What's new in Scope?

AI Project Summary stays up to date automatically. It refreshes every time something changes in the project — no manual updates needed.

You define how the summary should be written by providing your own prompt.

You can also control the format — text or bulleted list — and the length, whether detailed or compact.

🧩 Summary templates

Create multiple summary templates for different project types or use cases.

Just add the right template to a project or define it in the project template, and it will automatically start generating an up-to-date summary.

🔁 Sync project summary to HubSpot

AI Project Summary can be synced to HubSpot, just like any standard property (status, due date, progress).

Turn on sync in your HubSpot integration to keep the project summary always current inside your HubSpot deal.

⚙️ Easy to test and tune

Just like AI Autofills, this feature comes with a built-in testing tool.

Apply your prompt to existing projects, review the summary, and refine until it’s exactly right.

AI Autofills automatically update project and customer fields using project data as context.

Each Autofill carefully follows a prompt you define and does one of three things: Classify, Extract, or Summarize information from your defined project context.

This keeps fields accurate and up to date automatically. And just like standard fields, these can automatically sync with HubSpot properties.

📝 Autofill from submitted forms

Use AI Autofills to summarize or classify answers from submitted forms into project or company properties.

You choose which prompt to run, which form to apply it to, and where the results should be saved.

Analyze unstructured answers, extract key details and save them into structured fields — automatically.

📊 Autofill from project activity

Automatically update project and company fields when tasks are closed, progress changes, blockers appear, or deadlines are missed.

Use any project data to extract insights, summarize current status, or capture key details — and save them directly into your defined fields.

⚙️ Easy to test and tune

AI Autofills come with built-in test functionality, so it’s easy to refine prompts and get the results you need — fast.

Run your prompt on past projects or submitted forms, review the output, and adjust until it works exactly as expected.

Test on real historical projects to make sure everything’s solid before turning it on.

✅ Action Items

You can now create project-level action items - lightweight, flexible checklists for quick tasks.

They’re great for smaller steps that don’t require a full task. You can keep them internal or share with customers, and add assignees or due dates when needed.

🤖 New AI Assistant Feature - Action Item Extraction

Scope’s AI Assistant makes it easy to turn any message in chat into clear, well-defined action items.

It analyzes the message and context to generate relevant action items. Just one click instead of copy-pasting or rewriting.

🌐 Shared on Customer Portal

Share action items with customers on the Customer Portal. It’s a simple way to highlight quick next steps.

Use it to complement the main onboarding plan with lightweight, actionable items that keep momentum moving.

🧵 Action Items in Slack Canvas

Running onboarding in Slack? You can now display project action items in your Slack channel’s Canvas.

It updates automatically - no need to maintain it manually.

📌 Create Action Items from Slack Messages

Drop a 📌 emoji on any Slack message, and Scope Assistant will turn it into action items.

They’ll be added to the project automatically - with a confirmation posted right in the thread.

Conditional Logic in Forms

You can now build dynamic forms that adapt based on user responses. Show or hide questions, sections, or messages depending on previous answers.

The redesigned form editor includes a powerful conditions builder that makes it easy to set up any logic you need.

Instruction Page in Forms

You can now add an Instruction Page to any form — a customizable first screen your customers see before they begin filling it out.

Use rich text to add context, guidance, or helpful resources:

• ✅ Lists, links, images, and embedded videos
• 💬 Code blocks, formatted text, and more
• 🧩 Dynamic variables from company, project, or connected task properties to tailor content for each customer

Instruction Pages help you set expectations, explain form logic, or guide users through next steps — all in one place, fully integrated into form experience.

Stream Form Answers into Company and Project Properties

You can now automatically populate company and project properties based on submitted form answers.

Just map form fields to the corresponding properties in Scope, and when a user submits a form, their responses will be saved instantly to the right place.

This unlocks powerful automation for real-world use cases:

• A user submits a form → selected answers are written to project and company properties → synced with HubSpot automatically via existing mappings
• A user submits a form → key answers are stored as properties → used as dynamic variables in tasks, forms, or notes in the next steps

New Form Element: Text Block

You can now add Text Blocks to your forms — rich text elements that support images, formatting, and dynamic variables.

