascora_save_customerCreates a customer, or updates the customer with the given id | write | Personal data | |
| ascora_search_contactsSearches contacts by free text (names, email, phone) or an exact phone number | read | Personal data | |
| ascora_list_customer_contactsLists the contacts of a customer | read | Personal data | |
| ascora_search_quotesSearches quotes by text, status (open by default), job type, assigned user, customer name or created date range | read | Personal data | |
| ascora_get_quoteReturns a quote by its number, with totals, address, job type and customers | read | Personal data | |
| ascora_create_quoteCreates a quote for a site customer, given by id or name; the billing customer and address default from the site | write | Personal data | |
| ascora_update_quote_statusMoves a quote to in progress, sent to customer, lost (with a reason) or won; winning creates the job | write | General | |
| ascora_search_jobsSearches jobs by text, status (open by default), job type, assigned user, customer name or created date range | read | Personal data | |
| ascora_get_jobReturns a job by its full job number, with status, totals, address and customers | read | Personal data | |
| ascora_list_job_timesheetsLists the timesheet entries recorded against a job, with who worked, when and the cost | read | Personal data | |
| ascora_create_jobCreates a job for a site customer, given by id or name; job type, pricing, billing customer and address default when omitted | write | Personal data | |
| ascora_add_noteAdds a note to an enquiry, job, quotation, invoice or customer | write | Personal data |