Ascora + Sophiie

Ascora + Sophiie integrations

Create new Ascora enquiries from newly created inquiries in Sophiie

When a new inquiry is created in Sophiie, this workflow streamlines your process by instantly creating a corresponding enquiry in Ascora. This not only saves time but also ensures no potential customer is overlooked in your sales process. Enhance your business efficiency by letting this flow manage your customer inquiries seamlessly.

When this happens...
New Inquiry CreatedTriggers when a new inquiry is created.
TriggerInstant
automatically do this!
Create EnquiryCreates an Enquiry
ActionWrite

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More things you can do with Sophiie and Ascora

Discover other triggers and actions you can use with Sophiie and Ascora

Appointment Status Changed
Triggers when the status of an appointment has been changed.
Trigger
Instant
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New Appointment Created
Triggers when a new appointment is created.
Trigger
Instant
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New Lead Created
Triggers when a new lead is created.
Trigger
Instant
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Enquiry Modified
Triggers when an existing Enquiry is modified.
Trigger
Instant
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Job Status Updated
Triggers when a Job Status has changed.
Trigger
Instant
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New Enquiry
Triggers when a new Enquiry is created.
Trigger
Instant
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New Quote
Triggers when a new Quote is created.
Trigger
Instant
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Quote Status Changed
Triggers when the Status of a Quotation is changed.
Trigger
Instant
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- 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

Lead Status Changed
Triggers when the status of a lead has been changed.
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Instant
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New Inquiry Created
Triggers when a new inquiry is created.
Trigger
Instant
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Customer Modified
Triggers when an existing Customer is modified.
Trigger
Instant
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Job Modified
Triggers when an existing Job is modified.
Trigger
Instant
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New Customer
Triggers when a new Customer is created.
Trigger
Instant
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New Job
Triggers when a new job is created.
Trigger
Instant
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Quote Modified
Triggers when an existing Quote is modified.
Trigger
Instant
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- Company Name
- First Name
- Last Name
- Email
- Mobile
- Phone
- Address Line 1
- Address Line 2
- Address Suburb
- Address State
- Address Postcode
- Address Country
- Enquiry Description
  Required
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 ID
  Required
- First Name
- Last Name
- Email Address
- Phone Number
- Mobile Number
- Default Contact
- Fax Number
- Contact Role
Action
Write
- Quote Number
  Required
- Quote Status
  Required
- Reason for Loss
Action
Write
- Filter Text
Action
Search

About Ascora

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

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Related categories

App Builder

About Sophiie

Sophiie is a virtual receptionist that automates call handling, captures leads, books jobs, and updates your CRM—no code required.

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Related categories

CRM (Customer Relationship Management)