Ascora integration

Create Note

Creates a note on an entity (customer, job, quote, etc.) in Ascora. Use this when you need to add comments, updates, or documentation to any entity in the system. Requires a valid entity ID from the Ascora system.

Create or Update Contact

Tool to create a new contact or update an existing contact for a customer. Use when you need to add or modify contact information for a specific customer in Ascora. Requires a valid customer ID and accepts optional contact details like name, email, phone numbers, and default contact flag.

Create or Update Customer

Tool to create a new customer or update an existing customer in Ascora. Use when you need to add a new customer with company name and optional contact details, address information (street and postal), and communication preferences. If the customer already exists, their details will be updated.

Create or Update Supplier

Tool to create a new supplier or update an existing supplier in Ascora. Use when you need to add a new supplier with contact and address details, or modify an existing supplier's information by providing the supplierId.

Create Quotation

Creates a new quotation/enquiry in Ascora for a customer. Use this tool when you need to submit a quote request with customer details (name, email, contact info), optional address information, work description, and custom fields. Returns a unique entity ID for the created enquiry that can be used t…

Delete Customer

Tool to delete a specific customer by ID. Use when you need to remove a customer after confirming its existence.

Get Contact

Tool to retrieve details of a specific contact by their unique identifier. Use when you need to fetch information about a contact including their name, contact details, address, and customer association.

Get Customer

Tool to retrieve details of a specific customer by their unique identifier. Use when you need to fetch information about a single customer including contact details, addresses, and status.

Get Customers

Retrieves all customers from the Ascora system. Returns a list of customer records including contact information (name, email, phone) and address details (street, city, state, postcode, country). This is a read-only operation that requires authentication via API key. Useful for syncing customer dat…

Get Inventory Categories

Retrieves all inventory categories used to organize supplies and kits in Ascora. Returns a paginated list of categories with their IDs, names, and numeric identifiers. Use this when you need to list available inventory categories or reference category information for organizing inventory items.

Get Inventory Kits

Retrieves all inventory kits from Ascora. Returns a paginated list of kit items that bundle multiple supplies together. Use this when you need to list available inventory kits or access kit details for quoting, job planning, or inventory management.

Get Inventory Supplies

Retrieves all inventory supplies with pricing and stock information from Ascora. Returns a paginated list of supply items. Use this when you need to list available inventory supplies or access supply details including pricing and stock levels.