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How to connect AI Agent and Scoro
Create a New Scenario to Connect AI Agent and Scoro
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a AI Agent, triggered by another scenario, or executed manually (for testing purposes). In most cases, AI Agent or Scoro will be your first step. To do this, click "Choose an app," find AI Agent or Scoro, and select the appropriate trigger to start the scenario.
Add the AI Agent Node
Select the AI Agent node from the app selection panel on the right.
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Configure the AI Agent
Click on the AI Agent node to configure it. You can modify the AI Agent URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Scoro Node
Next, click the plus (+) icon on the AI Agent node, select Scoro from the list of available apps, and choose the action you need from the list of nodes within Scoro.
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Authenticate Scoro
Now, click the Scoro node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Scoro settings. Authentication allows you to use Scoro through Latenode.
Configure the AI Agent and Scoro Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the AI Agent and Scoro Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring AI Agent, Scoro, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the AI Agent and Scoro integration works as expected. Depending on your setup, data should flow between AI Agent and Scoro (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect AI Agent and Scoro
Scoro + AI Agent + Slack: When a project is created, updated, or deleted in Scoro, AI Agent summarizes the changes and sends a digest to a specified Slack channel.
Scoro + AI Agent + Google Sheets: Analyze Scoro sales data using AI to identify trends and save the generated insights in a Google Sheets spreadsheet for further analysis and reporting.
AI Agent and Scoro integration alternatives
About AI Agent
Use AI Agent in Latenode to automate content creation, data analysis, or customer support. Configure agents with prompts, then integrate them into workflows. Unlike standalone solutions, Latenode lets you connect AI to any app, scale automatically, and customize with code where needed.
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About Scoro
Use Scoro in Latenode to automate project & client management tasks. Automatically sync data between Scoro and other tools, like accounting or marketing platforms. Create custom workflows to streamline sales, billing, or reporting, using Latenode’s visual editor and flexible API for deeper integration.
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FAQ AI Agent and Scoro
How can I connect my AI Agent account to Scoro using Latenode?
To connect your AI Agent account to Scoro on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select AI Agent and click on "Connect".
- Authenticate your AI Agent and Scoro accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically generate Scoro project summaries using AI Agent?
Yes, you can! Latenode allows you to trigger AI Agent to summarize project data from Scoro, providing instant overviews, and saving valuable time.
What types of tasks can I perform by integrating AI Agent with Scoro?
Integrating AI Agent with Scoro allows you to perform various tasks, including:
- Automatically create project tasks in Scoro based on AI Agent analysis.
- Use AI to extract key information from customer communications into Scoro.
- Generate personalized follow-up emails in AI Agent using Scoro data.
- Update Scoro project statuses based on AI Agent's assessment of progress.
- Analyze customer feedback via AI Agent and log sentiment in Scoro.
What data can AI Agent access from Scoro through Latenode?
AI Agent can access data related to projects, tasks, clients, contacts, and time entries within your Scoro account connected via Latenode.
Are there any limitations to the AI Agent and Scoro integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits from the AI Agent and Scoro APIs may affect workflow execution speed.
- Complex data transformations might require custom JavaScript code.
- Historical data migration from Scoro to AI Agent requires manual setup.
