What you can automate

When new Customer in Syncro, find or create account, then find or create contact, then add contact to account in Salesflare.

When new Invoice in Syncro, create opportunity, then find or create contact in Salesflare.

When new Payment in Syncro, create opportunity, then find or create contact in Salesflare.

When new Ticket in Syncro, create task in Salesflare.

When ticket Status Changed in Syncro, create task in Salesflare.

When new Opportunity in Salesflare, create Estimate in Syncro.

About Syncro

Syncro is a platform to manage your IT Consulting / Managed Services business with CRM, Ticketing, full-featured RMM (remote machine management) and an emphasis on great communication.

Syncro operations on Zapier

Triggers (7)

Start a workflow when this happens

New Customer — Triggers when you create a customer.
New Invoice — Triggers when a new invoice is created.
New Payment — Triggers when a payment is made.
New RMM Alert — Triggers when an RMM Alert is created.
New Ticket — Triggers when a Ticket is created.

Show 2 more triggers

Ticket Resolved — Triggers when a Ticket is marked "Resolved".
Ticket Status Changed — Triggers when a Ticket status is changed.

Actions (11)

Things Salesflare can make it do

Create Appointment — Creates an Appointment
Create Contact — Creates a Contact
Create Customer — Creates a Customer in your Syncro account.
Create Estimate — Creates an Estimate
Create Lead — Creates a Lead in your Syncro account.

Show 6 more actions

Create Ticket — Creates a Ticket in your Syncro account.
Create Ticket Timer Entry — Creates a Ticket Timer Entry
Log Call — Creates a Call Log in your Syncro account.
Update Contact — Updates a Contact
Update Customer — Updates a Customer
Update Ticket — Updates a Ticket

Searches (1)

Look up existing records

Find Customer — Finds an existing customer.

Syncro operations on Make

Triggers (5)

Start a workflow when this happens

Watch New Customers — Triggers when a new customer has been created.
Watch New Invoices — Triggers when a new invoice has been added.
Watch New Payments — Triggers when a new payment has been added.
Watch New RMM Alerts — Triggers when a new RMM alert has been added.
Watch Ticket — Triggers when a ticket has been created, updated or resolved.

Actions (12)

Things Salesflare can make it do

Create a Customer — Creates a new customer.
Create a Lead — Creates a new lead.
Create a Ticket — Creates a new ticket.
Delete a Customer — Deletes a customer specified by ID.
Delete a Ticket — Deletes a ticket specified by ID.

Show 7 more actions

Get a Customer — Retrieves a single customer specified by ID.
Get a Lead — Retrieves a single lead specified by ID.
Get a Ticket — Retrieves a single ticket specified by ID.
Make an API Call — Performs an arbitary authorized API call.
Update a Customer — Updates a customer specified by ID.
Update a Lead — Updates a lead specified by ID.
Update a Ticket — Updates a ticket specified by ID.

Searches (3)