
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!
Update a Segment
Create Segment
Unpublish a Flow
Publish a Flow
Update a Group Profile
Update a User Profile
Send an Event
List Flows
List Segments
List Tags
List Jobs
List Pins
List Mobile Experiences
List Launchpads
List Banners
List Checklists
Publish a Checklist
Publish Banners
Unpublish a Checklist
Unpublish Banner
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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.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Scoro and Appcues accounts to viaSocket. Once connected, you can set up a workflow where an event in Scoro triggers actions in Appcues (or vice versa).
Absolutely. You can customize how Scoro data is recorded in Appcues. This includes choosing which data fields go into which fields of Appcues, setting up custom formats, and filtering out unwanted information.
The data sync between Scoro and Appcues 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 Appcues. 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 MoreAppcues is a powerful user onboarding and product adoption platform offering multi-channel messaging and actionable insights. It integrates in-app experiences, emails, and push notifications, customized to your brand, to create tailored, automated journeys that boost engagement. With no-code user tracking and activity-based triggers, Appcues ensures precise, timely communication. Detailed insights and reporting tools help measure message performance, track trends, and optimize engagement through A/B testing, improving key metrics like activation and retention.
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