Connect Holded and Syncro

Both apps 33Holded 18Syncro 15

• Trigger
  New Contact

  Triggers when a new contact is created in Holded.

• Trigger
  New Deal

  Triggers when a new deal (lead) is created in a Holded CRM funnel.

• Trigger
  New Purchase Invoice

  Triggers when a new purchase invoice is created in Holded.

• Trigger
  New Sales Invoice

  Triggers when a new sales invoice is created in Holded.

• Trigger
  New Sales Order

  Triggers when a new sales order is created in Holded.

• Trigger
  New Sales Receipt

  Triggers when a new sales receipt is created in Holded.

• Action
  Create Payment

  Records a standalone payment in Holded.

• Action
  Create Product

  Creates a product in Holded.

• Action
  Create Purchase Invoice

  Creates a purchase invoice in Holded with its line items.

• Action
  Create Purchase Order

  Creates a purchase order in Holded with its line items.

• Action
  Create Quote

  Creates a quote (estimate) in Holded with its line items.

• Action
  Create Sales Invoice

  Creates a sales invoice in Holded with its line items.

• Action
  Create Sales Order

  Creates a sales order in Holded with its line items.

• Action
  Create Sales Receipt

  Creates a sales receipt in Holded with its line items.

• Action
  Find Contact

  Finds Holded contacts by phone, mobile or custom reference ID.

• Action
  Mark Credit Note as Paid

  Records a payment on a credit note, marking it paid.

• Action
  Send Invoice

  Emails a sales invoice to the given addresses.

• Action
  Send Sales Receipt

  Emails a sales receipt to the given addresses.

• 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 RMM Alert

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