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Integrate Salesmate with Scoro to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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How Zapier works

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Select a trigger from Salesmate

A trigger is an event that starts your Zap and runs the workflow. For example, with Salesmate, a trigger could be "New User."

A trigger is the event that kicks off your automated workflow.

Setup an action from Scoro

An action is what takes place after the automation is triggered. For example, with Scoro, the action could be "Create or Update Bill."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Salesmate to Scoro

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Salesmate to Scoro integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect Salesmate and Scoro to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Salesmate and Scoro to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New User
Triggers when a new user created.
Trigger
Scheduled
Try It
New Activity
Triggers when a new activity is created.
Trigger
Instant
Try It
New Company
Triggers when a new company is created.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It

- Select Module
  Required
Trigger
Instant
Try It
Update Activity
Triggers when a new activity update is found.
Trigger
Instant
Try It

Update Contact
Triggers when a new contact update is found.
Trigger
Instant
Try It
- Select Module
  Required
Trigger
Instant
Try It
- Select Module
  Required
- Object Id
  Required
- Note
Action
Write
- Teammates
- Participants
Action
Write
Create Contact
Creates a new Contact, probably with input from previous steps.
Action
Write
- Select Module
  Required
Action
Write
- Enter the Activity Id
  Required
- Teammates
- Participants
Action
Write
- Enter the Activity Id
  Required
Action
Write
- Enter the Activity Id
  Required
- Teammates
- Participants
Action
Write
- Select Module
  Required
- Enter the Activity Id
  Required
Action
Write
Search for Total Rows in Company
Searches Total Rows in Company
Action
Search
Search for Total Rows in Deal
Searches Total Rows in Deal
Action
Search
Search Activity
Finds an activity based on different fields
Action
Search
Search Contact
Finds a contact based on different fields
Action
Search
- Select Module
  Required
Action
Search
Search or Create Company
Search or create Company, if does not exist. Optionally, create one if none are found.
Action
Search
Search or Create Deal
Search or Create a deal , if deal does not exist.
Action
Search
- Name
  Required
Action
Search
Find or Create a Company
x
Action
Search or write
- Teammates
- Participants
Action
Search or write
New or Updated Bill
Triggers when a bill is created or modified.
Trigger
Instant
Try It
New or Updated Calendar Event
Triggers when a calendar event is created or modified.
Trigger
Instant
Try It
New or Updated Company
Triggers when a company is created or modified.
Trigger
Instant
Try It
New or Updated Custom Entry
Triggers when a Custom entry is created or modified.
Trigger
Instant
Try It
New or Updated Invoice
Triggers when an invoice is created or modified.
Trigger
Instant
Try It
New or Updated Order
Triggers when an order is created or modified.
Trigger
Instant
Try It
New or Updated Person
Triggers when a person is created or modified.
Trigger
Instant
Try It
New or Updated Project
Triggers when a project is created or modified.
Trigger
Instant
Try It
New or Updated Purchase Order
Triggers when an purchase order is created or modified.
Trigger
Instant
Try It
New or Updated Quote
Triggers when an quote is created or modified.
Trigger
Instant
Try It
New or Updated Task
Triggers when a task is created or modified.
Trigger
Instant
Try It
Create or Update Bill
Creates a new bill or updates an existing one.
Action
Write
Create or Update Company
Creates a new company or updates an existing one.
Action
Write
Create Expense
Creates a new expense.
Action
Write
Create or Update Order
Creates a new order or updates an existing one.
Action
Write
- Project
  Required
- File
  Required
- File name
Action
Write
Create or Update Project
Creates a new project or updates an existing one.
Action
Write
Create or Update Quote
Creates a new quote or updates an existing one.
Action
Write
- Project
  Required
- File
  Required
- File name
Action
Write
- Enter the Activity Id
  Required
- Task name
- Task description
- Task start datetime
- Task due datetime
- Planned duration
- Task status
- Task priority
- Is personal event
- Company name
- Person name
- Project name
- Activity type
- Responsible user
- Assignee(s)
- File
  Required
Action
Write
Update Task Under a Project
Updates a specific task under a project.
Action
Write
- Bill number
  Required
- Issuer ID
  Required
Action
Search
- Custom module
  Required
- Custom field name
  Required
- Custom field value
  Required
Action
Search
- Bill number
  Required
Action
Search
- Project name
- Bill number
  Required
Action
Search
- Bill number
  Required
Action
Search
- Project ID
  Required
- Task name
Action
Search

New De-Activated User
Triggers when a user is de-activated.
Trigger
Scheduled
Try It
New Activity Note
Triggers when a new activity note is created.
Trigger
Scheduled
Try It
New Company Note
Triggers when a new company note is created.
Trigger
Scheduled
Try It
New Contact Note
Triggers when a new contact note is created.
Trigger
Scheduled
Try It
New Deal Note
Triggers when a new deal note is created.
Trigger
Scheduled
Try It
- Select Module
  Required
Trigger
Scheduled
Try It
Update Company
Triggers when a new company update is found.
Trigger
Instant
Try It
Update Deal
Triggers when a new deal update is found.
Trigger
Instant
Try It
- Select Module
  Required
- Object Id
  Required
- Note
Action
Write
Add New User
Created new User, probably with input from previous step.
Action
Write
Create Company
Creates a new Company, probably with input from previous steps.
Action
Write
- Teammates
- Participants
Action
Write
Random User
Select a random user from active user
Action
Write
- Enter the Activity Id
  Required
Action
Write
- Select Module
  Required
- Object Id
  Required
- Note Id
  Required
- Note
Action
Write
- Select Module
  Required
- Object Id
  Required
- Note Id
  Required
- Note
Action
Write
Search for Total Rows in Activity
Searches Total Rows in Activities
Action
Search
Search for Total Rows in Contacts
Searches Total Rows in Contacts
Action
Search
- Select Module
  Required
Action
Search
Search Company
Finds a company based on different fields
Action
Search
Search Deal
Finds a deal based on different fields
Action
Search
Search or Create Activity
Search or create Activity , if activity does not exist.
Action
Search
Search or Create Contact
Search or create Contact , if contact does not exist.
Action
Search
- Select Module
  Required
Action
Search
- Teammates
- Participants
Action
Search or write
Find or create a contact
x
Action
Search or write
- Select Module
  Required
Action
Search or write
New Bill
Triggers when a new bill is created.
Trigger
Instant
Try It
New Calendar Event
Triggers when a new calendar event is created.
Trigger
Instant
Try It
New Company
Triggers when a new company is created.
Trigger
Instant
Try It
New or Updated Expense
Triggers when an expense is created or modified.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Instant
Try It
New Order
Triggers when a new order is created.
Trigger
Instant
Try It
New Person
Triggers when a new person is created.
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Instant
Try It
New Purchase Order
Triggers when a new purchase order is created.
Trigger
Instant
Try It
New Quote
Triggers when a new quote is created.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
Create Calendar Event
Creates a new calendar event.
Action
Write
Create or Update Custom Entry
Creates a new custom entry or updates an existing one.
Action
Write
Create or Update Invoice
Creates a new invoice or updates an existing one.
Action
Write
Create or Update Person
Creates a new person or updates an existing one if e-mail address of the person match.
Action
Write
- Project
  Required
- Comment text
  Required
Action
Write
Create or Update Purchase Order
Creates a new purchase order or updates an existing one.
Action
Write
- Invoice
  Required
- Receipt account
- Receipt sum
  Required
- Receipt date
Action
Write
- Project
  Required
- Comment text
  Required
Action
Write
- Task ID
  Required
- Completed datetime
Action
Write
- Task ID
  Required
- Task start datetime
- Duration
- Is billable
- Task description
- Activity type
- Is completed
Action
Write
- Company name
  Required
Action
Search
- Bill number
  Required
Action
Search
Find Person
Find person by full name, email or ID.
Action
Search
- Bill number
  Required
Action
Search
- Custom field name
  Required
- Custom field value
  Required
Action
Search
- User Email
Action
Search

About Salesmate

Salesmate is an All-in-one Sales Management, Automation, and Acceleration Software for Teams of All Sizes & Shapes.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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

Learn more Help

Related categories

Project Management

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