Connect Pipeline CRM and Scoro
Integrate Pipeline CRM with Scoro to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Comment to a Project in Scoro when New Company in Pipeline
List all Projects from Scoro when New Company in Pipeline
List all Contacts from Scoro when New Company in Pipeline
List all Calendar Events from Scoro Calendar when New Company in Pipeline
List all Tasks from Scoro when New Company in Pipeline
Popular Pipeline CRM + Scoro flows
Start from a real workflow other teams are already running.
Choose a trigger
Pipeline CRM
When this happens...
New Company
New Deal
New Person
Person Updated
Person Deleted
Deal Updated
Deal Deleted
Company Updated
Company Deleted
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
Add Comment to a Project in Scoro when New Company in Pipeline
Use this flowList all Projects from Scoro when New Company in Pipeline
Use this flowList all Contacts from Scoro when New Company in Pipeline
Use this flowList all Calendar Events from Scoro Calendar when New Company in Pipeline
Use this flowList all Tasks from Scoro when New Company in Pipeline
Use this flowList all Time Entries from Scoro when New Company in Pipeline
Use this flowList all Invoices from Scoro when New Company in Pipeline
Use this flowList all Quotes from Scoro when New Company in Pipeline
Use this flowList all Bills from Scoro when New Company in Pipeline
Use this flowList all Expenses from Scoro when New Company in Pipeline
Use this flowSupported Triggers & Actions
Everything you can automate between Pipeline CRM and Scoro.
When this happensTriggers
A trigger is an event that starts a workflow.
New Company
Triggers when a new company is created in your PipelineDeals account.
New Deal
Triggers when a new deal is created in your Pipeline account.
New Person
Triggers when a new person is created in your Pipeline account.
Person Updated
Triggers when an existing person is updated in your PipelineDeals account.
Person Deleted
Triggers when an existing person is deleted in your PipelineDeals account.
Deal Updated
Triggers when an existing deal is updated in your PipelineDeals account.
Do thisActions
Action is the task that follows automatically within your Pipeline CRM integrations.
List Calender Entries
Returns a list of calender entries
List Companies
Returns a list of all companies
List Deals
Returns a list of all deals
List Lead Sources
Returns a list of lead sources
List Lead Statues
Returns a list of lead statues
Search User by Email
Searches for a user by email
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 Pipeline CRM
Pipeline extends your workflows across teams, departments, and companies.
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 Pipeline 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 Pipeline 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 Pipeline CRM triggers actions in Scoro, and a separate workflow where Scoro triggers actions in Pipeline 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 Pipeline CRM and Scoro. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Pipeline 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.
