Connect Agile CRM and Scoro to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
New Deal
New Task
Choose an Action
Automatically do this!
Add Comment to a Project
List all Projects
List all Contacts
List all Calendar Events
List all Tasks
List all Time Entries
List all Invoices
List all Quotes
List all Bills
List all Expenses
List all Purchase Orders
List all Products
List all Bookings
List all Activities
List all Users
List all Client Profiles
List all Time Offs
Find User
Add Comment to a Task
Create Calendar Event
Create Receipt
Find Quote
Find Project
Find Person
Find Invoice
Find Company
Find Task by Custom Field
Create Task
Ready to use Agile CRM and Scoro automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created in agile crm
New Deal
Triggers when a new deal is created
New Task
Triggers when a task is created.
Task Created
Trigger when task is created.
Task Updated
Trigger when an existing task is updated.
Task Deleted
Trigger when an existing task deleted.
Do thisActions
Action is the task that follows automatically within your Agile CRM integrations.
List All Contacts
Retrieves the list of all contacts
List All Companies
Retrieves the list of all companies
List All Events
Retrieves the list of all events
List All Deals
Retrieves the list of all deals
List All Campaigns
Retrieves the list of all campaigns
List All Tracks
Retrieves the list of al tracks
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Frequently Asked Questions
To start, connect both your Agile CRM and Scoro accounts to viaSocket. Once connected, you can set up a workflow where an event in Agile CRM triggers actions in Scoro (or vice versa).
Absolutely. You can customize how Agile CRM data is recorded in Scoro. This includes choosing which data fields go into which fields of Scoro, setting up custom formats, and filtering out unwanted information.
The data sync between Agile CRM and Scoro typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Agile CRM and Scoro. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Agile CRM
Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.
Learn MoreAbout Scoro
Scoro is a software-as-a-service solution[buzzword] for professional and creative services. The all-in-one business management software combines project management with time and team management, sales, billing, and professional services automation.
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