Ascora + Quotient

Create or update Ascora quotes when new Quotient quotes are accepted

Simplify the estimation process between Quotient and Ascora with this optimized workflow. Whenever a quote is approved in Quotient, it instantly creates or updates the same quote in Ascora. This is a perfect solution to ensure rapid client responses, bridge any communication gaps, and make the entire quote management process efficient and hassle-free.

When this happens...
Quote Accepted
Triggers when a Quote is Accepted.
TriggerInstant
automatically do this!
Create or Update Quote
Creates a new Quote or updates an Existing Quote
ActionWrite

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Supported triggers and actions

Quote Accepted
Triggers when a Quote is Accepted.
Trigger
Instant
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Quote Declined
Triggers when a Quote is Declined.
Trigger
Instant
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Quote Sent
Triggers when a New Quote is first Sent.
Trigger
Instant
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- EmailRequired
- First NameRequired
- Last Name
- Company
- Phone
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
Action
Write
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 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

Quote Completed
Triggers when a Quote is Completed.
Trigger
Instant
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Customer Asked Question
Triggers when a Customer asks a New Question.
Trigger
Instant
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Customer Viewed Quote
Triggers every time a Customer views a Quote. Note: Concurrent views within a 6 hour period will fire a trigger on the first-view only.
Trigger
Instant
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- SubjectRequired
- MessageRequired
- EmailRequired
- First NameRequired
- Last Name
- Company
- Phone
- Notes
- Potential Value ($)
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
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
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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
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

About Ascora

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

Related categories

App Builder

About Quotient

Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ultimately accept your offer.

Learn more

Related categories

Proposal & Invoice Management

Ascora + Quotient

Create or update Ascora quotes when new Quotient quotes are accepted

Supported triggers and actions

Quote Accepted

Quote Declined

Quote Sent

Create Contact

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

Quote Completed

Customer Asked Question

Customer Viewed Quote

Create Lead

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

About Ascora

Related categories

About Quotient

Related categories