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ScopeStack Integration Guides
Getting Started
Start Here
General Information
Working in the Platform
Projects and the Dashboard
Managing Users
Project Management & Approvals
Key Settings Configuration: Phases, Lines of Business, & Resources
Basic Elements of Projects
General Information
Working with Professional Services
Blueprints
Concepts in Effort and Task Building
Basics
Working with Managed Services
Working with Products
Third Party Services
Partner Requests
Working with Surveys
Creating Document Templates
Basics
Making Your Own Documents
Other Resources
ScopeStack Integration Guides
Configuration Guides
CRM
PSA
E-Sign
Reporting
Advanced Integrations
Platform Updates
2025
2024
2023
2022
2021
2020
2019
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Help Center
ScopeStack Integration Guides
Getting Started
Start Here
General Information
Working in the Platform
Projects and the Dashboard
Managing Users
Project Management & Approvals
Key Settings Configuration: Phases, Lines of Business, & Resources
Basic Elements of Projects
General Information
Working with Professional Services
Blueprints
Concepts in Effort and Task Building
Basics
Working with Managed Services
Working with Products
Third Party Services
Partner Requests
Working with Surveys
Creating Document Templates
Basics
Making Your Own Documents
Other Resources
ScopeStack Integration Guides
Configuration Guides
CRM
PSA
E-Sign
Reporting
Advanced Integrations
Platform Updates
2025
2024
2023
2022
2021
2020
2019
ScopeStack Integration Guides
Learn how to configure connections between ScopeStack and some other common services, including CRMs.
Configuration Guides
Autotask Configuration Guide
HubSpot Configuration Guide
DocuSign Configuration Guide
ConnectWise Manage Configuration Guide
Microsoft Dynamics 365 Configuration Guide
Salesforce Configuration Guide
HaloPSA Manage Configuration Guide
See more
CRM
CRM Opportunity Syncing
ConnectWise Manage CRM Integration Extras
PSA
Connectwise Manage Project Creation for PSA
Autotask Project Creation for PSA
HaloPSA Project Creation for PSA
E-Sign
Sending Documents for Electronic Signature
Reporting
PowerBI Configuration Guide
