Salesforce + Scoro
Salesforce + Scoro
Salesforce + Scoro integrations
Create records in Salesforce whenever new people are added in Scoro
Streamline your workflow with this integration that connects Scoro and Salesforce. When a new person is added in Scoro, a corresponding record is created in Salesforce in real-time, updating your CRM effortlessly. This automation not only eliminates the manual task of data entry but also ensures your Salesforce records are always up-to-date with the latest additions in Scoro. Perfect for businesses seeking to optimize data management and improve efficiency.
- When this happens...
New PersonTriggers when a new person is created.TriggerInstant - automatically do this!
Create RecordCreates a new record of a specified Salesforce object.ActionWrite
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More things you can do with Scoro and Salesforce
Discover other triggers and actions you can use with Scoro and Salesforce
New or Updated BillTriggers when a bill is created or modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New or Updated Calendar Event
Triggers when a calendar event is created or modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New or Updated Company
Triggers when a company is created or modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New or Updated Custom Entry
Triggers when a Custom entry is created or modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New or Updated Invoice
Triggers when an invoice is created or modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New or Updated Order
Triggers when an order is created or modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New or Updated Person
Triggers when a person is created or modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New or Updated Project
Triggers when a project is created or modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New or Updated Purchase Order
Triggers when an purchase order is created or modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New or Updated Quote
Triggers when an quote is created or modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New or Updated Task
Triggers when a task is created or modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Create or Update Bill
Creates a new bill or updates an existing one.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create or Update Company
Creates a new company or updates an existing one.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Expense
Creates a new expense.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create or Update Invoice
Creates a new invoice or updates an existing one.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create or Update Person
Creates a new person or updates an existing one if e-mail address of the person match.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - ProjectRequired
- Comment textRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create or Update Purchase Order
Creates a new purchase order or updates an existing one.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - InvoiceRequired
- Receipt account
- Receipt sumRequired
- Receipt date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TaskRequired
- Comment textRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IDRequired
- Completed datetime
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TaskRequired
- Start datetime
- Duration
- Is billable
- Description
- Activity type
- Is completed
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company nameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Invoice numberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Find Person
Find person by full name, email or ID.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Purchase order numberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Custom field nameRequired
- Custom field valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- User EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New ContactTriggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Salesforce ObjectRequired
- Record (Optional)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Disclaimer
- Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- CampaignRequired
- ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CampaignRequired
- LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
- AccountRequired
- Opportunity
- Create new opportunity?
- Converted StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Parent ObjectRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note TitleRequired
- Note ContentRequired
- Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Warning
- Salesforce ObjectRequired
- Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ReportRequired
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SOSL QueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- Record IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- New Bill
Triggers when a new bill is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Calendar Event
Triggers when a new calendar event is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Company
Triggers when a new company is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New or Updated Expense
Triggers when an expense is created or modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Order
Triggers when a new order is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Purchase Order
Triggers when a new purchase order is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Quote
Triggers when a new quote is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Create Calendar Event
Creates a new calendar event.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create or Update Custom Entry
Creates a new custom entry or updates an existing one.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Document IDRequired
- Document TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create or Update Order
Creates a new order or updates an existing one.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - ProjectRequired
- FileRequired
- File name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create or Update Project
Creates a new project or updates an existing one.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create or Update Quote
Creates a new quote or updates an existing one.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - TaskRequired
- FileRequired
- File name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Update Task Under a Project
Updates a specific task under a project.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Bill numberRequired
- Issuer IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Custom moduleRequired
- Custom field nameRequired
- Custom field valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Order numberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Name
- Number
ActionThis is an event a Zap performs.SearchFind existing data in your app- Quote numberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Project IDRequired
- Task nameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Path after /services/apexrest/Required
- HTTP methodRequired
- Query parameters
- Extra headers
- Request body
- Timeout
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Salesforce ObjectRequired
- Description
- Attachment visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create Contact
Creates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - FileRequired
- Title
- Description
- Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note TitleRequired
- Note
- Salesforce ObjectRequired
- Note Visibility
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FlowRequired
- Manual flow input parameters
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ToRequired
- CC
- BCC
- SubjectRequired
- Email FormatRequired
- Sender TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead to UpdateRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Query TypeRequired
- Include Deleted Records
ActionThis is an event a Zap performs.SearchFind existing data in your app- Parent ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- SOQL WHERE clauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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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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