Scoro and ConvertAPI Integration

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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.

Scoro + ConvertAPI integration

Connect Scoro and ConvertAPI in minutes with Latenode.

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Automate your workflow

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Scoro

ConvertAPI

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Scoro and ConvertAPI

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.

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Scoro

Configure the Scoro

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

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Run node once

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.

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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.

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Sign In

Run node once

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.

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Run node once

Set Up the Scoro and ConvertAPI 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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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.

Most powerful ways to connect Scoro and ConvertAPI

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.

Scoro and ConvertAPI integration alternatives

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.

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.

See how Latenode works

FAQ Scoro and ConvertAPI

How can I connect my Scoro account to ConvertAPI using Latenode?

To connect your Scoro account to ConvertAPI on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Scoro and click on "Connect".
  • Authenticate your Scoro and ConvertAPI accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

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:

  • Convert new Scoro invoices to PDF for archiving.
  • Automatically generate reports from Scoro data in PDF format.
  • Convert Scoro project files into shareable document formats.
  • Create watermarked PDFs from Scoro quotes for security.
  • Archive completed Scoro projects as consolidated PDF documents.

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:

  • Large file conversions might consume significant workflow execution time.
  • The number of monthly conversions depends on your ConvertAPI subscription.
  • Custom Scoro fields might require advanced configuration via JavaScript.

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