Use Text Blocks to provide additional context, explanations, or visual cues for specific sections of your form. They can include:

• 💬 Rich text formatting
• 🖼️ Images, videos and links
• 🧩 Dynamic variables from company, project, or task properties

Like any other form element, Text Blocks can be shown or hidden based on user responses using conditional logic.

Multi-Answer Support in Short Answer Field

The Short Answer field now supports multiple answers. When this option is enabled, users can add as many responses as they need to a single question.

This is useful for collecting flexible inputs like:

• Multiple email addresses
• A list of tools or technologies
• Any other open-ended set of items

Multi-Column Layout

Design cleaner, easier-to-read forms with the new Multi-Column Layout option.

For Checkboxes and Multiple Choice fields, you can now choose how options are displayed:

• 1, 2, or 3 columns
• Or let them wrap automatically based on available space

This helps you keep your forms visually organized and faster to fill out — especially when working with longer lists of options.

Task Templates: Atomic building blocks for dynamic onboarding

You can now create Task Templates — reusable task definitions that help you build smarter, more adaptive onboarding workflows.

Whether you're tailoring a plan based on customer questionnaire responses or standardizing recurring tasks, Task Templates make it simple to add the right task at the right moment — without starting from scratch.

Key features include:

• 🧱 Predefined task content with dynamic variables;
• 📎 Attachments, forms, meetings, checklists, notes, and sub-tasks as part of the template;
• ⚙️ Full control over task properties;
• 🚀 Add templated tasks to any project in just a few clicks.

Task Templates are designed to work alongside Project Templates, giving you modular control over onboarding — with consistency, efficiency, and scale.

Custom Fields for Projects and Companies

Custom Fields let you structure and organize any data related to your customers and onboarding projects. With full flexibility to create field types and group them as needed, you can adapt Scope to fit your exact process.

Use Custom Fields to capture CRM details, onboarding metadata, and more.

Use custom fields as dynamic variables

Insert custom field values directly into task descriptions, scheduled emails, notes, and forms. This helps automate content and keeps it consistent across projects.

Display fields on the projects dashboard

Choose which fields to show — and in what order — on the main projects dashboard to make important information visible at a glance.

Sync Project Custom Fields with HubSpot Deals

You can now sync custom fields in your Scope projects with HubSpot deal properties — giving you a consistent, automated data flow between both tools.

Set up field-level connections with full flexibility and avoid manual updates between tools:

• 🔁 Two-way or one-way sync between Scope fields and HubSpot properties;
• 🔄 Keep project and deal data in sync automatically and in real time;
• ⚡ Maintain consistency across your onboarding workflow and CRM.

Single Slack Channel for All Onboarding Projects

In addition to the current setup — where each onboarding project can have its own internal and external Slack channels — you can now configure a single Slack channel to receive notifications from multiple onboarding projects.

This gives you more flexibility in how you structure communication:

• Use dedicated channels for enterprise onboardings
• Use a single Slack channel for SMB projects
• Or combine both approaches depending on your workflow

As always, the integration is bi-directional: team messages sent in Slack will be delivered to the customer through their preferred communication channel.

Group Email Notifications into a Single Message

We care deeply about your customers' experience — and we’re giving you more control over how they receive notifications.

Instead of sending a separate email for every project update, you can now configure grouped notifications. Updates can be combined into a single email, making communication clearer and less noisy.

Here's how it works:

• 📬 You decide how notifications should be grouped
• 🕒 We apply a 15-minute delay window to bundle related updates
• 🧠 If you make multiple changes and send a message within that window, the customer receives just one email with all the relevant information

This gives you a cleaner, more considerate way to keep customers informed — without overwhelming their inbox.

Custom Emails and CC/BCC in Scheduled Emails

You can now schedule emails to be sent not only to workspace users or customer contacts — but also to any custom email address.

This gives you more flexibility when coordinating with external stakeholders, partners, or team members outside Scope.

Additionally, you can now include CC and BCC recipients in scheduled emails, making it easier to loop in the right people.

Insights on Scheduled Email Opens

You can now see detailed insights for scheduled emails — including whether your customer opened the email, how many times, and from which devices.

This helps you better understand engagement and follow up more effectively when needed.

