Scoro

Scoro is a work-management platform combining CRM, project management, time tracking, and billing: popular with agencies and consultancies. Advanced Form Integration sends form submissions to Scoro as new contacts or projects.

What you’ll need

• An active Scoro account.
• A Scoro API key (Settings → External APIs → Generate API key).
• Your Scoro company account ID (URL prefix, e.g., yourcompany from yourcompany.scoro.com).
• The Advanced Form Integration plugin installed and activated.

Connect Scoro to AFI

1. In WordPress, go to AFI → Settings → Scoro.
2. Enter the API key and account ID.
3. Click Save Changes.

Create the integration

1. Go to AFI → Add New.
2. Configure the trigger.
3. In Action → Platform, select Scoro.
4. In Task, choose Create Contact or Create Project.
5. Map the form fields:

• For contact: Name, Lastname, Email, Phone, Company Name, Position, Country.
• For project: Project Name, Customer ID, Status, Manager ID, Start Date, End Date, Budget.
• Custom fields by API name.

1. Optional: configure Conditional Logic.
2. Click Save Integration.

Related docs

• Send Contact Form 7 to Scoro
• Conditional Logic