
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!
List Client Folders
Assign lead
Change Lead's Title
Change Lead's Status
Change Lead's Step
Log an activity to a lead
Add Comment
Create Prospect
Add Tag
Create Lead
Set Amount and Probability
Set Estimated Closing Date
Create Client Folder
Create Category
Add Lead to Client Folder
Create Prospecting List
Assign Prospecting List
Create Comment On Lead
Log an Activity
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 noCRM.io accounts to viaSocket. Once connected, you can set up a workflow where an event in Scoro triggers actions in noCRM.io (or vice versa).
Absolutely. You can customize how Scoro data is recorded in noCRM.io. This includes choosing which data fields go into which fields of noCRM.io, setting up custom formats, and filtering out unwanted information.
The data sync between Scoro and noCRM.io 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 noCRM.io. 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 MorenoCRM.io helps you to track and close deals without wasting time filling out forms. Boost productivity and manage your sales cycle from end-to-end
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