--- title: "Connect Circleback and Scoro - APIANT.ai" description: "When \"New Action Item\" fires in Circleback, your agent runs \"Create or Update Invoice\" in Scoro." canonical: "https://apiant.ai/connect/circleback-to-scoro" --- # Connect Circleback and Scoro When **New Action Item** fires in [Circleback](https://apiant.ai/connections/circleback), your agent runs **Create or Update Invoice** in [Scoro](https://apiant.ai/connections/scoro), or **New Bill** in Scoro to **Create Action Item** in Circleback. Describe the whole flow and it is built, tested on every scenario and kept running. Circleback **2** triggers Circleback **24** actions Scoro **22** triggers Scoro **20** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Circleback and Scoro to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Circleback and Scoro can do together ### From Circleback to Scoro - When **New Action Item** in Circleback then **Create or Update Invoice** in Scoro - When **New Meeting** in Circleback then **Create Time Entry on Task** in Scoro ### From Scoro to Circleback - When **New Bill** in Scoro then **Create Action Item** in Circleback - When **New Calendar Event** in Scoro then **Update Action Item** in Circleback Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Circleback and Scoro ## Triggers and actions 24 triggers · 44 actions - Trigger **New Action Item** Triggers when a new action item is created in your Circleback meetings. - Trigger **New Meeting** Triggers when a new meeting appears in your Circleback account. - Action **Create Action Item** Creates a Circleback action item owned by you. - Action **Create Folder** Creates a shared Circleback folder in a workspace. - Action **Create Tag** Creates a Circleback tag. - Action **Delete Action Item** Deletes a Circleback action item. - Action **Delete Folder** Deletes a shared Circleback folder; its meetings stay with their owners. - Action **Delete Meeting** Deletes a Circleback meeting you own. - Action **Delete Tag** Permanently deletes a Circleback tag and removes it from every meeting. - Action **Get Company** Returns a company by its domain, with its people and external links. - Action **Get Folder** Returns a Circleback folder with its members, teams and rules. - Action **Get Meeting** Returns a Circleback meeting with its notes, attendees, recording link and action items. - Action **Get Meeting Transcript** Returns the speaker-labeled transcript of a Circleback meeting, one entry per spoken segment. - Action **Get Person** Returns a person by profile ID with their profile details. - Action **Import Meeting** Imports an existing meeting into Circleback with its name and notes. - Action **List Action Items** Returns action items across your Circleback meetings, optionally filtered by status. - Action **List Calendar Events** Returns upcoming events from your calendars connected to Circleback. - Action **List Companies** Returns the companies whose people attend your Circleback meetings. - Action **List Folders** Returns the Circleback folders you can see. - Action **List Meetings** Returns a page of your Circleback meetings. - Action **List People** Returns the people who attend your Circleback meetings, most recent first. - Action **List Tags** Returns every Circleback tag available to you. - Action **Search Meetings** Searches your Circleback meetings by name and content. - Action **Update Action Item** Updates a Circleback action item's title, description or status. - Action **Update Meeting** Updates a Circleback meeting's name, notes or private notes; fields left blank stay the same. - Action **Update Tag** Updates a Circleback tag's name or description. - Trigger **New Bill** Triggers when a new bill is created in Scoro. - Trigger **New Calendar Event** Triggers when a new calendar event is created in Scoro. - Trigger **New Company** Triggers when a new company is created in Scoro. - Trigger **New Invoice** Triggers when a new invoice is created in Scoro. - Trigger **New Order** Triggers when a new order is created in Scoro. - Trigger **New or Updated Bill** Triggers when a bill is created or changed in Scoro. - Trigger **New or Updated Calendar Event** Triggers when a calendar event is created or changed in Scoro. - Trigger **New or Updated Company** Triggers when a company is created or changed in Scoro. - Trigger **New or Updated Custom Entry** Triggers when an entry in a Scoro custom module is created or changed. - Trigger **New or Updated Expense** Triggers when a expense is created or changed in Scoro. - Trigger **New or Updated Invoice** Triggers when a invoice is created or changed in Scoro. - Trigger **New or Updated Order** Triggers when a order is created or changed in Scoro. - Trigger **New or Updated Person** Triggers