
When this happens...
Task Created
Task Updated
Task Deleted
Calendar Deleted
Calendar created
Calendar Updated
Project created
Project Updated
Person Created
Person Updated
Person Deleted
Companies Created
Company Updated
Companies Deleted
Invoices Created
Invoices Updated
Invoice Deleted
Bill Created
Bill Updated
Bill Deleted
Expense Created
Expense Updated
Expense Deleted
Purchase Orders Created
Purchase Orders Updated
Purchase Orders Deleted
Quote Created
Quote Updated
Quote Deleted

Automatically do this!
Create Task for a Deal
Create Task for an Organization
Create Task for a Person
Update a Deal
Get a Deal
Create Deal for an Organization
Create Deal for a Person
Create or Update a Person
Get Deals for a Person
Get a Person
Delete a Person
Delete an Organization
List all People
List all Organizations
Create or Update an Organization
List all Users
List Product Categories
List Sectors
List Products
List Metrics
List Loss Reasons
List Lead Origins
Lis Deal Statuses
List Deal Stages
Update Product
Create Product
Delete Product
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When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when task is created.
Trigger when an existing task is updated.
Trigger when an existing task deleted.
Trigger when an existing Calendar deleted.
Trigger when a Calender created.
Trigger when an existing Calender updated.
Action is the task that follows automatically within your Scoro integrations.
Adds a comment to a project.
list all the projects
list all the contacts
list all the calendar events.
list all the tasks.
list all the time entries.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.

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To start, connect both your Scoro and Agendor accounts to viaSocket. Once connected, you can set up a workflow where an event in Scoro triggers actions in Agendor (or vice versa).
Absolutely. You can customize how Scoro data is recorded in Agendor. This includes choosing which data fields go into which fields of Agendor, setting up custom formats, and filtering out unwanted information.
The data sync between Scoro and Agendor 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 Scoro and Agendor. 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.
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 MoreCustomer relationship management platform where user can manage organizations, people, task and deals.
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