Connect SegMetrics and Syncro

Both apps 34SegMetrics 15Syncro 19

• Trigger
  New Contact in Report

  Triggers when a new contact appears in a SegMetrics report (leads, revenue, ads or subscriptions).

• Action
  Add or Update a Contact

  Adds a contact to a SegMetrics integration, or updates it when the contact ID or email already exists.

• Action
  Add or Update an Order

  Adds a purchase (invoice) to a contact in a SegMetrics integration, or updates it when the invoice ID already exists.

• Action
  Add or Update Product

  Adds a product to a SegMetrics integration, or updates it when the product ID already exists.

• Action
  Add or Update Subscription

  Adds a subscription to a contact in a SegMetrics integration, or updates it when the subscription ID already exists.

• Action
  Add Tag to Contact

  Adds one or more tags, by name, to a contact in a SegMetrics integration.

• Action
  Delete Contact

  Permanently deletes a contact, by contact ID or email, from a SegMetrics integration.

• Action
  Delete Order

  Permanently deletes an order (invoice) from a SegMetrics integration.

• Action
  Delete Subscription

  Permanently deletes a subscription from a SegMetrics integration.

• Action
  Get Contact

  Returns one SegMetrics contact and, optionally, their tags, orders and web events, looked up by email or contact ID.

• Action
  Get Report Data

  Returns the KPIs, graph series and table rows of a SegMetrics report (leads, revenue, ads or subscriptions) for a date range.

• Action
  List Report Contacts

  Returns one page of the contacts (with their customer journey) in a SegMetrics report for a date range.

• Action
  Record Ad Performance

  Records one day of performance (spend, clicks, impressions) for an ad in SegMetrics.

• Action
  Remove Tag From Contact

  Removes one or more tags, by name, from a contact in a SegMetrics integration.

• Action
  Run Report Query

  Runs an ad-hoc SegMetrics report query (type, dimensions, metrics, date range) and returns its fields, rows and totals.

• 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 Payment

  Triggers when a new payment is recorded in Syncro.

• Trigger
  New RMM Alert

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

• Trigger
  New Ticket

  Triggers when a new ticket is created in Syncro, optionally limited to a customer, contact, status, assignee or search.

• Trigger
  Ticket Resolved

  Triggers when a ticket is marked Resolved 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
  Log Call

  Logs a phone call in Syncro by phone number and returns the matching customer's name and ticket status.

• 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.