Ascora + LeadConnector

Create and manage LeadConnector opportunities when a new quote is added in Ascora

Whenever a new quote is created in Ascora, let this workflow take over. It will instantly update or add an opportunity in LeadConnector, ensuring you never miss a chance to clinch a deal. Instead of manually transferring data between the two platforms, let this smooth integration enhance your lead management process and maximize your productivity.

When this happens...
New Quote
Triggers when a new Quote is created.
TriggerInstant
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

What does this mean?

Customer Modified
Triggers when an existing Customer is modified.
Trigger
Instant
Try It
Job Modified
Triggers when an existing Job is modified.
Trigger
Instant
Try It
New Customer
Triggers when a new Customer is created.
Trigger
Instant
Try It
New Job
Triggers when a new job is created.
Trigger
Instant
Try It
Quote Modified
Triggers when an existing Quote is modified.
Trigger
Instant
Try It

- Company Name
- First Name
- Last Name
- Email
- Mobile
- Phone
- Address Line 1
- Address Line 2
- Address Suburb
- Address State
- Address Postcode
- Address Country
- Enquiry DescriptionRequired
Action
Write
- Quote ID
- Quote Number
- Quote Name
- Quote Description
- Quotation Date
- Valid To Date
- Total Inc Tax
- Total Ex Tax
- Pricing Method
- Purchase Order Number
- Client Order Number
- Address Line 1
- Address Line 2
- Suburb
- State
- Postcode
- Country
- Job Type
- Site Customer Name
- Billing Customer Name
- Site Contact Name
- Billing Contact Name
Action
Write

- Contact ID
- Customer IDRequired
- First Name
- Last Name
- Email Address
- Phone Number
- Mobile Number
- Default Contact
- Fax Number
- Contact Role
Action
Write
- Quote NumberRequired
- Quote StatusRequired
- Reason for Loss
Action
Write
- Filter Text
Action
Search
- In PipelineRequired
- Moved to Stage
Trigger
Instant
Try It
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

Enquiry Modified
Triggers when an existing Enquiry is modified.
Trigger
Instant
Try It
Job Status Updated
Triggers when a Job Status has changed.
Trigger
Instant
Try It
New Enquiry
Triggers when a new Enquiry is created.
Trigger
Instant
Try It
New Quote
Triggers when a new Quote is created.
Trigger
Instant
Try It
Quote Status Changed
Triggers when the Status of a Quotation is changed.
Trigger
Instant
Try It
- Job ID
- Job Number
- Job Name
- Job Description
- Work Undertaken
- Job Status
- Date Created
- Pricing Method
- Total Inc Tax
- Total Ex Tax
- Purchase Order Number
- Client Order Number
- Address Line 1
- Address Line 2
- Suburb
- State
- Postcode
- Country
- Latitude
- Longitude
- Job Type
- Site Customer Name
- Site Contact Name
- Billing Customer Name
- Billing Contact Name
- Completed Date
Action
Write
- Supplier ID
- Supplier Number
- Name
- Business Number
- Contact First Name
- Contact Last Name
- Notes
- Phone
- Fax
- Mobile
- Email Address
- Expense Account
- Street Line 1
- Street Line 2
- Street Suburb
- Street State
- Street Postcode
- Postal Line 1
- Postal Line 2
- Postal Suburb
- Postal Postcode
- Postal State
Action
Write
- Customer ID
- Customer Number
- Company Name
- Contact First Name
- Contact Last Name
- Email Address
- Phone Number
- Mobile Number
- On Hold
- Street Line 1
- Street Line 2
- Street Suburb
- Street State
- Street Postcode
- Street Country
- Street Longitude
- Street Latitude
- Postal Line 1
- Postal Line 2
- Postal Suburb
- Postal Postcode
- Postal State
- Postal Country
- Customer Type
- Lead Source
- Billing Customer
- Assigned User
Action
Write
- Filter Text
Action
Search
- Customer Type
- Lead Source
- Assigned User
- Site or Billing Type
- Filter Text
- Page Size
- Page Number
Action
Search
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
Action
Write
- CampaignRequired
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write
- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write

About Ascora

Ascora is a complete Job Mangement System for trades and services-based businesses

Related categories

App Builder

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

Learn more Help

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Ascora + LeadConnector

Create and manage LeadConnector opportunities when a new quote is added in Ascora

Customer Modified

Job Modified

New Customer

New Job

Quote Modified

Create Enquiry

Company Name

First Name

Last Name

Email

Mobile

Phone

Address Line 1

Address Line 2

Address Suburb

Address State

Address Postcode

Address Country

Create or Update Quote

Quote ID

Quote Number

Quote Name

Quote Description

Quotation Date

Valid To Date

Total Inc Tax

Total Ex Tax

Pricing Method

Purchase Order Number

Client Order Number

Address Line 1

Address Line 2

Suburb

State

Postcode

Country

Job Type

Site Customer Name

Billing Customer Name

Site Contact Name

Billing Contact Name

Create or Update Customer Contact

Contact ID

Customer IDRequired

First Name

Last Name

Email Address

Phone Number

Mobile Number

Default Contact

Fax Number

Contact Role

Update Quote Status

Quote NumberRequired

Quote StatusRequired

Reason for Loss

Find Quote

Filter Text

Pipeline Stage Changed

In PipelineRequired

Moved to Stage

Add/Update Opportunity

First Name

Last Name

Full Name

Phone Number

Email

Address

City

State

Country

Postal Code

Tags (comma delimited string for multiple tags)

Source

Mark as LeadRequired