Integrate Scoro with Retently

Trigger NPS/CSAT surveys after project completion or billing events, sync customer profiles and project data to personalize survey content, and use feedback scores to improve project management and client satisfaction strategies.

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About Scoro

Scoro is a work management software that enables users to track time, manage projects, and handle billing processes. It offers features for managing tasks, events, and financial entries.

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Scoro to Retently

1

New or Updated Bill

Triggers when a bill is created or modified.
2

New or Updated Calendar Event

Triggers when a calendar event is created or modified.
3

New or Updated Company

Triggers when a company is created or modified.
4

New or Updated Custom Entry

Triggers when a custom entry is created or modified.
5

New or Updated Invoice

Triggers when an invoice is created or modified.
6

New or Updated Order

Triggers when an order is created or modified.
7

New or Updated Person

Triggers when a person is created or modified.
8

New or Updated Project

Triggers when a project is created or modified.
9

New or Updated Purchase Order

Triggers when a purchase order is created or modified.
10

New or Updated Quote

Triggers when a quote is created or modified.
11

New or Updated Task

Triggers when a task is created or modified.
12

New Bill

Triggers when a new bill is created.
13

New Calendar Event

Triggers when a new calendar event is created.
14

New Company

Triggers when a new company is created.
15

New or Updated Expense

Triggers when an expense is created or modified.
16

New Invoice

Triggers when a new invoice is created.
17

New Order

Triggers when a new order is created.
18

New Person

Triggers when a new person is created.
19

New Project

Triggers when a new project is created.
20

New Purchase Order

Triggers when a new purchase order is created.
21

New Quote

Triggers when a new quote is created.
22

New Task

Triggers when a new task is created.
RetentlyScoro logo

Retently to Scoro

1

Create or Update Bill

Creates a new bill or updates an existing one.
2

Create or Update Company

Creates a new company or updates an existing one.
3

Create Expense

Creates a new expense.
4

Create or Update Order

Creates a new order or updates an existing one.
5

Attach File to a Project

Attach file to a project.
6

Create or Update Project

Creates a new project or updates an existing one.
7

Create or Update Quote

Creates a new quote or updates an existing one.
8

Attach File to a Task

Attach file to a task.
9

Create or Update Task

Creates a new task or updates an existing one.
10

Update Task Under a Project

Updates a specific task under a project.
11

Find Bill

Search for a bill by bill number and issuer ID.
12

Find Custom Entry by Custom Field

Search for a custom entry by custom field value.
13

Find Order

Search for an order by order number.
14

Find Project

Search for a project by name or project number.
15

Find Quote

Search for a quote by quote number.
16

Find Task by Name

Search for a task by task name.
17

Create Calendar Event

Creates a new calendar event.
18

Create or Update Custom Entry

Creates a new custom entry or updates an existing one.
19

Create or Update Invoice

Creates a new invoice or updates an existing one.
20

Create or Update Person

Creates a new person or updates an existing one if e-mail address of the person match.
21

Add Comment to a Project

Adds a comment to a project.
22

Create or Update Purchase Order

Creates a new purchase order or updates an existing one.
23

Create Receipt

Creates a new receipt.
24

Add Comment to a Task

Adds a comment to a task.
25

Mark Task as Done

Marks an existing task as done.
26

Create Time Entry on Task

Creates a time entry on an existing task.
27

Find Company

Search for a company by name.
28

Find Invoice

Search for an invoice by invoice number.
29

Find Person

Find person by full name, email or ID.
30

Find Purchase Order

Search for a purchase order by purchase order number.
31

Find Task by Custom Field

Search for a task by custom field value.
32

Find User

Search for a user by email.

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