Ascora + monday.com

Create items in monday.com for new customers in Ascora

Easily manage your customer workflow between Ascora and monday.com with this seamless automation. Each time a new customer is added in Ascora, an item is instantly created in your monday.com space. This eliminates manual data entry, allowing you to focus on building stronger relationships with your customers.

When this happens...
New Customer
Triggers when a new Customer is created.
TriggerInstant
automatically do this!
Create Item
Create a new Item in a board
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
- Board IDRequired
Trigger
Instant
Try It
New Board
Triggers when a new board is created.
Trigger
Scheduled
Try It
- Board IDRequired
- Column IDRequired
Trigger
Instant
Try It
New User
Triggers when a new user joins your monday.com account.
Trigger
Scheduled
Try It
- Board IDRequired
- Group IDRequired
Action
Write
- Board IDRequired
- Item IDRequired
- New Item Name ValueRequired
Action
Write
- Board NameRequired
- Board KindRequired
- Template Id
Action
Write
- Board IDRequired
- Group NameRequired
Action
Write
- Board IDRequired
- Item NameRequired
- Subitem NameRequired
Action
Write
- Board IDRequired
- Group IDRequired
Action
Write
- Board IDRequired
- Group IDRequired
- New Group Title
- Should add group to top?
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Board IDRequired
Action
Search
- Board IDRequired
- Item IDRequired
- ColumnRequired
Action
Search
- Board IDRequired
- Item IDRequired
Action
Search

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
- Board IDRequired
Trigger
Instant
Try It
- Board IDRequired
- Column IDsRequired
Trigger
Instant
Try It
- Board IDRequired
Trigger
Instant
Try It
- Board IDRequired
Action
Write
- Item IDRequired
Action
Write
- Board IDRequired
- Item IDRequired
- Override empty fields
Action
Write
- Board IDRequired
- Column TitleRequired
- Column TypeRequired
Action
Write
- Board IDRequired
- Group ID
- Item NameRequired
- Subitem Name
Action
Write
- Item IDRequired
- BodyRequired
Action
Write
- Item IDRequired
Action
Write
- Board IDRequired
- Item IDRequired
- ColumnRequired
- FileRequired
- File NameRequired
Action
Write
- Board IDRequired
- Column to search inRequired
Action
Search
- Board IDRequired
- Item IDRequired
- Column
Action
Search
- Board IDRequired
Action
Search
- Board IDRequired
- User :Required
Action
Search

About Ascora

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

Related categories

App Builder

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

Learn more Help

Related categories

Project Management

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Ascora + monday.com

Create items in monday.com for new customers 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

Any Column Value Changed in Board

Board IDRequired

New Board

Specific Column Value Changed in Board

Board IDRequired

Column IDRequired

New User

Archive Group

Board IDRequired

Group IDRequired

Update Item Name

Board IDRequired

Item IDRequired

New Item Name ValueRequired

Create Board