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How to connect Circle and Scoro
Create a New Scenario to Connect Circle 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 Circle, triggered by another scenario, or executed manually (for testing purposes). In most cases, Circle or Scoro will be your first step. To do this, click "Choose an app," find Circle or Scoro, and select the appropriate trigger to start the scenario.
Add the Circle Node
Select the Circle node from the app selection panel on the right.
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Add the Scoro Node
Next, click the plus (+) icon on the Circle 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 Circle 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 Circle 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 Circle, 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 Circle and Scoro integration works as expected. Depending on your setup, data should flow between Circle 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 Circle and Scoro
Circle + Scoro + Slack: When a new member joins a Circle community, they are automatically added as a lead in Scoro. A welcome message is then sent to a dedicated Slack channel to notify the team.
Scoro + Circle + Zoom: Upon creation of a new project in Scoro, a corresponding Circle group is created to facilitate team discussions, and a Zoom kickoff meeting is automatically scheduled.
Circle and Scoro integration alternatives
About Circle
Use Circle in Latenode to build thriving online communities. Automate member onboarding, content moderation, and engagement tracking. Trigger workflows based on Circle events, syncing data with CRMs or email tools. Scale community management without manual overhead, using Latenode’s no-code tools and custom logic.
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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 Circle and Scoro
How can I connect my Circle account to Scoro using Latenode?
To connect your Circle account to Scoro on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Circle and click on "Connect".
- Authenticate your Circle and Scoro accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Scoro tasks based on Circle activity?
Yes, you can! Latenode allows real-time updates between Circle and Scoro, keeping project timelines accurate. Use no-code blocks or JavaScript for advanced logic.
What types of tasks can I perform by integrating Circle with Scoro?
Integrating Circle with Scoro allows you to perform various tasks, including:
- Create new Scoro tasks when a new member joins a Circle group.
- Update Scoro project status when a Circle community reaches a milestone.
- Log Circle engagement metrics directly into Scoro reports.
- Send welcome messages via Circle upon project creation in Scoro.
- Archive inactive Circle members when their Scoro projects are completed.
Can I trigger Circle actions based on specific Scoro project changes?
Yes! Latenode's flexible triggers enable actions in Circle when project statuses change in Scoro, improving team communication and workflows.
Are there any limitations to the Circle and Scoro integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Real-time sync depends on the API rate limits of both Circle and Scoro.
- Custom fields in Circle or Scoro might need manual mapping.
