PandaDoc + Scoro

PandaDoc + Scoro integrations

Manage new or updated Scoro persons by creating or updating PandaDoc contacts

Streamline your contact management process with this seamless automation. When a new or updated person is recorded in Scoro, this automation promptly mirrors these changes into PandaDoc. This results in an efficiently maintained contact list, eradicating the need for repetitive manual labor. Experience improved workflow and productivity with this versatile integration.

When this happens...
New or Updated PersonTriggers when a person is created or modified.
TriggerInstant
automatically do this!
Create or Update ContactCreate a new contact or update an existing one.
ActionWrite

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More things you can do with Scoro and PandaDoc

Discover other triggers and actions you can use with Scoro and PandaDoc

New or Updated Bill
Triggers when a bill is created or modified.
Trigger
Instant
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New or Updated Calendar Event
Triggers when a calendar event is created or modified.
Trigger
Instant
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New or Updated Company
Triggers when a company is created or modified.
Trigger
Instant
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New or Updated Custom Entry
Triggers when a Custom entry is created or modified.
Trigger
Instant
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New or Updated Invoice
Triggers when an invoice is created or modified.
Trigger
Instant
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New or Updated Order
Triggers when an order is created or modified.
Trigger
Instant
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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
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New or Updated Quote
Triggers when an quote is created or modified.
Trigger
Instant
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New or Updated Task
Triggers when a task is created or modified.
Trigger
Instant
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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 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
- Project
  Required
- Comment text
  Required
Action
Write
Create or Update Purchase Order
Creates a new purchase order or updates an existing one.
Action
Write
- Invoice
  Required
- Receipt account
- Receipt sum
  Required
- Receipt date
Action
Write
- Task
  Required
- Comment text
  Required
Action
Write
- Task ID
  Required
- Completed datetime
Action
Write
- Task
  Required
- Start datetime
- Duration
- Is billable
- Description
- Activity type
- Is completed
Action
Write
- Company name
  Required
Action
Search
- Invoice number
  Required
Action
Search
Find Person
Find person by full name, email or ID.
Action
Search
- Purchase order number
  Required
Action
Search
- Custom field name
  Required
- Custom field value
  Required
Action
Search
- User Email
  Required
Action
Search
- Source
- Document Status
Trigger
Instant
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- Source
Trigger
Instant
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- warning
- Email
  Required
- First name
- Last name
- Company
- Phone
- Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- Email
  Required
- First name
- Last name
- Company
- Phone
- Job Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- Name
- Status
- Template
- Form
Action
Search
- Document ID
  Required
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
Try It
New Order
Triggers when a new order is created.
Trigger
Instant
Try It
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
Try It
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
Try It
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
- Document ID
  Required
- Document Type
  Required
Action
Write
Create or Update Order
Creates a new order or updates an existing one.
Action
Write
- Project
  Required
- File
  Required
- 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
- Task
  Required
- File
  Required
- File name
Action
Write
- Task ID
- Task name
- Task description
- Task start datetime
- 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 number
  Required
- Issuer ID
  Required
Action
Search
- Custom module
  Required
- Custom field name
  Required
- Custom field value
  Required
Action
Search
- Order number
  Required
Action
Search
- Name
- Number
Action
Search
- Quote number
  Required
Action
Search
- Project ID
  Required
- Task name
  Required
Action
Search
- Source
Trigger
Instant
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- Source
Trigger
Instant
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- Document ID
  Required
- Attachment Name
  Required
- Attachment
  Required
Action
Write
- Document Name
  Required
- Template
  Required
- Send Document
  Required
- Message
- Pricing Table Currency
- Name
- Description
- Price
- Quantity
- Discount
- Document Metadata
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Document ID
  Required
Action
Search

About PandaDoc

PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.

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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

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