Insightly + Scoro

Create or update Scoro companies from new Insightly records

Effortlessly keep your CRM and project management platforms up to date with this Insightly to Scoro workflow. Once set up, every time a new record is added in Insightly, a company will be created or updated in Scoro, ensuring your data remains consistent across both platforms. Stay organized and save time with this seamless automation.

When this happens...
New Record
Triggers when a new record is created.
TriggerInstant
automatically do this!
Create or Update Company
Creates a new company or updates an existing one.
ActionWrite

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Supported triggers and actions

What does this mean?

- Insightly ObjectRequired
Trigger
Instant
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- Insightly ObjectRequired
Trigger
Instant
Try It
- Insightly ObjectRequired
Action
Write
- Insightly ObjectRequired
- Search ByRequired
- Search ValueRequired
Action
Search
New Bill
Triggers when a new bill is created.
Trigger
Instant
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New Calendar Event
Triggers when a new calendar event is created.
Trigger
Instant
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New Company
Triggers when a new company is created.
Trigger
Instant
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New or Updated Expense
Triggers when an expense is created or modified.
Trigger
Instant
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New Invoice
Triggers when a new invoice is created.
Trigger
Instant
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New Order
Triggers when a new order is created.
Trigger
Instant
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New Person
Triggers when a new person is created.
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Instant
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New Purchase Order
Triggers when a new purchase order is created.
Trigger
Instant
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New Quote
Triggers when a new quote is created.
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
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Create Calendar Event
Creates a new calendar event.
Action
Write
Create or Update Custom Entry
Creates a new custom entry or updates an existing one.
Action
Write
Create or Update Invoice
Creates a new invoice or updates an existing one.
Action
Write
Create or Update Person
Creates a new person or updates an existing one if e-mail address of the person match.
Action
Write
- ProjectRequired
- Comment textRequired
Action
Write
Create or Update Purchase Order
Creates a new purchase order or updates an existing one.
Action
Write
- InvoiceRequired
- Receipt account
- Receipt sumRequired
- Receipt date
Action
Write
- TaskRequired
- Comment textRequired
Action
Write
- Task IDRequired
- Completed datetime
Action
Write
- TaskRequired
- Start datetime
- Duration
- Is billable
- Description
- Activity type
- Is completed
Action
Write
- Company nameRequired
Action
Search
- Invoice numberRequired
Action
Search
Find Person
Find person by full name, email or ID.
Action
Search
- Purchase order numberRequired
Action
Search
- Custom field nameRequired
- Custom field valueRequired
Action
Search
- User EmailRequired
Action
Search

- Insightly ObjectRequired
Trigger
Instant
Try It
- Insightly ObjectRequired
Trigger
Instant
Try It
- Insightly ObjectRequired
Action
Write
New or Updated Bill
Triggers when a bill is created or modified.
Trigger
Instant
Try It
New or Updated Calendar Event
Triggers when a calendar event is created or modified.
Trigger
Instant
Try It
New or Updated Company
Triggers when a company is created or modified.
Trigger
Instant
Try It
New or Updated Custom Entry
Triggers when a Custom entry is created or modified.
Trigger
Instant
Try It
New or Updated Invoice
Triggers when an invoice is created or modified.
Trigger
Instant
Try It
New or Updated Order
Triggers when an order is created or modified.
Trigger
Instant
Try It
New or Updated Person
Triggers when a person is created or modified.
Trigger
Instant
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New or Updated Project
Triggers when a project is created or modified.
Trigger
Instant
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New or Updated Purchase Order
Triggers when an purchase order is created or modified.
Trigger
Instant
Try It
New or Updated Quote
Triggers when an quote is created or modified.
Trigger
Instant
Try It
New or Updated Task
Triggers when a task is created or modified.
Trigger
Instant
Try It
Create or Update Bill
Creates a new bill or updates an existing one.
Action
Write
Create or Update Company
Creates a new company or updates an existing one.
Action
Write
Create Expense
Creates a new expense.
Action
Write
Create or Update Order
Creates a new order or updates an existing one.
Action
Write
- ProjectRequired
- FileRequired
- File name
Action
Write
Create or Update Project
Creates a new project or updates an existing one.
Action
Write
Create or Update Quote
Creates a new quote or updates an existing one.
Action
Write
- TaskRequired
- FileRequired
- File name
Action
Write
- Task ID
- Task name
- Task description
- Task due datetime
- Planned duration
- Task status
- Task priority
- Is personal event
- Company name
- Person name
- Project name
- Activity type
- Responsible user
- Assignee(s)
- File
Action
Write
Update Task Under a Project
Updates a specific task under a project.
Action
Write
- Bill numberRequired
- Issuer IDRequired
Action
Search
- Custom moduleRequired
- Custom field nameRequired
- Custom field valueRequired
Action
Search
- Order numberRequired
Action
Search
- Name
- Number
Action
Search
- Quote numberRequired
Action
Search
- Project IDRequired
- Task nameRequired
Action
Search

About Insightly

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

Learn more Help

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

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About Scoro

Scoro is a comprehensive work management software – an all-in-one solution to track your time, manage projects and bill for your work

Learn more

Related categories

Project Management

PRODUCTS

CAPABILITIES

By team

Insightly + Scoro

Create or update Scoro companies from new Insightly records

Deleted Record

Updated Field on Record

Insightly ObjectRequired

Create Record

Insightly ObjectRequired

Find Record

Insightly ObjectRequired

Search ByRequired

Search ValueRequired

New Bill

New Calendar Event

New Company

New or Updated Expense

New Invoice

New Order

New Person

New Project

New Purchase Order

New Quote

New Task

Create Calendar Event

Create or Update Custom Entry

Create or Update Invoice

Create or Update Person

Add Comment to a Project

ProjectRequired

Comment textRequired

Create or Update Purchase Order

Create Receipt

InvoiceRequired

Receipt account

Receipt sumRequired

Receipt date

Add Comment to a Task

TaskRequired

Comment textRequired

Mark Task as Done

Task IDRequired

Completed datetime

Create Time Entry on Task

TaskRequired

Start datetime

Duration

Is billable

Description

Activity type

Is completed

Find Company

Company nameRequired

Find Invoice

Invoice numberRequired

Find Person

Find Purchase Order

Purchase order numberRequired

Find Task by Custom Field

Custom field nameRequired

Custom field valueRequired

Find User

User EmailRequired

New Record

Insightly ObjectRequired

Updated Record

Insightly ObjectRequired

Update Record

Insightly ObjectRequired

New or Updated Bill

New or Updated Calendar Event

New or Updated Company

New or Updated Custom Entry

New or Updated Invoice

New or Updated Order

New or Updated Person

New or Updated Project

New or Updated Purchase Order

New or Updated Quote