Scoro and Salesflare

How to connect Scoro

When new or Updated Company in Scoro, find or create account in Salesflare.
When new Company in Scoro, find or create account in Salesflare.
When new or Updated Invoice in Scoro, create opportunity, then find or create contact in Salesflare.
When new Invoice in Scoro, create opportunity, then find or create contact in Salesflare.
When new or Updated Order in Scoro, create opportunity, then find or create contact in Salesflare.
When new Order in Scoro, create opportunity, then find or create contact in Salesflare.

Scoro is a comprehensive work management software – an all-in-one solution to track your time, manage projects and bill for your work

Start a workflow when this happens

Show 17 more triggers

New Person — Triggers when a new person is created.
New Project — Triggers when a new project is created.
New Purchase Order — Triggers when a new purchase order is created.
New Quote — Triggers when a new quote is created.
New Task — Triggers when a new task is created.
New or Updated Bill — Triggers when a bill is created or modified.
New or Updated Calendar Event — Triggers when a calendar event is created or modified.
New or Updated Company — Triggers when a company is created or modified.
New or Updated Custom Entry — Triggers when a Custom entry is created or modified.
New or Updated Expense — Triggers when an expense is created or modified.
New or Updated Invoice — Triggers when an invoice is created or modified.
New or Updated Order — Triggers when an order is created or modified.
New or Updated Person — Triggers when a person is created or modified.
New or Updated Project — Triggers when a project is created or modified.
New or Updated Purchase Order — Triggers when an purchase order is created or modified.
New or Updated Quote — Triggers when an quote is created or modified.
New or Updated Task — Triggers when a task is created or modified.

Things Salesflare can make it do

Show 16 more actions

Create Expense — Creates a new expense.
Create Receipt — Creates a new receipt.
Create Time Entry on Task — Creates a time entry on an existing task.
Create or Update Bill — Creates a new bill or updates an existing one.
Create or Update Company — Creates a new company or updates an existing one.
Create or Update Custom Entry — Creates a new custom entry or updates an existing one.
Create or Update Invoice — Creates a new invoice or updates an existing one.
Create or Update Order — Creates a new order or updates an existing one.
Create or Update Person — Creates a new person or updates an existing one if e-mail address of the person match.
Create or Update Project — Creates a new project or updates an existing one.
Create or Update Purchase Order — Creates a new purchase order or updates an existing one.
Create or Update Quote — Creates a new quote or updates an existing one.
Create or Update Task — Creates a new task or updates an existing one.
Generate PDF File Link — Generates a PDF file link for a finance document (Invoice, Quote, Order, or Purchase Order). The link is available for 30 days.
Mark Task as Done — Marks an existing task as done.
Update Task Under a Project — Updates a specific task under a project.

Look up existing records

Find Bill — Search for a bill by bill number and issuer ID.
Find Company — Search for a company by name, ID, registration number, VAT number, or custom field.
Find Custom Entry by Custom Field — Search for a custom entry by custom field value.
Find Invoice — Search for an invoice by invoice number.
Find Order — Search for a order by order number.