Connect Econodata and Syncro

Both apps 32Econodata 13Syncro 19

• Trigger
  New Company in Saved Search

  Triggers when a new company appears in one of your shared Econodata saved searches.

• Action
  Count Companies

  Returns how many companies match a set of segmentation filters (status, state, city, CNAE, size, revenue, keywords and more), without returning the companies themselves.

• Action
  Count Companies by Saved Search

  Counts how many companies are in one of the account's saved searches.

• Action
  Find Company

  Finds one company by CNPJ, CNPJ root, website or email and returns its record.

• Action
  Get Account Balance

  Returns how many Econodata tokens the account has left.

• Action
  Get Economic Group

  Lists companies linked to a company through shared partners (its economic group), one page at a time.

• Action
  Get Tag Job Status

  Returns the progress of a queued tag job: its status and how many companies were processed or failed.

• Action
  List Company People

  Lists a company's decision makers or employees, one page at a time.

• Action
  List Saved Searches

  Lists the saved searches shared in the Econodata account.

• Action
  Lookup Companies by CNPJ

  Returns the company records for a list of up to 100 CNPJs, plus any CNPJs that could not be found.

• Action
  Match Company

  Finds the companies that best match loose details such as a name, state, website, phone or email, ranked by confidence.

• Action
  Search Companies

  Searches Brazilian companies matching segmentation filters (state, city, CNAE, size, revenue, keywords and more) and returns one page of results.

• Action
  Search Companies by Saved Search

  Returns one page of companies from one of the account's saved searches, with a cursor for the next page.

• Trigger
  New Customer

  Triggers when a new customer is created in Syncro.

• Trigger
  New Invoice

  Triggers when a new invoice is created in Syncro.

• Trigger
  New Payment

  Triggers when a new payment is recorded in Syncro.

• Trigger
  New RMM Alert

  Triggers when a new RMM alert is raised on a monitored asset in Syncro.

• Trigger
  New Ticket

  Triggers when a new ticket is created in Syncro, optionally limited to a customer, contact, status, assignee or search.

• Trigger
  Ticket Resolved

  Triggers when a ticket is marked Resolved in Syncro.

• Trigger
  Ticket Status Changed

  Triggers when a Syncro ticket moves to a different status.

• Action
  Create Appointment

  Creates an appointment in Syncro, optionally linked to a customer, ticket and technicians.

• Action
  Create Contact

  Creates a contact under an existing Syncro customer.

• Action
  Create Customer

  Creates a new customer in Syncro with contact details, address, and notification preferences.

• Action
  Create Estimate

  Creates an estimate for a customer in Syncro, optionally with line items.

• Action
  Create Lead

  Creates a new lead in Syncro with the contact details and optional ticket information you provide.

• Action
  Create Ticket

  Creates a ticket for a customer in Syncro.

• Action
  Create Ticket Timer Entry

  Logs a time entry against a Syncro ticket, recording when work started and ended (or how long it took) and any notes.

• Action
  Find Customer

  Finds customers by search text, email, name, business name or ID and returns the matching customers.

• Action
  Log Call

  Logs a phone call in Syncro by phone number and returns the matching customer's name and ticket status.

• Action
  Update Contact

  Updates an existing contact in Syncro, changing its name, address, email, phone and other details.

• Action
  Update Customer

  Updates an existing customer in Syncro. Only the fields you fill in are changed.

• Action
  Update Ticket

  Updates an existing Syncro ticket's subject, status, assignment, dates and other details. Only the fields you fill in are changed.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.