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Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

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Test

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Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New or Updated Bill" from Scoro.

Add your action

An action happens after the trigger—such as "Create Client" in WorkflowMax.

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Zapier seamlessly connects Scoro and WorkflowMax, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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
- Job Reference
Trigger
Polling
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- Job Reference
Trigger
Polling
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Job Updated
Triggers when a job is updated.
Trigger
Polling
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New Client Created
Triggers when a new client is created.
Trigger
Polling
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New Custom Field Created
Triggers when a new custom field is added.
Trigger
Polling
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New Job Created
Triggers when a new job is created.
Trigger
Polling
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New Lead
Triggers when a new lead is created.
Trigger
Polling
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New Purchase Order Created
Triggers when a new purchase order is created.
Trigger
Polling
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New Supplier Created
Triggers when a new supplier is created.
Trigger
Polling
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New Timesheet Created
Triggers when a new timesheet is created.
Trigger
Polling
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New Quote Accepted
Triggers when a quote is accepted.
Trigger
Polling
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- Name
  Required
- First Name
- Last Name
- Other Name
- Client Manager Reference
- Job Manager Reference
- Business Structure Reference
- Client Type Reference
- Favorite
- Email
- Phone
- Fax
- Website
- Referral Source
- Type
- Default
- Address
- City
- State
- Postal Code
- Country
- TFN
- ABN/WPN
- Branch/CAC/ICA #
- ACN
- Vat Number
- Company Number
- Ird Number
- NZBN
- Tax Number
- Year End Date
- Balance Date
- Zero Rated Tax Reference
- Billing Client Reference
- Task Reference
- Billable Rate
- Markup
- Custom Payment Day
- Custom Payment Term
- Client Group Reference
- Contact Reference
- Position
- Primary
- Included In Email
- Related Client Reference
- Type
- Start Date
- End Date
- Number of Shares
- Percentage
Action
Write
- Client Reference
  Required
- Job Name
  Required
- Job Status
  Required
- Start Date
  Required
- Due Date
  Required
- Priority
  Required
- Job Number
- Contact Reference
- Job Manager
- Client Manager
- Job Category
- Budget
- Description
- Exclude from Estimated Billings
- Staff Assigned
- Job Template
Action
Write
- Job Reference
  Required
- Task Reference
  Required
- Estimated Minutes
- Phase Reference
- Task Label
- Description
- Billable
- Start Date
- End Date
- Staff Reference
- Allocated Time
Action
Write
- Job Reference
  Required
- Supplier Reference
  Required
- Status
  Required
- Description
- Delivery Address
- Job Cost Identifier
- Cost Identifier
- Cost Name
- Type
- Note
- Quantity
- Unit Cost
- Cost Code
- Tax1 Identifier
- Tax2 Identifier
Action
Write
- Job Reference
  Required
- Job Task Reference
  Required
- Staff Reference
  Required
- Date
  Required
- Minutes
- Start Time
- End Time
- Note
- Billable
Action
Write
- Name
  Required
Action
Search
- Job Reference
  Required
- Fields to Include
  Required
Action
Search
- Staff Reference
  Required
Action
Search
- Client Reference
  Required
Action
Search
- Job Status Reference
  Required
Action
Search

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
- 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
Job Category Created
Triggers when a job category is created in job settings.
Trigger
Polling
Try It
- Job Reference
Trigger
Polling
Try It
- Job Reference
Trigger
Polling
Try It
- Job Reference
  Required
Trigger
Polling
Try It
New Cost Created
Triggers when a new cost is created in organisation settings.
Trigger
Polling
Try It
New Invoice Created
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Job Status
Triggers when a new job status is created in organisation settings.
Trigger
Polling
Try It
New PO Stock Receipt Created
Triggers when a new purchase order stock receipt is created.
Trigger
Polling
Try It
New Quote Issued
Triggers when a quote is issued.
Trigger
Polling
Try It
New Task Created
Triggers when a new task is created in organisation settings.
Trigger
Polling
Try It
New PO Bill Created
Triggers when a new purchase order bill is created.
Trigger
Polling
Try It
- Quote Status
  Required
Trigger
Polling
Try It
- Cost Name
  Required
- Unit Cost
  Required
- Unit Price
  Required
- Cost Type
  Required
- Billable
  Required
- Supplier Reference
- Cost Code
- Cost Note
- Sales Tax Reference 1
- Sales Tax Reference 2
- Purchase Tax Reference 1
- Purchase Tax Reference 2
- Income Account Reference
- Cost of Sale Account Reference
Action
Write
- Job Reference
  Required
- Date
  Required
- Cost Reference
- Cost Name
- Unit Cost
- Unit Price
- Quantity
  Required
- Actual
  Required
- Phase Reference
- Supplier Reference
- Cost Code
- Type
- Billable
- Note
Action
Write
- Client Reference
  Required
- Contact Reference
- Name
  Required
- Estimated Value
  Required
- Lead Template Reference
- Lead Date
  Required
- Details
- Lead Category Reference
- Lead Owner Reference
- Estimated Job Start Date
- Estimated Duration (weeks)
Action
Write
- Task Name
  Required
- Base Rate
  Required
- Billable Rate
  Required
- Description
- Tax Reference 1
- Tax Reference 2
- Export Code
- Income Account Reference
Action
Write
- Account Code
  Required
Action
Search
- Name
  Required
Action
Search
- Job Reference
  Required
Action
Search
- Tax Name
  Required
Action
Search
- Job Reference
  Required
- Job Data to Include
Action
Search

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Make work flow with AI

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Learn about AI automation

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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Related categories

Project Management

About WorkflowMax

WorkflowMax is a powerful cloud-based project management software designed to help businesses streamline their operations and increase productivity.

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