Integrations
Connect ScopeStack to your CRM, PSA, and other business tools. Use the API to build custom integrations or automate workflows.
Key articles
API OverviewBase URL, v1 vs v2 addressing, Swagger, and where to start.Building IntegrationsAuth flows, service accounts, token handling, pagination, and filtering.ConnectWise ManageConfigure and troubleshoot the ConnectWise integration.
Configuration guides
AutotaskConnect ScopeStack projects to Autotask.HaloPSAConfigure project delivery through HaloPSA.HubSpotConnect ScopeStack to HubSpot CRM.SalesforceConfigure ScopeStack project and opportunity syncing.Microsoft Dynamics 365Connect ScopeStack to Dynamics 365.DocuSignConnect DocuSign and add signature placeholders to your template.
Related
WebhooksSend project, service, and document status changes to Zapier, Power Automate, or any URL.CRM Opportunity SyncingWhich CRMs are supported and what syncs across.
AI assistants (MCP)
What is the ScopeStack MCP?Let AI assistants read and update your ScopeStack account directly.Connecting Your AI AssistantConnect any MCP client to the hosted endpoint with your ScopeStack credentials.How the MCP WorksAuthentication, permissions, and what an assistant is allowed to do.MCP Tool ReferenceThe consolidated tools, the migration map, and the legacy tools they replace.
Building with the API
API Quick StartGet your first authenticated API call working, including the common Postman mistake.Service Account CredentialsConnect external tools to the API without a person signing in through a browser.API Error CodesWhat each error code means and how to resolve it.API Auth TroubleshootingFixing invalid_client and invalid_grant when your credentials look correct.
More integrations
Connected AppsManage your CRM, PSA, e-signature, and file storage connections.Cloud File StorageConnect OneDrive, Dropbox, Google Drive, Box, and SharePoint.Power BIPull ScopeStack data into Power BI on a schedule, with no data gateway.
New to ScopeStack?
ScopeStack automates scoping, pricing, and SOW generation for IT services teams. See how it fits your process.
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