Ascora + monday.com

Update and manage Ascora customers when specific column values change on your monday.com boards

Streamline your customer management process between monday.com and Ascora. With this automation setup, once a specific column value is altered in your monday.com board, it triggers an immediate update or creation of a customer in your Ascora account. This ensures all customer data is consistently updated across your platforms, optimizes your workflow and saves valuable time.

When this happens...
Specific Column Value Changed in Board
Triggers when a specific column's value changes in the selected board.
TriggerInstant
automatically do this!
Create or Update Customer
Creates a new Customer or updates an existing Customer if a Customer ID of an existing Customer is provided.
ActionWrite

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Supported triggers and actions

- Board IDRequired
Trigger
Instant
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- Board IDRequired
- Group Names to trigger on
Trigger
Instant
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- Board IDRequired
Trigger
Instant
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- Board IDRequired
- Column IDRequired
Trigger
Instant
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- Board IDRequired
Trigger
Instant
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- 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
- Subitem IDRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Board IDRequired
- User :Required
Action
Search
- Board IDRequired
- Item IDRequired
- Column
Action
Search
- Board IDRequired
Action
Search
- Board IDRequired
- User :Required
Action
Search
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

- Item Created In Board Copy
- Board IDRequired
Trigger
Instant
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New Board
Triggers when a new board is created.
Trigger
Polling
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- Board IDRequired
- Column IDsRequired
Trigger
Instant
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- Board IDRequired
- Column IDRequired
Trigger
Instant
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New User
Triggers when a new user joins your monday.com account.
Trigger
Polling
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- Board IDRequired
- Group IDRequired
Action
Write
- Board IDRequired
- Item IDRequired
- New Item Name ValueRequired
Action
Write
- Board NameRequired
- Board KindRequired
- Template Id
- Workspace 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
- Board IDRequired
- Item IDRequired
- ColumnRequired
- FileRequired
- File NameRequired
Action
Write
- Board IDRequired
- Column to search inRequired
Action
Search
- Board IDRequired
Action
Search
- Board IDRequired
- Item IDRequired
- ColumnRequired
Action
Search
- Board IDRequired
- Item IDRequired
Action
Search
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

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

Related categories

Project Management

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Related Zap Templates

Create items in monday.com for new customers in Ascora

Ascora + monday.com

Update and manage Ascora customers when specific column values change on your monday.com boards

Any Column Value Changed in Board

Item Moved to Group (Same or Different Board)

New Subitem on Board

Specific Column Value Changed in Board

New Update in Board

Archive Board

Archive Item

Update Item

Create Column

Create Item

Create Update

Delete Item

Update Subitem

API Request (Beta)

Find User by Name

Get Column Values

Get Group Details

Get User Details

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

New Item in Board

New Board

Specific Columns Values Changed in Board

Specific Subitem Column Value Changed in Board

New User

Archive Group

Update Item Name

Create Board

Create Group

Create Subitem

Delete Group

Group Position

Upload File to Specific Column

Get Items by Column Value

Get Board Values

Get File Column Values

Get Subitem Values

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 monday.com

Related categories

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