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How to connect Instantly and Scoro
Create a New Scenario to Connect Instantly 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 Instantly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Instantly or Scoro will be your first step. To do this, click "Choose an app," find Instantly or Scoro, and select the appropriate trigger to start the scenario.
Add the Instantly Node
Select the Instantly node from the app selection panel on the right.
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Configure the Instantly
Click on the Instantly node to configure it. You can modify the Instantly 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 Instantly 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 Instantly 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 Instantly 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 Instantly, 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 Instantly and Scoro integration works as expected. Depending on your setup, data should flow between Instantly 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 Instantly and Scoro
Instantly + Scoro + Slack: When a new lead is captured in Instantly, a new project is created in Scoro, and a notification is sent to a designated Slack channel to inform the sales team.
Instantly + Scoro + Google Sheets: When a lead is updated in Instantly, that data is used to update a project in Scoro and the information is logged to Google Sheets for performance reporting.
Instantly and Scoro integration alternatives
About Instantly
Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic — all without per-step pricing limits.
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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 Instantly and Scoro
How can I connect my Instantly account to Scoro using Latenode?
To connect your Instantly account to Scoro on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Instantly and click on "Connect".
- Authenticate your Instantly and Scoro accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Scoro tasks with Instantly campaign data?
Yes, you can! Latenode lets you sync Instantly data to Scoro, updating tasks and projects. Track campaign performance and streamline reporting, leveraging custom JavaScript code and AI-powered insights.
What types of tasks can I perform by integrating Instantly with Scoro?
Integrating Instantly with Scoro allows you to perform various tasks, including:
- Create Scoro tasks for new Instantly leads.
- Update Scoro projects with Instantly campaign results.
- Trigger Instantly campaigns based on Scoro project milestones.
- Sync Instantly contact data to Scoro's CRM module.
- Generate Scoro reports using Instantly campaign performance.
What Instantly triggers are available within Latenode workflows?
Latenode supports triggers for new leads, campaign starts, and status changes within Instantly. Use these to start complex automations with AI-powered logic.
Are there any limitations to the Instantly and Scoro integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization depends on API rate limits of both Instantly and Scoro.
- Complex data transformations might require custom JavaScript coding.
- Initial setup may require familiarity with both Instantly and Scoro's API structures.
