Freshsales Suite + Scoro
Update Scoro companies whenever Freshsales Suite accounts are updated
Stay on top of account changes in the Freshsales Suite with this streamlined workflow that instantly updates your Scoro platform. Enabling this automation ensures data consistency across systems, minimizing manual errors, and enhancing business efficiency. Ideal for those valuing timely and accurate data transfer between Freshsales Suite and Scoro, this workflow proves essential in maintaining organized business data.
Stay on top of account changes in the Freshsales Suite with this streamlined workflow that instantly updates your Scoro platform. Enabling this automation ensures data consistency across systems, minimizing manual errors, and enhancing business efficiency. Ideal for those valuing timely and accurate data transfer between Freshsales Suite and Scoro, this workflow proves essential in maintaining organized business data.
- When this happens...
Account UpdatedTriggers when an account is updated and retrieves 1,000 records in a single polling.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create or Update CompanyCreates a new company or updates an existing one.
ActionWriteCreate a new record or update an existing record in your app.
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TitleRequired
Associated ModuleRequired
Attendees EmailRequired
From DateRequired
To DateRequired
Targetable IdRequired
Location
Description
Time Zone
Outcome
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Associated ModuleRequired
Targetable IdRequired
TitleRequired
Due DateRequired
Owner IdRequired
Outcome IdRequired
Description
Task Type
Collaborators
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Module NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Associated ModuleRequired
Targetable IdRequired
TitleRequired
Owner IdRequired
Start DateRequired
End DateRequired
Sales Activity TypeRequired
Outcome
Location
Collaborators
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Unique Identifer NameRequired
Unique IdentifierRequired
Event NameRequired
Additional Event Properties
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update ByRequired
Enter Account Name /Account IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search ByRequired
Enter Account ID / NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
Enter Contact ID / Email / Phone No/External IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
Enter Contact ID / Email / Phone No/External IDRequired
First Name
Last Name
Work Number
Mobile Number
Emails
Do You Want to Update Lifecycle Stage and Status
Do You Want To Add Contact To List
List Name
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.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 appInvoice numberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Person
Find person by full name, email or ID.
ActionThis is an event a Zap performs.SearchFind existing data in your appPurchase order numberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCustom field nameRequired
Custom field valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appUser EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
Filter NameRequired
Include Contact Details
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSelect ModuleRequired
Unique IdentifierRequired
File NameRequired
File PathRequired
Share with team
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update ByRequired
Enter Email / Contact IDRequired
NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Work Number
Mobile Number
Emails
Do You Want to Update Lifecycle Stage and Status
Do You Want To Add Contact To List
List Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Deal Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Associated moduleRequired
Enter NoteRequired
Targetable IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update ByRequired
Enter Email / Contact ID / Mobile Number / External IDRequired
Do You Want to Update Lifecycle Stage and Status
Choose one of the operation
List Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email ID of the UserRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFind ByRequired
Enter Name / Deal IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
Enter Account ID / NameRequired
Name
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew or Updated Bill
Triggers 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 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 appCustom moduleRequired
Custom field nameRequired
Custom field valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrder numberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appName
Number
ActionThis is an event a Zap performs.SearchFind existing data in your appQuote numberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProject IDRequired
Task nameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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