Scoro

Scoro Help & Support

What Scoro Triggers and Actions are Supported

Supported Triggers#

  • New Project - Triggers when a new project is created.
  • New or Updated Task - Triggers when a task is created or modified.
  • New Person - Triggers when a new person is created.
  • New or Updated Project - Triggers when a project is created or modified.
  • New or Updated Person - Triggers when a person is created or modified.
  • New or Updated Invoice - Triggers when an invoice is created or modified.
  • New Task - Triggers when a new task is created.
  • New Calendar Event - Triggers when a new calendar event is created.
  • New Invoice - Triggers when a new invoice is created.
  • New or Updated Company - Triggers when a company is created or modified.
  • New Company - Triggers when a new company is created.
  • New or Updated Calendar Event - Triggers when a calendar event is created or modified.

Supported Searches#

  • Find Company - Search for a company by name.
  • Find Project - Search for a project by name or project number.
  • Find Invoice - Search for an invoice by invoice number.
  • Find Task by Custom Field - Search for a task by custom field value.

Supported Actions#

  • Create Receipt - Creates a new receipt.
  • Create or Update Invoice - Creates a new invoice or updates an existing one.
  • Create or Update Task - Creates a new task or updates an existing one.
  • Create or Update Company - Creates a new company or updates an existing one.
  • Create Calendar Event - Creates a new calendar event.
  • Create or Update Project - Creates a new project or updates an existing one.
  • Create or Update Person - Creates a new person or updates an existing one if the full name and e-mail address/phone No. of the person match.
  • Update Task Under a Project - Updates a specific task under a project.

How to Get Started with Scoro on Zapier

To get started with Scoro on Zapier, first you will need to click to connect your Scoro account to use with your Zap

Click to connect Scoro

Next, you'll be asked to enter your Scoro User Token, Site URL and Company Account Code.

Scoro API Key

To locate your these in your Scoro account, please follow these steps:

  1. Log into your Scoro account.
  2. Select "Settings" and click on the "Go to Settings Panel" button.
  3. Choose "Integrations" from settings list.
  4. Select Zapier.
  5. Copy the User token to your clipboard.

Paste these back into your Zapier account and then “Continue”.

If all steps were successful your Scoro account will now be successfully connected.

Scoro connection successful

Common Problems with Scoro on Zapier

We don't have any common problems documented yet, but feel free to contact us so we can help you personally!

Need More Help? - Our support team is happy to help -- send us a message

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

Getting Started with Zapier