Ascora + Sophiie

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 Created
Triggers when a new inquiry is created.
TriggerInstant
automatically do this!
Create Enquiry
Creates an Enquiry
ActionWrite

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Supported triggers and actions

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
Try It

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.
Trigger
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
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

About Ascora

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

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.

Related categories

CRM (Customer Relationship Management)

Ascora + Sophiie

Create new Ascora enquiries from newly created inquiries in Sophiie

Supported triggers and actions

Appointment Status Changed

New Appointment Created

New Lead Created

Enquiry Modified

Job Status Updated

New Enquiry

New Quote

Quote Status Changed

Create or Update Job

Create or Update Supplier

Create or Update Customer

Find Job

Search Customers

Lead Status Changed

New Inquiry Created

Customer Modified

Job Modified

New Customer

New Job

Quote Modified

Create Enquiry

Create or Update Quote

Create or Update Customer Contact

Update Quote Status

Find Quote

About Ascora

Related categories

About Sophiie

Related categories