Integrations / CRM
Connect Ascora to WhatsApp: customers and suppliers by chat
Flann is an AI agent your business talks to on WhatsApp. Connect Ascora once, then ask Flann to look things up in it or get work done in it, by text or voice note. Customer records are only as good as their last update. With Ascora connected to Flann, updates happen from WhatsApp, in the moment, by text or voice note, instead of in a guilty catch-up at the end of the week.
23 actions in Ascora. 16 only look things up, and 7 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Ascora
Send any of these on WhatsApp, in your own words. Flann finds the right Ascora action and fills in the details from the conversation.
“Show me my quotes in Ascora.”
“Look up the contact in Ascora.”
“Look up the customer in Ascora.”
“Create a note in Ascora.”
“Delete the customer in Ascora.”
“Create an or update contact in Ascora.”
What Flann can work with in Ascora
Ascora gives Flann 23 actions across 16 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Customers | deletelook up | 3 |
| Suppliers | look up | 2 |
There are three ways to get customers work done in Ascora. Side by side:
| Compare | Ascora on its ownEvery step is yours | A rules toolRuns the steps you wired up | With FlannThe work comes to your chat |
|---|---|---|---|
| How you ask | Open the app and find the right page | Only what was wired up in advance | A WhatsApp message, typed or spoken |
| Finding answers about customers | Filters and searches you run yourself | Only the look-ups someone built | 16 look-ups, answered straight away |
| Making changes | Typed in by hand | Run unchecked once built | 7 changes, made from a message |
| Ascora records | All of them, one screen at a time | Only the ones you wire up | 16 kinds, from one chat |
| Getting connected | Nothing new to set up | Someone builds and maintains each flow | Your Ascora API key, once |
YesPartlyNo
Step by step: Ascora jobs you can hand to Flann
Each step below names the Ascora action Flann actually runs.
Clean up customers you no longer need
- You message Flann on WhatsApp: “Which customers in Ascora are out of date? Remove the ones I confirm.”
- Flann runs
Get Customerin Ascora and shows you what it found. - Flann runs
Delete Customerin Ascora. - Each removal is confirmed in the chat.
Get answers about your contacts
- You message Flann on WhatsApp: “What is the latest on our contacts in Ascora?”
- Flann runs
Get Contactin Ascora and shows you what it found. - Nothing in Ascora is changed: these are look-ups, so they run straight away.
Check your suppliers from WhatsApp
- You message Flann on WhatsApp: “Show me where our suppliers in Ascora stand.”
- Flann runs
Get SupplierandGet Suppliersin Ascora and shows you what it found. - Nothing in Ascora is changed: these are look-ups, so they run straight away.
Repetitive Ascora work Flann takes off your plate
These are the jobs that come back every day or every week. Message Flann instead, and keep the decisions for yourself.
Quotes nobody answered
Today
Quotes go out and some simply go quiet. Without a proper check in Ascora, you only remember them once the customer has bought elsewhere.
With Flann
“Which quotes in Ascora have had no reply for a week? Draft a nudge for each.”
It finds the open quotes in Ascora with no reply and no logged activity since they were sent. For each one, Flann drafts a short note that refers to the actual items quoted, written in the customer’s language.
What you stop doing: Silent quotes stop expiring without a second try.
Renewals and reorders on time
Today
Contracts renew, stock runs out and regular customers are ready to reorder, but the dates are buried in Ascora. You find out when a competitor has already called them.
With Flann
“Who is due to renew or reorder next month according to Ascora?”
Reading the renewal dates, contract ends and purchase patterns in Ascora, Flann gives you a short list of customers coming up, with what they bought last time. It can draft a personal note to each.
What you stop doing: Repeat business no longer depends on you spotting a date.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Ascora
- Search for Ascora in Flann’s Connectors.
- Paste your Ascora API key into the secure form Flann opens. You will find the key in your Ascora account settings.
- Ask Flann for what you need on WhatsApp, by text or voice note. It picks the right Ascora action itself.
Look-ups run as soon as you ask and change nothing in Ascora. You can disconnect Ascora from Connectors at any time.
Ways to use Ascora with Flann
Move deals forward
Tell Flann a deal closed or stalled.
Follow up the leads you forgot
Ask Flann which leads in Ascora have not heard from you in a week. It lists them and drafts the follow-up for each.
Update the CRM by voice
After a call, send Flann a voice note. It turns it into an update for the right contact in Ascora and asks you to confirm.
Everything Flann can do in Ascora
The full list of Ascora actions available to Flann once you connect it.
Looks up 16
- Get Contact
- Get Customer
- Get Customers
- Get Inventory Categories
- Get Inventory Kits
- Get Inventory Supplies
- Get Job
- Get Jobs
- Get Quote Labour Roles
- Get Quote Standard Sections
- Get Quote Standard Stages
- Get Quotes
- Get Supplier
- Get Supplier Invoices
- Get Suppliers
- Search Jobs
Changes 7
- Create Note
- Create or Update Contact
- Create or Update Customer
- Create or Update Supplier
- Create Quotation
- Delete Customer
- Upload Attachment
More CRM apps Flann works with
TwentyCommon questions
What can Flann do with customers in Ascora?
Flann can delete and look up customers in Ascora, using 3 actions (Delete Customer, Get Customer, Get Customers). Looking up runs straight away and changes nothing. The other actions create or change customers in Ascora.
What can Flann do with suppliers in Ascora?
Flann can look up suppliers in Ascora, using 2 actions (Get Supplier, Get Suppliers). All of them only look things up, so they run straight away.
How does Flann connect to Ascora?
Open Connectors in Flann, choose Ascora and paste your Ascora API key into a secure form. You will find the key in your Ascora account settings. Once it is connected, Flann can use 23 actions in Ascora.
Can I use Ascora from WhatsApp?
Yes. You talk to Flann on WhatsApp or in the Flann app, by text or voice note, and Flann works in Ascora for you. You do not need to open Ascora.
Is Ascora included in my Flann plan?
Yes. Every Flann plan includes every app, Ascora included.