Preview Customer Portal

You’ve asked for it — and now it’s here. You can now preview the customer portal as a specific customer user.

Before sending an invitation or publishing the portal, you can easily check exactly what your customer will see. This helps ensure everything looks right, content is in place, and the experience is smooth — before going live.

Assign Owner to Onboarding Project

When a new onboarding project is created — for example, automatically from a closed deal in your CRM — you’ll now be prompted to assign a project owner.

The new assignment modal shows key information per teammate, so you can make an informed decision:

• Number of active projects;
• Average progress of their projects;
• Number of projects starting in the next 7 and 14 days;
• Upcoming out-of-office (OOO) status.

This helps distribute workload fairly and keep onboarding running smoothly.

Add Onboarding Tasks to Other Projects

ScopeCX lets you organize work into separate spaces and projects — and now you have even more flexibility.

You can now add onboarding tasks to other task lists or projects, which is especially useful when certain parts of the onboarding process require more detailed tracking. For example, if you're managing a complex task like Data Migration, you can link relevant onboarding tasks into a dedicated migration project with its own structure, views, and assignees.

This allows your team to manage cross-functional work more effectively, without losing context or duplicating tasks.

➕ Push task to Jira or link with existing Issue in just a few clicks

Need to involve your engineering team in an onboarding task? Easily push tasks to Jira or link them to existing issues.

➕ Automatically create Jira tasks when a new onboarding project starts

Do you have engineering tasks as part of your onboarding plan? Simply add them to your onboarding template, specify that they should be automatically pushed to Jira when a new project is created, and let automation handle the rest.

🔁 Full control over task property syncing

Customize how task details sync between Scope and Jira:

• Map task statuses;
• Sync any task properties;
• Automatically add watchers to Jira issues;
• Set default values for created Jira issues;
• Send attachments from Scope to Jira.

️💬 Flexible comment syncing options

Decide how comments should sync between Scope and Jira:

• Sync all Jira comments to Scope as internal or public comments
• Send only internal or public comments to Jira - or both

🔁 Bi-Directional Sync for Onboarding Project Fields and Deal Properties

Need to have Sales handoff notes in Scope or update Onboarding health in HubSpot? Now you can do it automatically. Simply create custom project fields in Scope and sync them bi-directionally with HubSpot properties.

📑 Attach Submitted Forms to HubSpot Deals and Companies

Scope’s powerful forms, which your team and customers can submit, can now be automatically sent to HubSpot, with a generated PDF attached to the corresponding deal or company.

📁 Automatically Attach Requested Files to HubSpot

When customers upload requested files, Scope can automatically send them to HubSpot and attach them to the relevant deal or company, based on your configuration.

🔁 Update HubSpot Properties When Tasks Are Completed

Need to track onboarding milestones in HubSpot? Now, when a task is completed in Scope, the corresponding HubSpot property updates automatically. For example, when a Training session is completed in Scope, HubSpot will reflect Training session completed property.

☑️ Close Tasks in Scope When HubSpot Properties Update

Scope lets you automate project workflows. Now, certain tasks can close automatically when a HubSpot property updates.

For example, if your first onboarding task is Sign a contract and you use DocuSign in HubSpot, Scope can automate the next steps:

• Once the contract is signed, HubSpot updates the property.
• Scope closes the Sign a contract task.
• Scope triggers follow-up actions like sending an initial questionnaire and scheduling a kickoff call.

📅 HubSpot Meeting Integration

You can now use HubSpot Meetings just like Calendly. Customers can schedule meetings with project implementation managers using their individual HubSpot meeting links.

Scope now automatically detects out-of-office responses or mentions of unavailability across all communication channels. It accurately identifies the specific dates someone will be unavailable, updates this information in real-time, and notifies your team - completely hands-free and fully automated.

With this feature, you can easily see if any participants in active onboarding projects are currently out of office or scheduled to be unavailable soon.

Scope highlights tasks assigned to out-of-office users with badges, helping project owners and teams anticipate potential delays and adjust timelines proactively.

Scope can also notify your team about out-of-office updates directly in your internal Slack channels.

✨ AI-driven reminders

AI automatically recognizes questions in communication and marks tasks as Waiting for response from your team or customer. It allows to configure different reminder flows for informational and questionable messages.

