--- title: "Connect Severa and Syncro - APIANT.ai" description: "When \"New Phase Is Created\" fires in Severa, your agent runs \"Create Contact\" in Syncro." canonical: "https://apiant.ai/connect/severa-to-syncro" --- # Connect Severa and Syncro When **New Phase Is Created** fires in [Severa](https://apiant.ai/connections/severa), your agent runs **Create Contact** in [Syncro](https://apiant.ai/connections/syncro), or **New Customer** in Syncro to **Create Address for Customer** in Severa. Describe the whole flow and it is built, tested on every scenario and kept running. Severa **4** triggers Severa **8** 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 Severa 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 Severa and Syncro can do together ### From Severa to Syncro - When **New Phase Is Created** in Severa then **Create Contact** in Syncro - When **New Project Is Created** in Severa then **Create Customer** in Syncro ### From Syncro to Severa - When **New Customer** in Syncro then **Create Address for Customer** in Severa - When **New Invoice** in Syncro then **Search Invoices** in Severa 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 Severa and Syncro ## Triggers and actions 8 triggers · 19 actions - Trigger **New Phase Is Created** Triggered when a new phase is created in Severa, optionally limited to a phase code or specific projects. - Trigger **New Project Is Created** Triggers when a new project is created in Severa. - Trigger **Phase Status Change** Triggers when a phase's status changes in Severa, including the status a new phase starts with. - Trigger **Project Status Change** Triggers when a project's status changes in Severa. Returns the project with its new status. - Action **Create Activity** Creates an activity (calendar entry, task, sales event or absence) in Severa. - Action **Create Address for Customer** Creates a new address on a Severa customer and returns the created address. - Action **Create Contact for Customer** Creates a contact person under an existing Severa customer and returns the new contact. - Action **Create Phase** Creates a new phase under a project's phase hierarchy in Severa. - Action **Search Customer Contacts** Searches a customer's contact persons by name, phone number or email address, returning up to 100 matching contacts. - Action **Search Customers** Searches Severa customers by name, email, customer number, VAT or KVK number, owner, status or change date and returns the matching customers. - Action **Search Invoices** Searches Severa invoices by customer, project, status, number, reference number, dates or totals and returns the matching invoices. - Action **Search Projects** Returns the projects that match the criteria you specify, such as project number, customer, status, owner or change date. - 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 - [ **Severa** Lead your professional business in one software with Severa.](https://apiant.ai/connections/severa) - [ **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 Severa - [ **Severa to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/severa-to-slack) - [ **Severa to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/severa-to-stripe) - [ **Severa to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/severa-to-shopify) - [ **Severa to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/severa-to-trello) - [ **Severa to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/severa-to-zoom) - [ **Severa to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/severa-to-twilio) ## 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 ## Severa and Syncro, answered ### ### What can start an automation from Severa? Any of Severa's 4 triggers in the catalog, including New Phase Is Created, New Project Is Created, Phase Status Change and Project Status Change. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Syncro when something happens in Severa? 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 Severa? Yes. When something happens in Syncro, your agent can act in Severa too. This page covers both directions: Syncro's triggers and Severa's actions are listed here as well. ### ### Do I have to build a connector for Severa 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 Severa 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.