Zapier is a tool for connecting two apps – this connection is called a Zap. Simply put – Zaps are actions triggered by other actions. A few very easy examples in Scoro:
- One of my team member's uses Toggl to track their time while working on a task. When the task is finished, the time entry is added to Scoro automatically as a task.
- Whenever I receive an email to my Gmail account, a new task (to reply to this email) is added to my task list.
- Whenever a new company is added to Scoro, a new line with all data is added to a specific Google Sheet.
Of course there are numerous ways of using Zaps to create and organize your workflow, so go ahead and explore!
To switch on the integration to Zapier in Scoro, go to Site settings > Integrations and click on the switch.
Click on the button Generate token.
Use this token to connect your Scoro account to Zapier after you've created an account to Zapier.
Now, open Zapier.com and sign up for a Zapier account.
To add a new Zap, click the Make a Zap! button on the upper right corner and start building your workflow.
Let's have a look at how to add a simple workflow – whenever a new company is added to Scoro, chosen data on that company is also added to Google Sheets.
First, name your Zap.
Now, type the name of the app that triggers the action into the search box, e.g. Scoro.
Select the trigger action and click Save + Continue. In this case, adding a new company to Scoro is the trigger for the following action.
Now click on the button Connect an account...
...a new window pops up.
Copy the token created on your Scoro site to the text box User token. Fill in your Site Url and Company account code.
Test your Scoro trigger. Create a new company in Scoro and pull the data to Zapier, just click Pull in samples.
If the test is successful, you can continue creating your Zap by choosing an action. You can choose between built in and third party apps. For this example, we'll be using Google Sheets.
Connect to your Google account, by clicking the Connect an Account button and filling in your Google account information.
Choose the suitable action and click Save + Continue.
Now create a new Google Sheet that you would like to use for the data taken from Scoro. Name the columns of the sheet by the data type. See a more detailed article on how to use Google Sheets in Zaps.
Choose the spreadsheet that's used for saving data (the one you just created), select the worksheet (sheet1, if there's just one sheet) and the data rows you want to add to the Google sheet.
Click Continue, if that step's done. Test out your Zap by clicking on Send Test To Google Sheets.
Click Continue, check if all added data is correct and click Create and Continue to create the test and see, if everything is working the way it should. If the test is successful, you can click Finish and switch on the Zap.
Now, if you add another company to Scoro, all relevant data will be added to your Google Sheets.
In Google Sheets:
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