
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!
Modifying Call
Modifying Event
Modifying Letter
Modifying Task
Modifying Deal
Modifying Price List
Modifying Sales Order
Modifying Account
Modifying Contact
Modifying Lead
Create Task
Create Deal
Create Price List
Create Product
Create Account
Create Contacts
Details of Activity - Call
Details of Activity - Task
Details of Activity - Meeting
Details of Activity - Letter
Details of Activity - Deal
Details of Activity - Price List
Details of Activity - Product
Details of Activity - Project
Details of Activity - Sales Orders
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.

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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.
To start, connect both your Scoro and Raynet CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Scoro triggers actions in Raynet CRM (or vice versa).
Absolutely. You can customize how Scoro data is recorded in Raynet CRM. This includes choosing which data fields go into which fields of Raynet CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Scoro and Raynet CRM 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 Raynet CRM. 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 MoreRaynet CRM is a comprehensive customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and data effectively. It offers a user-friendly interface and a range of features including contact management, sales tracking, and reporting tools to enhance productivity and drive business growth.
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