Connect SourceWhale and Syncro

Both apps 30SourceWhale 11Syncro 19

• Trigger
  Contact Added

  Triggers when a new person (candidate or contact) is added in SourceWhale.

• Trigger
  Contact Updated

  Triggers when a person (candidate or contact) is updated in SourceWhale.

• Trigger
  New Placement

  Triggers when a new placement is created in SourceWhale.

• Action
  Find activities

  Searches SourceWhale activities using structured filters such as activity type, person, project, company or creation date, and returns the matching activities.

• Action
  Find Company

  Finds SourceWhale companies whose name starts with the text you give.

• Action
  Find Contact

  Finds SourceWhale people whose email address contains the text you give.

• Action
  Get Company

  Returns one SourceWhale company by ID, with its name, website, industries and size.

• Action
  Get Contact

  Returns one SourceWhale person (candidate or contact) by ID, with name, role, location, emails and phones.

• Action
  Get Placement

  Returns one SourceWhale placement by ID, with the person, project, company, dates and rates.

• Action
  Get Project

  Returns one SourceWhale project (job) by ID, with its name, status, company, location and salary.

• Action
  List Users

  Lists the users on your SourceWhale team, with name, email and status.

• 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.