--- title: "Connect Force Manager and Scoro - APIANT.ai" description: "When \"New account\" fires in Force Manager, your agent runs \"Create or Update Invoice\" in Scoro, or \"New Bill\" in Scoro to \"Add contact\" in Force Manager." canonical: "https://apiant.ai/connect/force-manager-to-scoro" --- # Connect Force Manager and Scoro When **New account** fires in [Force Manager](https://apiant.ai/connections/force-manager), your agent runs **Create or Update Invoice** in [Scoro](https://apiant.ai/connections/scoro), or **New Bill** in Scoro to **Add contact** in Force Manager. Describe the whole flow and it is built, tested on every scenario and kept running. Force Manager **3** triggers Force Manager **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 Force Manager 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 Force Manager and Scoro can do together ### From Force Manager to Scoro - When **New account** in Force Manager then **Create or Update Invoice** in Scoro - When **New contact** in Force Manager then **Create Time Entry on Task** in Scoro ### From Scoro to Force Manager - When **New Bill** in Scoro then **Add contact** in Force Manager - When **New Calendar Event** in Scoro then **Add sales order** in Force Manager 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 Force Manager and Scoro ## Triggers and actions 25 triggers · 44 actions - Trigger **New account** Fires on new account. - Trigger **New contact** Fires on new contact. - Trigger **New opportunity** Fires on new opportunity. - Action **Add account** Create an account. - Action **Add activity** Create an activity. - Action **Add call** Log a call. - Action **Add contact** Create a contact. - Action **Add opportunity** Create an opportunity. - Action **Add product** Create a product. - Action **Add sales order** Create an order header. - Action **Delete account** Delete an account. - Action **Delete contact** Delete a contact. - Action **Delete opportunity** Delete an opportunity. - Action **Get account** Get account by ID. - Action **Get call** Returns one call record by id. - Action **Get contact** Get contact by ID. - Action **Get opportunity** Get opportunity by ID. - Action **List accounts** List accounts, paginated. - Action **List activities** List activities. - Action **List contacts** List contacts, paginated. - Action **List opportunities** List opportunities. - Action **List products** List products. - Action **List sales orders** List order headers. - Action **Update account** Partial update of an account. - Action **Update activity** Update an activity. - Action **Update contact** Update a contact. - Action **Update opportunity** Update an opportunity. - 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 - [ **Force Manager** Mobile-first CRM for field sales teams to manage contacts, log visits, track opportunities, and view sales...](https://apiant.ai/connections/force-manager) - [ **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 Force Manager - [ **Force Manager to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/force-manager-to-hubspot) - [ **Force Manager to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/force-manager-to-salesforce) - [ **Force Manager to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/force-manager-to-slack) - [ **Force Manager to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/force-manager-to-google-sheets) - [ **Force Manager to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/force-manager-to-gmail) - [ **Force Manager to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/force-manager-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 ## Force Manager and Scoro, answered ### ### What can start an automation from Force Manager? Any of Force Manager's 3 triggers in the catalog, including New account, New contact and New opportunity. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Scoro when something happens in Force Manager? 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 Force Manager? Yes. When something happens in Scoro, your agent can act in Force Manager too. This page covers both directions: Scoro's triggers and Force Manager's actions are listed here as well. ### ### Do I have to build a connector for Force Manager 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 Force Manager 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.