July 2026 Changelog

July was a month of integration and reliability work. Alongside fixes across HubSpot, ConnectWise, Salesforce, and DocuSign, we reorganized where account and user settings live, moved custom OAuth2 callbacks onto per-service-account credentials, and added several endpoints to the v2 API.

Settings and account menu, reorganized

We’ve changed where account and user settings live. The menu under your name in the top-right is now labeled User Profile, and its personal tab is called Personal Info.

Account-wide settings that used to sit on that personal page now live in Settings, under a new Account section, split into:

• Account Info — company name, logo, and address
• Account Preferences — date and time formats, level-of-effort defaults, and account-wide options

Both are available to admins with account-management permission. User management has also moved into Settings, under Users & Groups.

OAuth2 callbacks move to service account credentials

If your account uses a custom OAuth2 callback (Settings → OAuth Callback URL), that page has changed. You can still edit the redirect URL on an existing callback, but the client secret is no longer displayed, and creating a new account-wide callback has been replaced by per-service-account credentials, which give each integration its own scoped credentials.

Partnerships has been retired

Partnerships, also called ScopeStack Connect, is no longer available. It let you set up a relationship with another ScopeStack account and send Partner Requests to solicit service details from them.

To bring third-party services into a project, use Vendor Quotes instead. You can enter a vendor’s quote manually, apply markup or margin, and include those services as Professional or Managed Services, which covers the same need for most teams. Existing third-party services already on your projects are unaffected.

For integrators

• Webhook delivery history. New read-only endpoints return a webhook subscription’s delivery history: GET /v2/webhook-subscriptions/{id}/webhook-publications for the list and the same path with a publication id for a single record. Each entry reports status, HTTP status, source, contents, and timestamps, so you can debug failed or delayed deliveries.
• Service conditions gain a status and reordering. Service conditions now carry a status of required or optional that you can read and set via GET/PATCH, and a new PATCH /v2/service-conditions/{id}/moves endpoint reorders a condition to a given position.
• Writable governance hierarchy. Line of businesses and service categories can now be reordered, restored, and permanently purged through the v2 API, and service categories are now fully writable (create, update, and delete; creating one requires its parent line-of-business id). A new service-approvers resource assigns a user as an approver for a specific line of business.
• Duplicate blueprints and questionnaires directly. New endpoints duplicate a blueprint (POST /v2/blueprints/{id}/duplications) or a questionnaire (POST /v2/questionnaires/{id}/duplications) without going through a project, each producing a full copy with an auto-generated unique name.
• Fuller project duplication over the API. The duplicate-project endpoint (POST /v2/projects/{id}/duplications) now also copies vendor quotes, partner requests, expenses, and payment credits, which it previously left out.
• Connection settings accept product line items. A product_line_items value sent in a PSA or CRM connection’s settings is now accepted and saved instead of being silently dropped.
• Product unit price and cost now report the base per-unit amount. On /v2/project-products, unit_price and unit_cost return the base amount for a single unit, rather than a figure scaled by quantity or term. Totals continue to come from hardware_price and hardware_cost. If you read unit_price or unit_cost today, check that your integration is not applying its own scaling on top.
• Export a line of business to CSV over the API. A new POST /v2/line-of-businesses/download returns every service and subservice under the lines of business you specify, including service category, phase, resource, suggested hours, state, service type, billing frequency, service description, and any custom phase or language fields configured on your account.

Fixes

• HubSpot deal status and amount. ScopeStack’s HubSpot deal sync moved to HubSpot’s v3 API. Closed-won and closed-lost deals now import with the correct open or closed status, and deal amounts import correctly instead of always showing as zero.
• HubSpot company names. Deals picked up by incremental sync now show the correct associated company name instead of the deal’s own name.
• ConnectWise project picker. When pushing to ConnectWise and attaching to an existing project, the picker now lists all open projects on the board rather than only the first 25, and company and project lookups no longer hang when ConnectWise omits pagination details.
• Salesforce first sync. Completing the Salesforce connection now activates it so the first opportunity sync runs. Previously a newly connected Salesforce integration could report success but pull in no data.
• Single sign-on detection. Checking whether an email requires single sign-on no longer errors when you’re already signed in, and email addresses are now matched case-insensitively.
• Line of Business approvals. On the classic approval setup screen, saving a Line of Business approval no longer fails, a new approval is linked to the correct line of business, and reopening one to edit no longer hangs or shows a blank line of business.
• Pending Approvals. The “pending my approval” list now shows only approvals for projects still in an approval stage, and clicking a project there takes you straight to its Approvals section instead of the general edit page.
• Subservice merge fields on V1 templates. For projects using V1 document templates, subservice merge fields in a service description now render the subservice’s own quantity and name instead of the parent service’s values.
• DocuSign connection errors. If a DocuSign consent response can’t be matched or the authorization fails, you now see a clear message and return to the connections page instead of hitting an error.
• Service location on new projects. Entering a service location while creating a project no longer drops it. The app waits for the location to save and alerts you if it fails.
• Archive dialog wording. The batch confirmation on the Projects list now reads “Archive” or “Un-archive” to match the action you’re taking.
• Feature preference toggles. On the account feature-preferences screen, the on/off state now displays correctly for features whose access is targeted by account or user name.
• Duplicated subservice order. Duplicating a service with multiple subservices now keeps them in their original order with sequential numbering.
• CRM opportunity names. A CRM opportunity’s display name now updates whenever its underlying details change, instead of only when it was first created.

Getting Help

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