Scoro + Filter by Zapier

Create follow-up tasks for new quotes in Scoro

Easily automate CRM processes in Scoro by creating a follow-up task for each new quote that is sent out. This way, you can ensure any opportunities will not slip through the cracks and will be followed up on in a timely manner.

When this happens...
New or Updated Quote
Triggers when an quote is created or modified.
TriggerInstant
automatically do this...
Only continue if...
Set up rules to specify when this Zap can continue running.
ActionFilter
then do this!
Create or Update Task
Creates a new task or updates an existing one.
ActionWrite

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Supported triggers and actions

What does this mean?

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
Try It

New or Updated Project
Triggers when a project is created or modified.
Trigger
Instant
Try It
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
- Only continue if...Required
Action
Filter

New Bill
Triggers when a new bill is created.
Trigger
Instant
Try It
New Calendar Event
Triggers when a new calendar event is created.
Trigger
Instant
Try It
New Company
Triggers when a new company is created.
Trigger
Instant
Try It
New or Updated Expense
Triggers when an expense is created or modified.
Trigger
Instant
Try It
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
Try It
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
Try It
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
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

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

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

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Scoro + Filter by Zapier

Create follow-up tasks for new quotes in Scoro

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

New or Updated Task

Create or Update Bill

Create or Update Company

Create Expense

Create or Update Order

Attach File to a Project

FileRequired

File name

Create or Update Project

Create or Update Quote

Attach File to a Task

TaskRequired

FileRequired

File name

Create or Update Task

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

Update Task Under a Project

Find Bill

Bill numberRequired

Issuer IDRequired

Find Custom Entry by Custom Field

Custom moduleRequired

Custom field nameRequired

Custom field valueRequired

Find Order

Order numberRequired

Find Project

Name

Number

Find Quote

Quote numberRequired

Find Task by Name

Project IDRequired

Task nameRequired

Only continue if...

Only continue if...Required

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