--- title: "Connect OKrunit and Syncro - APIANT.ai" description: "When \"New Approval Request\" fires in OKrunit, your agent runs \"Create Contact\" in Syncro, or \"New Customer\" in Syncro to \"Add Comment\" in OKrunit." canonical: "https://apiant.ai/connect/okrunit-to-syncro" --- # Connect OKrunit and Syncro When **New Approval Request** fires in [OKrunit](https://apiant.ai/connections/okrunit), your agent runs **Create Contact** in [Syncro](https://apiant.ai/connections/syncro), or **New Customer** in Syncro to **Add Comment** in OKrunit. Describe the whole flow and it is built, tested on every scenario and kept running. OKrunit **2** triggers OKrunit **4** 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 OKrunit 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 OKrunit and Syncro can do together ### From OKrunit to Syncro - When **New Approval Request** in OKrunit then **Create Contact** in Syncro - When **Approval Decided** in OKrunit then **Create Customer** in Syncro ### From Syncro to OKrunit - When **New Customer** in Syncro then **Add Comment** in OKrunit - When **New Invoice** in Syncro then **Request Approval** in OKrunit 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 OKrunit and Syncro ## Triggers and actions 6 triggers · 15 actions - Trigger **Approval Decided** Triggers when an approval request is approved or rejected. - Trigger **New Approval Request** Triggers when a new approval request is created in your organization. - Action **Add Comment** Add a comment to an existing approval request. - Action **Find Approval Request** Find a specific approval request by its ID. - Action **Find Approvals** Search for approval requests with filters. - Action **Request Approval** Create an approval request for a person to approve or reject. The request is created immediately and starts out pending; watch the Approval Decided trigger for the outcome. - 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 - [ **OKrunit** OKrunit is a human approval layer for AI workflows.](https://apiant.ai/connections/okrunit) - [ **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 OKrunit - [ **OKrunit to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/okrunit-to-hubspot) - [ **OKrunit to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/okrunit-to-salesforce) - [ **OKrunit to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/okrunit-to-slack) - [ **OKrunit to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/okrunit-to-stripe) - [ **OKrunit to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/okrunit-to-shopify) - [ **OKrunit to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/okrunit-to-quickbooks-online) ## 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 ## OKrunit and Syncro, answered ### ### What can start an automation from OKrunit? Any of OKrunit's 2 triggers in the catalog, including New Approval Request and Approval Decided. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Syncro when something happens in OKrunit? 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 OKrunit? Yes. When something happens in Syncro, your agent can act in OKrunit too. This page covers both directions: Syncro's triggers and OKrunit's actions are listed here as well. ### ### Do I have to build a connector for OKrunit 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 OKrunit 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.