when a person is created or changed in Scoro. - Trigger **New or Updated Project** Triggers when a project is created or changed in Scoro. - Trigger **New or Updated Purchase Order** Triggers when a purchase order is created or changed in Scoro. - Trigger **New or Updated Quote** Triggers when a quote is created or changed in Scoro. - Trigger **New or Updated Task** Triggers when a task is created or changed in Scoro. - Trigger **New Person** Triggers when a new person is created in Scoro. - Trigger **New Project** Triggers when a new project is created in Scoro. - Trigger **New Purchase Order** Triggers when a new purchase order is created in Scoro. - Trigger **New Quote** Triggers when a new quote is created in Scoro. - Trigger **New Task** Triggers when a new task is created in Scoro. - Action **Create Expense** Creates an expense in Scoro. - Action **Create or Update Company** Creates a company in Scoro, or updates it when an ID is given. - Action **Create or Update Custom Entry** Creates an entry in a Scoro custom module, or updates it when an ID is given. - Action **Create or Update Invoice** Creates a invoice in Scoro, or updates it when an ID is given. - Action **Create or Update Person** Creates a person in Scoro, or updates the person with the given ID. - Action **Create or Update Quote** Creates a quote in Scoro, or updates it when an ID is given. - Action **Create Time Entry on Task** Logs a time entry on an existing Scoro task. - Action **Find Company** Finds a company by name, ID, registration number or VAT number. - Action **Find Custom Entry by Custom Field** Finds an entry in a Scoro custom module by a custom field value. - Action **Find Invoice** Finds an invoice by invoice number. - Action **Find Order** Finds an order by order number. - Action **Find Person** Finds a person in Scoro by full name, email address or contact ID. - Action **Find Project** Finds a project by name or project number. - Action **Find Purchase Order** Finds a purchase order by its number. - Action **Find Quote** Finds a quote by quote number. - Action **Find Task by Custom Field** Finds a task by a custom field value. - Action **Find Task by Name** Finds a task by its name. - Action **Find User** Finds a Scoro user by email address. - Action **Mark Task as Done** Marks a Scoro task as done. - Action **Update Task Under a Project** Updates a task that belongs to a project. ## Each app on its own - [ **Circleback** Circleback provides AI-powered meeting notes and automations.](https://apiant.ai/connections/circleback) - [ **Scoro** Scoro is a comprehensive work management software – an all-in-one solution to track your time, manage...](https://apiant.ai/connections/scoro) Reviews ## What our customers say ## More from Circleback - [ **Circleback to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/circleback-to-hubspot) - [ **Circleback to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/circleback-to-salesforce) - [ **Circleback to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/circleback-to-slack) - [ **Circleback to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/circleback-to-google-sheets) - [ **Circleback to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/circleback-to-gmail) - [ **Circleback to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/circleback-to-google-calendar) ## More into Scoro - [ **HubSpot to Scoro** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-scoro) - [ **Salesforce to Scoro** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-scoro) - [ **Google Sheets to Scoro** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-scoro) - [ **Gmail to Scoro** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-scoro) - [ **Google Calendar to Scoro** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-scoro) - [ **Google Drive to Scoro** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-scoro) Questions ## Circleback and Scoro, answered ### ### What can start an automation from Circleback? Any of Circleback's 2 triggers in the catalog, including New Action Item and New Meeting. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Scoro when something happens in Circleback? Any of Scoro's 20 actions, including Create Expense, Create or Update Company, Create or Update Custom Entry and Create or Update Invoice. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Scoro to Circleback? Yes. When something happens in Scoro, your agent can act in Circleback too. This page covers both directions: Scoro's triggers and Circleback's actions are listed here as well. ### ### Do I have to build a connector for Circleback or Scoro? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Circleback and Scoro without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.