ScopeStack Integration Guides

Learn how to configure connections between ScopeStack and some other common services, including CRMs.

11 articles in this collection
Written by Jon Scott, Alex Reynolds, and Skyler Anderson

Functions

CRM Opportunity Syncing

Learn about how ScopeStack syncs opportunities from our supported CRMs

Written by Alex Reynolds
Updated over a week ago

Sending Documents for Electronic Signature

Use DocuSign to send your documents for Electronic Signature

Written by Skyler Anderson
Updated over a week ago

Reporting

PowerBI Configuration Guide

Schedule refresh times for your PowerBI integration to not worry about refreshing your bearer token

Written by Skyler Anderson
Updated yesterday

Connectwise Manage

ConnectWise Manage CRM Integration Extras

ConnectWise Manage CRM Integration is critical in order to a support healthy and accurate pipeline.

Written by Jon Scott
Updated over a week ago

Connectwise Manage Project Creation for PSA

You're guide to utilizing the push to Connectwise Manage

Written by Alex Reynolds
Updated over a week ago

Configuration Guides

ConnectWise Manage Configuration Guide

Configure Connectwise Manage for use with ScopeStack

Written by Jon Scott
Updated this week

Microsoft Dynamics 365 Configuration Guide

How to setup ScopeStack with Dynamics 365 via Azure AD

Written by Alex Reynolds
Updated over a week ago

Autotask Configuration Guide

Written by Alex Reynolds
Updated over a week ago

Salesforce Configuration Guide

Step by step for setting up Salesforce Integration

Written by Jon Scott
Updated over a week ago

DocuSign Configuration Guide

Use DocuSign to get signatures directly from ScopeStack

Written by Alex Reynolds
Updated over a week ago

HubSpot Configuration Guide

Step by step for setting up a HubSpot Integration

Written by Skyler Anderson
Updated over a week ago