For example, if you update a task status or share some information, your customer will receive an email notification about it only once. However, if you ask your customer a question and expect a response, AI will recognize this and start reminding your customer that you're waiting for a reply. These reminders can be sent daily or according to your configured settings.

Dedicated view allows you to easily manage all your open conversations. This view shows open conversations where you or your customers are awaiting a response, the duration of waiting, and recently resolved conversations.

💬 Onboard your customers in Slack

New features and improvements for Slack integration provide the best experience to efficiently onboard your customers through Slack.

Internal and External Slack Channels

If you use Slack Connect to onboard your customers, Scope automatically creates a channel for this purpose and invites customer participants. Use the internal channel for communication within your team about the onboarding project. Soon, we'll also send many insights about customer interactions to this channel.

New message view for task activity

New task activity message is now more compact and easier to read, with automatically updated information about the assignee, status, and due date.

Discuss tasks in threads

Scope creates a single message for each task, and all updates about this task will be posted in its thread. All communication related to the task will occur within this thread. You can respond to customers directly in the thread as well.

📱 Dedicated pages for forms, file requests, and meetings

It's now easier than ever for your customers to take action. With our new dedicated pages, which don't require authorization (but remain secure with a secret URL), your customers can easily:

• Fill out forms
• Upload files
• Schedule meetings

If you need to manually share a link to this page for any project participant, you can generate a link using the Share action menu.

And other improvements

Add tasks from template into existing project

During a project, you may need to add tasks from another template. You can easily do this using the new Add tasks from template feature. For instance, after a kickoff call, you might realize you need to implement a Zapier integration with XYZ. If you have an existing template for this integration, you can easily add all its tasks and resources to your current project plan.

Reply via Email

Now, when your customers reply to any email notification or reminder from Scope, we'll store it as a project or task message and notify project participants. The new Reply via Email button in emails makes the experience as seamless as possible.

Task duplication

Create Slack channel for each onboarding project

Keep your team informed with real-time updates in Slack channels for customer onboarding projects.

Scope will automatically manage Slack channels:

• Create a channel in Slack whenever a new onboarding project is created in Scope
• Automatically archive the channel when the project is archived in Scope
• Add members to the channel when they are added to the project in Scope
• Automatically include Slack members which you want to add who are not Scope users.

This feature helps your team stay organized and connected throughout the onboarding process.

Slack canvas with project status, progress, and other information

Scope will now automatically create a channel canvas in Slack with project information, progress, and insights about due or blocked tasks, and keep it updated in real time.

Your team doesn’t even need to open Scope to see project details - they can view everything directly in Slack.

Dedicated Slack channel for high-level updates across all projects

Sometimes, team members don’t need all updates from every project but still want to stay informed about key events, such as changes in project progress, project delays, completions, or changes to planned launch dates.

For these cases, Scope can create a dedicated Slack channel that provides only high-level updates about all active projects.

Reply on project and task comments directly in Slack

Now, you can reply to project and task updates directly from Slack. Any message you leave in Slack channel will automatically be sent as a message in the project chat. You can also reply in threads to task updates or messages, and your response will appear in the task chat.

If you communicate with customers using email, Scope will send them email notifications about all these messages. This ensures your customers stay informed and can easily respond.

Use Slack Connect for efficient collaboration

Do you use Slack Connect to collaborate with customers? Scope can automatically invite your customers to the Slack channel created for their onboarding project.

This allows your customers to stay updated with project insights, receive activity notifications, and communicate with you effortlessly within the project context.

We're excited to introduce an incredibly important feature for customer onboarding – Custom Forms. Start gathering customer information more quickly and accurately with Scope's powerful and flexible forms.

Create questionnaires to accurately collect information

With Custom Forms, you can easily gather the exact information you need for a smooth onboarding process. For example, create forms for your sales team to capture essential details like customer goals, key contacts, requirements, and upselling opportunities when the customer transitions to the implementation stage.

You can also ask your customers to fill out forms, like sharing details about their current processes or integration needs.

Automate the process by scheduling these forms to be sent on specific days in your onboarding plan or after completing certain steps.

