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Automatically generate professional PDF reports from Scoro data using ConvertAPI. Latenode's visual editor makes it easy to customize report templates and automate delivery. Scale effortlessly and pay only for execution time.
Connect Scoro and ConvertAPI in minutes with Latenode.
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Create a New Scenario to Connect Scoro and ConvertAPI
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 Scoro, triggered by another scenario, or executed manually (for testing purposes). In most cases, Scoro or ConvertAPI will be your first step. To do this, click "Choose an app," find Scoro or ConvertAPI, and select the appropriate trigger to start the scenario.
Add the Scoro Node
Select the Scoro node from the app selection panel on the right.
Scoro
Add the ConvertAPI Node
Next, click the plus (+) icon on the Scoro node, select ConvertAPI from the list of available apps, and choose the action you need from the list of nodes within ConvertAPI.
Scoro
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ConvertAPI
Authenticate ConvertAPI
Now, click the ConvertAPI node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your ConvertAPI settings. Authentication allows you to use ConvertAPI through Latenode.
Configure the Scoro and ConvertAPI 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 Scoro and ConvertAPI Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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ConvertAPI
Trigger on Webhook
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Scoro
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Scoro, ConvertAPI, 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 Scoro and ConvertAPI integration works as expected. Depending on your setup, data should flow between Scoro and ConvertAPI (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Scoro + ConvertAPI + Google Drive: When a project is created or updated in Scoro, the flow finds associated project proposals and converts them to PDF using ConvertAPI. The resulting PDF is then uploaded to a specified folder in Google Drive for archival.
ConvertAPI + Scoro + Slack: When a file is converted using ConvertAPI, the automation checks if the file is related to a Scoro project. If so, a notification is sent to the relevant Slack channel, informing the team about the converted document.
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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About ConvertAPI
Automate file conversions within Latenode. ConvertAPI handles PDFs, images, documents, and more. Instead of manual uploads or custom code, build automated workflows to convert files as they arrive, then parse data or trigger follow-up actions. Scales easily, no coding needed.
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How can I connect my Scoro account to ConvertAPI using Latenode?
To connect your Scoro account to ConvertAPI on Latenode, follow these steps:
Can I automatically convert Scoro documents to PDF?
Yes, with Latenode! Automate Scoro file conversions via ConvertAPI for streamlined document management. Enjoy no-code simplicity paired with custom JS when needed.
What types of tasks can I perform by integrating Scoro with ConvertAPI?
Integrating Scoro with ConvertAPI allows you to perform various tasks, including:
What Scoro data can I access within Latenode workflows?
Access key Scoro data like contacts, projects, invoices, and tasks. Use this data to trigger and inform ConvertAPI conversions.
Are there any limitations to the Scoro and ConvertAPI integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: