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Sync Scoro projects with Streak deals for unified sales and project tracking. Latenode's no-code editor simplifies complex logic and custom JavaScript integrations, scaling automations affordably across your entire workflow.
Connect Scoro and Streak in minutes with Latenode.
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Create a New Scenario to Connect Scoro and Streak
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 Streak will be your first step. To do this, click "Choose an app," find Scoro or Streak, 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 Streak Node
Next, click the plus (+) icon on the Scoro node, select Streak from the list of available apps, and choose the action you need from the list of nodes within Streak.
Scoro
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Streak
Authenticate Streak
Now, click the Streak node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Streak settings. Authentication allows you to use Streak through Latenode.
Configure the Scoro and Streak 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 Streak 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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Streak
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, Streak, 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 Streak integration works as expected. Depending on your setup, data should flow between Scoro and Streak (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Streak + Slack + Scoro: When a box changes stage in Streak, a notification is sent to a designated Slack channel. The notification includes relevant deal information from Streak, and the corresponding client is searched for in Scoro to enrich the context.
Streak + Scoro + Google Sheets: When a box is updated in Streak or a project is updated in Scoro, the updated deal or project information is added as a new row in a Google Sheet, providing a consolidated report.
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 Streak
Use Streak in Latenode to automate sales pipeline tasks. Automatically update deals, trigger follow-ups, or sync data with other apps when stages change. Integrate Streak with your marketing automation or billing systems using Latenode's visual builder, custom code, and affordable execution-based pricing. No per-step fees, full API control.
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How can I connect my Scoro account to Streak using Latenode?
To connect your Scoro account to Streak on Latenode, follow these steps:
Can I automatically create Streak boxes from new Scoro projects?
Yes, you can! Latenode’s visual builder simplifies automation. Trigger Streak box creation upon Scoro project creation, ensuring seamless sales pipeline updates and enhanced project tracking.
What types of tasks can I perform by integrating Scoro with Streak?
Integrating Scoro with Streak allows you to perform various tasks, including:
How can I automate report generation from my Scoro data?
Latenode lets you automatically generate reports, even combining Scoro data with other apps. Use JavaScript nodes for custom transformations.
Are there any limitations to the Scoro and Streak integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: