ceven

Ascora

Syncs your field service jobs, customer records, and quotes into your central operations hub and automates the transition from a signed quote to a scheduled job.

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Why use Ceven?

  1. AI native Ascora integration

    • Describe the outcome and Ceven picks the right Ascora calls, fills the parameters, and checks the result.
    • Structured, agent friendly tool schemas so each call runs reliably instead of by guesswork.
    • Rich coverage for reading, writing, and querying your Ascora data, across all 23 of its actions.

  2. Managed auth

    • Built in OAuth with automatic token refresh and rotation.
    • One place to manage, scope, and revoke Ascora access.
    • Per user and per environment credentials instead of shared keys.

  3. Agent optimized design

    • Actions are tuned from real success and error rates so reliability climbs over time.
    • Full execution logs so you always know what ran in Ascora, when, and on whose behalf.
    • The agent pauses and asks when Ascora is unclear instead of plowing ahead.

  4. Enterprise grade security

    • Fine grained access so you control which agents and people can reach Ascora.
    • Least privilege by default, read scopes first and only the writes a workflow needs.
    • A full audit trail of every Ascora action to support review and sign off.

Supported tools

Every action Ceven's agents can run on Ascora, and when to use it.

Create customer
Use this when a new lead comes in and you need to establish a permanent record in Ascora for billing and scheduling.
Get customers
Pull a list of all customers. Use this to audit your client base or find specific account details for a report.
Search customers
Query customers by name or contact info. Use this to check if a client exists before creating a duplicate record.
Delete customer
Remove a customer record by ID. Use this only after confirming the account has no open invoices or pending jobs.
Create quotation
Submit a new price estimate for a customer. Use this to formalize a bid for a specific service request.
Get jobs
Retrieve a list of service jobs. Use this to filter by date, status, or technician to see current field activity.
Update job status
Change a job from pending to in progress or complete. Use this to trigger downstream billing workflows.
Schedule job
Assign a date and time to a specific service call. Use this to fill gaps in the technician calendar.
Get quotation
Pull the details of a specific quote. Use this to verify pricing before converting the quote to a job.
Update customer
Modify contact details or address for a customer. Use this when a client moves or changes their phone number.
List technicians
Pull a list of available field staff. Use this to determine who is available for an emergency dispatch.
Create invoice
Generate a bill based on a completed job. Use this to ensure the customer is charged immediately after service.

12 actions · scroll to see them all

Frequently asked questions

Ceven implements a sophisticated queuing system to stay within the Ascora API limits. Because Ascora enforces strict request caps per minute to ensure platform stability, the agent batches non urgent updates and staggers read requests. If a workflow triggers a massive data sync, such as pulling three years of job history, Ceven automatically pauses and resumes the process based on the HTTP 429 responses received from the Ascora servers. This ensures your integration never gets blocked and your data remains consistent without crashing your other active automations or slowing down the user interface for your field technicians.
Yes. You can build a workflow where Ceven reads the job location from a new Ascora request and compares it against the home addresses of your technicians. Once the best match is found, the agent uses the schedule job action to assign the work. You can also add logic to check for specific certifications, so an electrical job only goes to a licensed electrician. The agent can then send a notification to the technician via email or SMS with the job details and customer notes already attached from the Ascora record.
Ceven handles multi location setups by filtering the API calls based on the location ID associated with the customer or job. When you set up your workflow, you can instruct the agent to only pull jobs for a specific branch or region. This allows you to create localized automations, such as different invoicing rules for different states or specific technician pools for different cities. The agent maintains the mapping between the location ID in Ascora and your internal reporting categories to ensure your business intelligence remains accurate across all branches.
The agent treats quotes as the primary trigger for the service lifecycle. It can monitor for a status change in Ascora that indicates a quote was accepted. Once that happens, the agent can automatically create the job, order necessary parts from a vendor, and block out the time on the calendar. If a quote expires without a signature, the agent can trigger a follow up sequence, sending a reminder to the customer and notifying the sales rep that the lead is going cold, all without any manual intervention.
Ceven automates the entire billing bridge. Instead of waiting for a technician to manually create an invoice at the end of the week, the agent watches for the job completion event in Ascora. As soon as the status hits complete, the agent pulls the quoted amount and any added materials, generates the invoice in Ascora, and emails it to the customer. It can also sync this invoice to QuickBooks or Xero to ensure your accounting books match your field activity in real time without double entry.
When a record is deleted using the manage action, Ceven can be configured to either cascade that deletion to your other connected tools or to archive the data in a separate warehouse. We recommend the archive path to maintain historical financial records. The agent can trigger a cleanup workflow that checks for any open invoices or pending jobs before allowing the deletion to proceed, preventing the creation of orphaned records in your billing system that would otherwise cause reconciliation errors during your end of month close.
There is no hard limit on the number of jobs, but performance is tied to your Ascora subscription tier. Some lower tiers have more restrictive API access windows which may result in slower sync times for very large datasets. For most service businesses, the latency is imperceptible. If you are managing thousands of jobs per day, we recommend using the search action to pull data in small chunks rather than requesting the full job list, which keeps the integration snappy and avoids triggering security flags on the Ascora side.
Ceven reads the calendar state from Ascora to determine who is free. When a new job needs to be scheduled, the agent pulls the list of technicians and their current assignments for the requested date. It then identifies gaps in the schedule and suggests the best slot. You can build a human in the loop step where the agent presents three possible time slots to a dispatcher for final approval before the agent writes the appointment back to the Ascora calendar and notifies the customer.

Alternatives to Ascora

Other tools that solve a similar problem. Ceven supports these too, so you can switch or run more than one at once.

Jobber logoJobberHousecall Pro logoHousecall ProServiceTitan logoServiceTitan

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