Connect SolarMarket and Syncro

Both apps 36SolarMarket 17Syncro 19

• Trigger
  New Client

  Triggers when a new client is created in SolarMarket.

• Trigger
  New Project

  Triggers when a new project is created in SolarMarket.

• Action
  Create Client

  Creates a client.

• Action
  Create Project

  Creates a project in SolarMarket, linked to an existing client or a new client created at the same time.

• Action
  Delete Client

  Deletes a client.

• Action
  Delete Project

  Deletes a project.

• Action
  Find Active Proposal

  Returns the active proposal of a project, including its pricing table and variables.

• Action
  Find Custom Account Fields

  Finds the account's custom field definitions by ID or key.

• Action
  Find Customer

  Finds clients by ID, email, CNPJ/CPF, name, phone or creation date.

• Action
  Find Custom Fields Associated With a Project

  Returns the custom field values set on a project.

• Action
  Find Funnels

  Finds sales funnels and their stages by ID or name.

• Action
  Find Funnels Associated With a Project

  Returns the funnels a project is in and its current stage in each.

• Action
  Find Project

  Finds projects by ID, name, client or creation date.

• Action
  Find User

  Finds users of your SolarMarket account by ID, name or email.

• Action
  Update Client

  Updates a client; only the fields you fill are changed.

• Action
  Update Custom Field Associated With a Project

  Sets the value of a custom field on a project.

• Action
  Update Project

  Updates a project; only the fields you fill are changed.

• 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.