Customer.io and Scoro Integration

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Connect Customer.io and Scoro to automate marketing based on project status. Latenode's visual editor and affordable execution pricing make building custom lead nurturing workflows easier. Use JavaScript for advanced customization if needed.

Customer.io + Scoro integration

Connect Customer.io and Scoro in minutes with Latenode.

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Swap Apps

Customer.io

Scoro

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Customer.io and Scoro

Create a New Scenario to Connect Customer.io 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 Customer.io, triggered by another scenario, or executed manually (for testing purposes). In most cases, Customer.io or Scoro will be your first step. To do this, click "Choose an app," find Customer.io or Scoro, and select the appropriate trigger to start the scenario.

Add the Customer.io Node

Select the Customer.io node from the app selection panel on the right.

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Customer.io

Configure the Customer.io

Click on the Customer.io node to configure it. You can modify the Customer.io URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Customer.io

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Connect Customer.io

Sign In

Run node once

Add the Scoro Node

Next, click the plus (+) icon on the Customer.io 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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Customer.io

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Scoro

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.

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Customer.io

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Scoro

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Connect Scoro

Sign In

Run node once

Configure the Customer.io 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.

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Customer.io

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Scoro

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Connect Scoro

Scoro Oauth 2.0

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Select an action *

Select

Map

The action ID

Run node once

Set Up the Customer.io 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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Scoro

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Trigger on Webhook

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Customer.io

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Webhook response

Save and Activate the Scenario

After configuring Customer.io, 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 Customer.io and Scoro integration works as expected. Depending on your setup, data should flow between Customer.io 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 Customer.io and Scoro

Customer.io + Scoro + Slack: When a new customer is created or updated in Customer.io, a new project is created in Scoro. The sales team is then notified in Slack about the new project.

Scoro + Customer.io + Google Sheets: When a project is updated in Scoro, the corresponding customer data is updated in Customer.io, and relevant project details are logged in a Google Sheet.

Customer.io and Scoro integration alternatives

About Customer.io

Use Customer.io in Latenode to automate personalized messaging based on real-time user behavior. React instantly to events like purchases or sign-ups. Build flows that segment users, trigger custom emails, and update profiles automatically. Orchestrate complex campaigns and keep data consistent across platforms.

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.

See how Latenode works

FAQ Customer.io and Scoro

How can I connect my Customer.io account to Scoro using Latenode?

To connect your Customer.io account to Scoro on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Customer.io and click on "Connect".
  • Authenticate your Customer.io 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 Customer.io events?

Yes, you can! Latenode allows real-time synchronization, ensuring your Scoro tasks reflect the latest customer activity in Customer.io. Automate updates and save valuable time.

What types of tasks can I perform by integrating Customer.io with Scoro?

Integrating Customer.io with Scoro allows you to perform various tasks, including:

  • Create Scoro tasks when new customers are added in Customer.io.
  • Update customer contact information in Scoro from Customer.io data.
  • Trigger Customer.io messages when a project stage changes in Scoro.
  • Generate Scoro invoices based on Customer.io purchase events.
  • Sync Customer.io segments with Scoro project assignments.

Can I use JavaScript to transform data between Customer.io and Scoro?

Yes! Latenode provides built-in JavaScript nodes, allowing you to customize data transformations between Customer.io and Scoro for advanced workflows.

Are there any limitations to the Customer.io and Scoro integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex data transformations might require advanced JavaScript knowledge.
  • Real-time updates depend on the API rate limits of both Customer.io and Scoro.
  • Historical data migration needs separate configuration due to API constraints.

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