Salesforce integration with Scoro
How to Add new Salesforce contacts to Scoro as people
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add new Salesforce contacts to Scoro as people" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Scoro integrations
Scoro actions
Nekton can use any feature that is available in Scoro API.
Using our advanced AI, you can easily create custom automations for Scoro.
Here are some typical actions you can do in your automated workflows.
Attach File to a Project
Attach File to a Project.
Attach File to a Task
Attach File to a Task.
Find Bill
Search for a bill by bill number and issuer ID.
Find Custom Entry by Custom Field
Search for a custom entry by custom field value.
Find Order
Search for a order by order number.
Find Project
Search for a project by name or project number.
About Scoro
Scoro is a comprehensive work management software – an all-in-one solution to track your time, manage projects and bill for your work