Save forms as templates for repeatable use

Create forms once and save them as templates to use when you needed. This way, you can easily use the same form for similar onboarding plans without having to recreate it each time. It’s an easy way to save time and keep things organized.

Share forms with customers

Easily share forms with your customers by automatically sending them an email when it’s planned. Scope will send the form submission request and follow up with reminders based on very flexible reminder settings, ensuring you get the information you need on time.

Mark tasks as done when forms are submitted

Move to the next onboarding steps without delays by automatically closing the task when the form is submitted and notifying everyone about the next actions they need to do.

Scheduled emails

Plan to send informational emails to your customers during onboarding projects. You can schedule these emails for a specific day of the onboarding process or after certain events. Here are a few use cases where they can be very useful:

• Send pre-training materials before the training call;
• Share useful articles or videos during the second week of onboarding;
• Congratulate customers after going live.

Create these emails in project templates and schedule them automatically when you launch new customer onboarding project.

Dynamic task start and due dates

Avoid delays by using dynamic task start dates instead of fixed dates. For example, imagine you assign a task for your customer to complete a questionnaire, giving them 5 days to do it. Once they finish, the next task is to schedule a kick-off call. Rather than setting the call task to start on a fixed date (e.g., the 6th day of the project), you can set it to start dynamically the day after the previous task is completed. If the customer completes the questionnaire sooner, the next task starts earlier, and they will be notified automatically. This ensures smoother and faster progress.

Relative start and due dates for tasks

When creating tasks in templates, you might not know the exact start or due dates, but you know when tasks should happen in the project timeline. With the relative start and due dates feature, you can set these in your templates.

When you create a new project, the relative dates automatically turn into specific dates based on the project’s start date. Scope will skip weekends to calculate all dates using business days only. This makes it easy to set up and manage tasks while keeping your timeline accurate.

Dynamic texts for personalization

Create personalized task descriptions, greeting messages, and scheduled emails using variables. Include the viewer's first and last name, project details, customer information, and task properties to generate dynamic text. This makes your communications more relevant and engaging for your customers.

Team and customer roles

By using team and customer roles in project templates, you can quickly assign all project tasks to the right people when setting up a new project. This makes task assignment fast and accurate from the start.

Very often, during onboarding, your customer needs to perform simple tasks, such as scheduling a meeting, uploading documents, reading documentation, approving something, or requesting changes, etc. Scope allows you to create such Quick Actions in tasks, providing your customers with the easiest way to do these actions.

Schedule a meeting

Ask your customer schedule a meeting using attached Calendly. For example, when you need ask your customer attend kick-off call you can just create task with this action.

Action buttons

Every time when you want to ask customer to open some link to do something, you can use Action buttons for this. For example, ask to Read API documentation, Provide API Key to secure storage, Watch product demo, etc.

File requests

Easiest way to ask you customer to upload any type of resources which you are waiting from them.

Approvals

When you need approve something during onboarding, for example, accuracy of data migrated from legacy software you can have a lot of back-n-force communication.

Emails for each type of action ensure clear communication and drive action

New greeting slides with a welcome kit and team introduction

First impressions are very important. When your customer opens the customer portal for the first time, they will see a beautiful slider featuring:

• A greeting message from the project owner with attached resources, such as a Getting Started Guide. Use this as your welcome kit, which you want to share with your customer first.
• Your team introduction who will be working on the onboarding with the customer. The customer will find their emails, phone numbers, links to book meetings, and even details about team member's responsibilities that they wish to share with the customer.

Focus on what customer needs to do next

It is always clear for your customer to know what they need to do next with a highlighted next priority block, which can also contain a simple call-to-action.

New task page with focus on essential information and a clear call to action

Fully redesigned task page with removal of any noise that could overwhelm your customer, focusing on essential information and clear action they need to do.

Call to Action on task cards

This is another way to show your customer a clear and simple action they need to do from their list of tasks. If a task is something straightforward, such as scheduling a meeting, uploading files, reading documentation, signing a contract, etc., they can simply click on the button and start to do it.

Helpful Resources and new Resources page

New page with resources useful for onboarding projects. Attach links, presentations, product demo videos, or other relevant materials.

Mark some resources as Helpful to highlight them on customer home page, ensuring they are always visible for easier reference.

