Scoro and Omnisend Integration

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Connect Scoro and Omnisend to automate personalized marketing based on project milestones, using Latenode's visual editor to craft custom logic. Scale affordably and engage clients at key project stages.

Scoro + Omnisend integration

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Automate your workflow

Swap Apps

Scoro

Omnisend

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Scoro and Omnisend

Create a New Scenario to Connect Scoro and Omnisend

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 Omnisend will be your first step. To do this, click "Choose an app," find Scoro or Omnisend, 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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Scoro

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Connect Scoro

Sign In

Run node once

Add the Omnisend Node

Next, click the plus (+) icon on the Scoro node, select Omnisend from the list of available apps, and choose the action you need from the list of nodes within Omnisend.

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Scoro

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Omnisend

Authenticate Omnisend

Now, click the Omnisend node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Omnisend settings. Authentication allows you to use Omnisend through Latenode.

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Omnisend

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Connect Omnisend

Sign In

Run node once

Configure the Scoro and Omnisend 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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Omnisend Oauth 2.0

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Select an action *

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The action ID

Run node once

Set Up the Scoro and Omnisend 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, Omnisend, 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 Omnisend integration works as expected. Depending on your setup, data should flow between Scoro and Omnisend (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 Omnisend

Omnisend + Scoro + Google Sheets: Track marketing campaign performance from Omnisend. When a custom event is triggered in Omnisend, find or update the relevant project in Scoro. Finally, update a Google Sheets spreadsheet with the campaign performance data.

Omnisend + Scoro + Slack: Alert the sales team in Slack about new leads generated through Omnisend campaigns. When a contact is created in Omnisend, create or update a related task in Scoro. Then, send a notification in Slack about the new lead and associated task.

Scoro and Omnisend 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 Omnisend

Use Omnisend in Latenode to automate email & SMS marketing based on real-time data. Connect e-commerce platforms and CRMs, then trigger personalized campaigns. Stop overspending on rigid marketing tools. Latenode's visual editor and flexible logic create scalable automation at a fraction of the cost.

See how Latenode works

FAQ Scoro and Omnisend

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

To connect your Scoro account to Omnisend 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 Omnisend accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I trigger Omnisend emails on new Scoro projects?

Yes, you can! Latenode allows real-time triggers, so a new project in Scoro can automatically send targeted emails via Omnisend, keeping clients updated and driving engagement.

What types of tasks can I perform by integrating Scoro with Omnisend?

Integrating Scoro with Omnisend allows you to perform various tasks, including:

  • Send personalized welcome emails to new Scoro contacts via Omnisend.
  • Update Omnisend contact properties when a Scoro deal stage changes.
  • Trigger Omnisend SMS campaigns for overdue Scoro invoices.
  • Create Omnisend segments based on Scoro project types.
  • Send internal notifications for critical Scoro events.

How do I handle errors when Scoro data is invalid?

Latenode's error handling lets you define actions when Scoro data doesn't match Omnisend requirements, preventing workflow failures and ensuring data integrity.

Are there any limitations to the Scoro and Omnisend integration on Latenode?

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

  • Real-time updates depend on Scoro's API capabilities and polling frequency.
  • Complex data transformations may require JavaScript code.
  • Large data volumes could impact workflow execution time.

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