--- title: "Connect Hub Planner and Syncro - APIANT.ai" description: "When \"New Booking\" fires in Hub Planner, your agent runs \"Create Contact\" in Syncro, or \"New Customer\" in Syncro to \"Create Event\" in Hub Planner." canonical: "https://apiant.ai/connect/hub-planner-to-syncro" --- # Connect Hub Planner and Syncro When **New Booking** fires in [Hub Planner](https://apiant.ai/connections/hub-planner), your agent runs **Create Contact** in [Syncro](https://apiant.ai/connections/syncro), or **New Customer** in Syncro to **Create Event** in Hub Planner. Describe the whole flow and it is built, tested on every scenario and kept running. Hub Planner **4** triggers Hub Planner **11** actions Syncro **4** triggers Syncro **11** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Hub Planner and Syncro to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Hub Planner and Syncro can do together ### From Hub Planner to Syncro - When **New Booking** in Hub Planner then **Create Contact** in Syncro - When **New or Updated Project** in Hub Planner then **Create Customer** in Syncro ### From Syncro to Hub Planner - When **New Customer** in Syncro then **Create Event** in Hub Planner - When **New Invoice** in Syncro then **Create Project** in Hub Planner Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Hub Planner and Syncro ## Triggers and actions 8 triggers · 22 actions - Trigger **New Booking** Triggers when a new booking is created. - Trigger **New or Updated Project** Triggers when a project is created or updated. - Trigger **New or Updated Resource** Triggers when a resource is created or updated. - Trigger **New or Updated Time Entry** Triggers when a new time entry is created or updated. - Action **Create Booking** Create / Schedule a booking for resource and project or event. - Action **Create Event** Creates a new event. - Action **Create Milestone** Create a Milestone for a Project. - Action **Create Project** Creates a new project. - Action **Create Time Entry** Create timeEntry for resource and project. - Action **Find Booking** Find Booking by id. - Action **Find Event** Find event by name or id. - Action **Find Project** Find project by name, code or id. - Action **Find Resource** Find resource by it's ID, name or email address. - Action **Find TimeEntry** Find timeentry by id. - Action **Update Booking** Updates an existing booking. - 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. ## Each app on its own - [ **Hub Planner** Hub Planner is a resource planning and scheduling service with timesheets and dynamic reporting.](https://apiant.ai/connections/hub-planner) - [ **Syncro** Syncro is a platform to manage your IT Consulting / Managed Services business with CRM, Ticketing...](https://apiant.ai/connections/syncro) Reviews ## What our customers say ## More from Hub Planner - [ **Hub Planner to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hub-planner-to-hubspot) - [ **Hub Planner to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/hub-planner-to-salesforce) - [ **Hub Planner to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/hub-planner-to-slack) - [ **Hub Planner to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/hub-planner-to-mailchimp) - [ **Hub Planner to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/hub-planner-to-stripe) - [ **Hub Planner to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/hub-planner-to-shopify) ## More into Syncro - [ **HubSpot to Syncro** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-syncro) - [ **Salesforce to Syncro** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-syncro) - [ **Slack to Syncro** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-syncro) - [ **Google Sheets to Syncro** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-syncro) - [ **Gmail to Syncro** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-syncro) - [ **Google Calendar to Syncro** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-syncro) Questions ## Hub Planner and Syncro, answered ### ### What can start an automation from Hub Planner? Any of Hub Planner's 4 triggers in the catalog, including New Booking, New or Updated Project, New or Updated Resource and New or Updated Time Entry. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Syncro when something happens in Hub Planner? Any of Syncro's 11 actions, including Create Appointment, Create Contact, Create Customer and Create Estimate. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Syncro to Hub Planner? Yes. When something happens in Syncro, your agent can act in Hub Planner too. This page covers both directions: Syncro's triggers and Hub Planner's actions are listed here as well. ### ### Do I have to build a connector for Hub Planner or Syncro? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Hub Planner and Syncro without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.