
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!
Add Deal Note
Add Project Note
Archive Project
Change Activity Responsible
Create Product
Create Contact
Create Activity
Search User
Search Activity
Add Company Note
Add Contact Note
Change Project Step
Unarchive Project
Lost Deal
Won Deal
Change Deal Responsible
Change Project Responsible
Search Project
Search Deal
Search Product
Search Contact
Search Company
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 Moskit accounts to viaSocket. Once connected, you can set up a workflow where an event in Scoro triggers actions in Moskit (or vice versa).
Absolutely. You can customize how Scoro data is recorded in Moskit. This includes choosing which data fields go into which fields of Moskit, setting up custom formats, and filtering out unwanted information.
The data sync between Scoro and Moskit 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 Moskit. 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 MoreMoskit is a powerful CRM platform designed to streamline and enhance customer relationship management processes. It offers a suite of tools to help businesses manage their sales pipeline, track customer interactions, and improve overall sales efficiency. With Moskit, teams can collaborate effectively, automate routine tasks, and gain valuable insights into customer behavior, ultimately driving better sales outcomes.
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