--- title: "Connect SeekTable and Syncro - APIANT.ai" description: "When \"New CSV Cube\" fires in SeekTable, your agent runs \"Create Contact\" in Syncro, or \"New Customer\" in Syncro to \"Upload CSV File\" in SeekTable." canonical: "https://apiant.ai/connect/seektable-to-syncro" --- # Connect SeekTable and Syncro When **New CSV Cube** fires in [SeekTable](https://apiant.ai/connections/seektable), your agent runs **Create Contact** in [Syncro](https://apiant.ai/connections/syncro), or **New Customer** in Syncro to **Upload CSV File** in SeekTable. Describe the whole flow and it is built, tested on every scenario and kept running. SeekTable **1** trigger SeekTable **1** action 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 SeekTable 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 SeekTable and Syncro can do together ### From SeekTable to Syncro - When **New CSV Cube** in SeekTable then **Create Contact** in Syncro - When **New CSV Cube** in SeekTable then **Create Customer** in Syncro ### From Syncro to SeekTable - When **New Customer** in Syncro then **Upload CSV File** in SeekTable 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 SeekTable and Syncro ## Triggers and actions 5 triggers · 12 actions - Trigger **New CSV Cube** Triggers when a new cube is added. - Action **Upload CSV File** Uploads a CSV file and creates new or refreshes existing CSV cube. - 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 - [ **SeekTable** Data exploration and reporting tool to create pivot tables, charts, tabular reports.](https://apiant.ai/connections/seektable) - [ **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 SeekTable - [ **SeekTable to Ducks Unlimited** Ducks Unlimited publishes its conservation and chapter geodata through an ArcGIS open-data portal.](https://apiant.ai/connect/seektable-to-ducks-unlimited) - [ **SeekTable to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/seektable-to-slack) - [ **SeekTable to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/seektable-to-stripe) - [ **SeekTable to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/seektable-to-shopify) - [ **SeekTable to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/seektable-to-trello) - [ **SeekTable to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/seektable-to-zoom) ## 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 ## SeekTable and Syncro, answered ### ### What can start an automation from SeekTable? Any of SeekTable's 1 trigger in the catalog, including New CSV Cube. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Syncro when something happens in SeekTable? 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 SeekTable? Yes. When something happens in Syncro, your agent can act in SeekTable too. This page covers both directions: Syncro's triggers and SeekTable's actions are listed here as well. ### ### Do I have to build a connector for SeekTable 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 SeekTable 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.