Connect Apptivo CRM and Scoro
Integrate Apptivo CRM with Scoro to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Apptivo CRM + Scoro flows
Start from a real workflow other teams are already running.
Choose a trigger
Apptivo CRM
When this happens...
- Request a new Trigger for Apptivo CRM
Choose an action
Scoro
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
List Opportunities from Apptivo CRM when Task Created in Scoro
Use this flowList Cases from Apptivo CRM when Task Created in Scoro
Use this flowList Leads from Apptivo CRM when Task Created in Scoro
Use this flowList Customers from Apptivo CRM when Task Created in Scoro
Use this flowList Contacts from Apptivo CRM when Task Created in Scoro
Use this flowSearch Leads by Email ID in Apptivo CRM when Task Created in Scoro
Use this flowCreate Contact in Apptivo when Task Created in Scoro
Use this flowList Opportunities from Apptivo CRM when Task Updated in Scoro
Use this flowList Cases from Apptivo CRM when Task Updated in Scoro
Use this flowList Leads from Apptivo CRM when Task Updated in Scoro
Use this flowSupported Triggers & Actions
Everything you can automate between Apptivo CRM and Scoro.
When this happensTriggers
A trigger is an event that starts a workflow.
Task Created
Trigger when task is created.
Task Updated
Trigger when an existing task is updated.
Task Deleted
Trigger when an existing task deleted.
Calendar Deleted
Trigger when an existing Calendar deleted.
Calendar created
Trigger when a Calender created.
Calendar Updated
Trigger when an existing Calender updated.
Do thisActions
Action is the task that follows automatically within your Apptivo CRM integrations.
List Opportunities
Fetches configuration data for opportunities from the Apptivo API
List Cases
Fetches configuration data for cases from the Apptivo API
List Leads
Fetches configuration data for leads from the Apptivo API
List Customers
Fetches configuration data for customers from the Apptivo API
List Contacts
Return all the contacts configuration data with JSON format
Search Leads by Email ID
This method used to get the number of leads in Apptivo based on the email address.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Apptivo CRM
Apptivo CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses manage their customer interactions, sales processes, and marketing efforts. It offers a suite of tools to help businesses track leads, manage contacts, automate workflows, and gain insights through analytics, all in one integrated platform.
Learn moreSimilar apps
About 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.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Apptivo CRM and Scoro accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Apptivo CRM and Scoro as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Scoro. No coding required.
Yes. You can set up a workflow where Apptivo CRM triggers actions in Scoro, and a separate workflow where Scoro triggers actions in Apptivo CRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Apptivo CRM and Scoro. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Apptivo CRM and Scoro integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
