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Automate lead enrichment: when Scoro registers a new client, use Vapi to instantly enrich profiles with contact details and social data, streamlining onboarding. Latenode's visual editor and affordable pricing make complex data workflows easier than ever.
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Create a New Scenario to Connect Scoro and Vapi
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 Vapi will be your first step. To do this, click "Choose an app," find Scoro or Vapi, 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 Vapi Node
Next, click the plus (+) icon on the Scoro node, select Vapi from the list of available apps, and choose the action you need from the list of nodes within Vapi.
Scoro
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Vapi
Authenticate Vapi
Now, click the Vapi node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Vapi settings. Authentication allows you to use Vapi through Latenode.
Configure the Scoro and Vapi 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 Vapi 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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Vapi
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, Vapi, 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 Vapi integration works as expected. Depending on your setup, data should flow between Scoro and Vapi (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Vapi + Scoro + Slack: When a new outbound phone call is created in Vapi, find or create a project in Scoro, and then send a summary of the call details to a designated Slack channel.
Vapi + Scoro + Google Sheets: When a new outbound phone call is created in Vapi, find a corresponding client in Scoro. Update the client data in Scoro based on the call details and then export specified data to Google Sheets.
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 Vapi
Use Vapi in Latenode to validate and standardize address data. Ensure accurate deliveries and prevent errors by cleaning addresses directly within your workflows. Vapi integration inside Latenode makes data cleaning repeatable and scalable without extra coding. Automate address verification as part of lead gen, order processing, or CRM upkeep.
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How can I connect my Scoro account to Vapi using Latenode?
To connect your Scoro account to Vapi on Latenode, follow these steps:
Can I automatically call new Scoro clients using Vapi?
Yes, you can! Latenode’s visual editor makes it simple to trigger Vapi calls upon new client creation in Scoro, ensuring instant engagement and streamlined communication.
What types of tasks can I perform by integrating Scoro with Vapi?
Integrating Scoro with Vapi allows you to perform various tasks, including:
How secure is Scoro data when using Latenode integrations?
Latenode employs robust security measures, including encryption and secure authentication, ensuring your Scoro data remains protected during integration.
Are there any limitations to the Scoro and Vapi integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: