--- title: "Connect Previsto and Syncro - APIANT.ai" description: "When \"Completed Assignment\" fires in Previsto, your agent runs \"Create Contact\" in Syncro, or \"New Customer\" in Syncro to \"Create Contact\" in Previsto." canonical: "https://apiant.ai/connect/previsto-to-syncro" --- # Connect Previsto and Syncro When **Completed Assignment** fires in [Previsto](https://apiant.ai/connections/previsto), your agent runs **Create Contact** in [Syncro](https://apiant.ai/connections/syncro), or **New Customer** in Syncro to **Create Contact** in Previsto. Describe the whole flow and it is built, tested on every scenario and kept running. Previsto **5** triggers Previsto **13** 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 Previsto 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 Previsto and Syncro can do together ### From Previsto to Syncro - When **Completed Assignment** in Previsto then **Create Contact** in Syncro - When **Created Agreement** in Previsto then **Create Customer** in Syncro ### From Syncro to Previsto - When **New Customer** in Syncro then **Create Contact** in Previsto - When **New Invoice** in Syncro then **Update contact** in Previsto 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 Previsto and Syncro ## Triggers and actions 9 triggers · 24 actions - Trigger **Completed Assignment** Triggers when an assignment is marked as completed in Previsto. - Trigger **Created Agreement** Triggers when a new service agreement is created in Previsto. - Trigger **Created Assignment** Triggers when a new assignment is created in Previsto. - Trigger **Created Contact** Triggers when a new contact is created in your Previsto account, and hands on that contact's details. - Trigger **Updated Contact** Triggers when a contact is created or changed in your Previsto account, and hands on that contact's details. - Action **Create Agreement** Creates a service agreement in Previsto for one of your contacts, setting the work description, expected duration, price and how often it repeats. - Action **Create Assignment** Creates an assignment in Previsto for a customer and returns the created assignment. - Action **Create Contact** Creates a contact in Previsto with the name, address and billing details you supply, and returns the new contact including its id. - Action **Delete agreement** Deletes a service agreement from Previsto. - Action **Delete assignment** Deletes an assignment from Previsto. - Action **Delete contact** Deletes a contact from Previsto. - Action **Get account** Returns a single Previsto account, including its contact details, roles and location. - Action **Get agreement** Retrieves a single service agreement from Previsto, with its description, amount, schedule and linked contact. - Action **Get assignment** Returns one assignment from Previsto, including its contact, status, planned time, address and the tasks it covers. - Action **Get contact** Returns a single Previsto contact, including its address, billing settings and notification preferences. - Action **List contacts** Returns the contacts in your Previsto account, optionally narrowed to a name, email address, reference number or archived state. - Action **Update agreement** Updates a service agreement in Previsto and returns the updated agreement. - Action **Update contact** Updates an existing Previsto contact — its name, address, contact details, billing settings and your own extra information. - 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 - [ **Previsto** Previsto is a route planning tool for tasks and service agreements.](https://apiant.ai/connections/previsto) - [ **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 Previsto - [ **Previsto to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/previsto-to-salesforce) - [ **Previsto to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/previsto-to-slack) - [ **Previsto to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/previsto-to-stripe) - [ **Previsto to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/previsto-to-shopify) - [ **Previsto to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/previsto-to-quickbooks-online) - [ **Previsto to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/previsto-to-trello) ## 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 ## Previsto and Syncro, answered ### ### What can start an automation from Previsto? Any of Previsto's 5 triggers in the catalog, including Completed Assignment, Created Agreement, Created Assignment and Created Contact. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Syncro when something happens in Previsto? 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 Previsto? Yes. When something happens in Syncro, your agent can act in Previsto too. This page covers both directions: Syncro's triggers and Previsto's actions are listed here as well. ### ### Do I have to build a connector for Previsto 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 Previsto 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.