Easily connect and configure HubSpot integration

Generic project management tools require complex configuration and developer resources to connect with your CRM. With Scope, in just a few clicks, anyone can connect your HubSpot account and select which onboarding project data you want to stream to HubSpot. Scope connects projects with HubSpot deals, creates properties that will always be up-to-date, and allows you to use them in any part of your CRM.

Create a new project and connect it to HubSpot deal

Now, when you create a new project, you can select a company and deal directly from HubSpot and start streaming this project's properties, activity, and messages to the HubSpot deal.

Full onboarding project visibility inside your HubSpot

Scope can send a variety of project properties and signals into your HubSpot for comprehensive visibility:

• Project status and owners;
• Project start date, target date, and duration;
• Project progress, including the number of blocked tasks on your side or the customer's side;
• Latest activity date of your team and customer.

Additionally, we set up a very useful CRM card with all the details about the onboarding project, which is located on the deal page in the right sidebar.

Streaming onboarding project activities and conversations into your deal

Based on your configuration of HubSpot integration, you can start streaming all communication inside the project into your deal activity. All these messages will be correctly associated with your deals, companies, and contacts. All your onboarding conversations are now stored in your CRM because of Scope. You can easily find all messages from your customer inside your customer or contact card.

Additionally, you can also stream project activity into deal. You will see important information in your deal activity, such as:

• Project status and timeframe changes;
• Tasks marked as started, done, blocked, or changed to any other status;
• Tasks with changed start or due dates.

Sync Companies and their contacts

When you add a company from your HubSpot into Scope, it will start automatically syncing, including all the company's contacts. There is no need to update it manually. It will always be up-to-date in Scope.

All project information, progress, latest customer engagement, and activity in one place

Now, you don't need to open each project individually to understand what is going on. On the dashboard view, you can see everything you need about projects:

• Project owners, customer users, and their latest engagement;
• Detailed progress and highlighting blockers inside projects;
• Project age, target date, and other important project dates;
• Your team's and customers' last activity.

You can customize the view as needed: hide data you don't need, sort by any column, and rearrange table columns.

Highlighted Projects Metrics

To control important metrics of your projects, we display a set of widgets with aggregated project information. Now you can use widgets such as:

• Number of projects by status;
• Delayed projects;
• Average project age;
• Projects going live next week/2 weeks/month/3 months.

All widgets are interactive, and you can easily click on a widget to filter projects. For example, to filter projects going live soon or those that are delayed.

Filter projects easily to find what you need

Find projects by owner, project status, or template. Additionally, you can use filter by any project dates. For example:

• Find all projects where customers were active this week;
• Find all projects that were closed last quarter.

Additional views with tasks across all projects in one place

With Scope views, you don't need to open each project individually to find the required information. Scope provides a set of views that offer a clear understanding of what is happening inside projects. You can find such views with tasks across all projects:

• Tasks in progress grouped by customers;
• Pending tasks assigned to your team and customer;
• Overdue tasks grouped by customers;
• Tasks with upcoming deadlines;
• Closed tasks.

Track billable or nonbillable project hours

Scope now allows you to seamlessly track time for onboarding projects or billable tasks. Time tracking can be utilized for internal efficiency tracking or reporting of billable hours.

Visibility of project / task hours can be customized to be customer-visible or kept internal-only.

Don't forget to add Tracked Time to your task card in the Display Settings of your board!

Customize column views

Want to configure your Onboarding project board based on phase, but want to hide the Post-GoLive phase? You can now hide columns directly from the Board view to keep clean visibility of your Project Board.

Display column progress

Scope now includes a progress bar to show the progress for all tasks within that Board column. Easily gauge the overall progress of an onboarding project phase!

Include a welcome message when sharing a project

Include a personalized or templated greeting message when sharing a new Scope project with company collaborators. When your collaborators are notified, they'll see the welcome message or initial call to action in email before they log in to Scope.

Click Save for later to convert this greeting message into a template for all future projects.

Enhanced emails allow direct chat replies

Scope now allows contributors to respond to chat notifications directly in email, without having to open Scope. Contributors can now update task status, respond to messages, or engage others via email notifications.

Configure bi-directional integrations with Salesforce, Hubspot, JIRA, Slack, and other existing systems

Scope can seamlessly plug into your existing workflows and tech stack!

Integrate Scope with your existing systems using our Open API & Webhooks, to enable bi-directional connectivity with other systems and automation of task creation or updates. Setup steps are easy to follow, and the Scope Team can assist with any setup or support needs for your integrations.

You'll need:

• Access to API settings of each existing system you want to connect to Scope (Salesforce, Hubspot, etc.)
• Scope Unlimited licenses

Access API & Webhook Settings in Scope:

• Locate API setup by clicking your Workspace Name in the top left corner, then Settings > API and webhooks.
• Click New Integration to begin setup for a new system connection.

Create a new API Connection:

• Enter Integration Name and Description and click Create.
• On General Info tab, copy Access Token and paste into API setup of the other system (Hubspot, Salesforce, etc.).
• Copy API Endpoint URL from the other system to paste into Scope.
• Click Webhooks tab and click New webhook.
• Paste the API Endpoint URL from the other system into the Target URL field in Scope.
• Under Search Event, select the specific Scope actions for the other system to initiate.

Security is the priority

Create as many integrations as you need, each with unique permission settings. To ensure security of your data, Scopes are disabled by default. Once enabled, you'll have bi-directional data access for the specific Scope data fields.

On the Scopes tab, enable permissions to pertinent data / fields.

Scope + Zapier and Make.com

Introducing Scope compatibility with Zapier and Make.com! Create automations in less than 10 minutes to sync Scope task activity with other systems.

Automations available for:

• Salesforce
• Google Apps (Gmail, Google Calendar, Google Sheets, Google Drive, Google Forms & more)
• Hubspot
• Mailchimp

More Zapier integrations available on the Zapier App Integrations page.

The Scope Team will help with setup & support on your integrations

Trying to create a Zendesk ticket from a Scope chat? Create a Scope task from an account status change in Salesforce? Something else?

We've got you covered. Reach out to the Scope team for help with setting up and supporting integrations between Scope and other systems.

Troubleshooting & FAQs

1. Do you have Developer API documentation?
   1. Developer documentation can be found using this link or in your Scope Settings.
2. I connected my source system (Hubspot, Salesforce, etc.), but it no longer is syncing Scope data. What are troubleshooting steps I can take?
   1. If your data sync pauses, re-copy the Access Code & API EndPoint URL to re-set the data connection.
3. There's a new integration or automation I'd like - can Scope build that for me?
   1. Reach out to the Scope Team for assistance with new integrations or automations!

Consolidate your internal-only tasks & messages with your onboarding workflow

Facilitate seamless internal onboarding workflows by creating internal-only or hidden process tasks & messages within your customer project workflow.

• Hidden Tasks are highlighted yellow and invisible to your customer users, allowing for easy internal handoffs, process steps, or reminders.
• Hidden Messages allow for effective internal-only discussions on customer-specific onboarding tasks.

Configure hidden fields to control task visibility

Configure any task field to be internal-only or read-only fields for customers, to enable balanced visibility of task information between your internal & customer users.

Monitor project engagement through task & page views

Track team engagement by identifying the last time team members have viewed project pages or individual tasks.

Drive customer progress through actionable email notifications

Improve communication & project momentum by keeping customer users informed on project changes & next steps.

• Take action - Reply or quickly update task status directly from delivered email notifications, without being prompted to log back into Scope.
• Flexible timing options - Send initial notification after 15 minutes, and reminders after 1, 3, or 7 days. Choose whether to send or shift weekend updates.
• Avoid email spam - Scope combines multiple notifications including effective level of detail on each task or update.

Notification Types

• Unread mentions quickly identifies where users have been engaged in direct messages, project updates, or general chats.
• Unread messages in chats provide visibility of general discussions happening across projects or general chats.
• Task assigned informs users quickly when project actions are required.
• Task blockers quickly flag roadblocks or issues holding up project progress.

Enable alignment on crucial tasks

Keep project team members at each customer informed & accountable when tasks are due soon or overdue.

Automatically send a weekly summary of overall onboarding project progress & next steps

Provide customer & internal project participants with an automatic weekly status update with project developments, upcoming tasks & blockers. Note weekly notifications are disabled by default to ensure no unintended emails are sent.