Integration

Connect Syncro to Allo

When New Customer fires in Syncro, your agent runs Add Tag to Conversation Item in Allo. Describe the whole flow and it is built, tested on every scenario and kept running.

Syncro7 triggers Syncro12 actions Allo21 actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

Build solutions, not workarounds.

What do you want Syncro and Allo to do together?

Ask the assistant

Connect your AI client

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

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

Cursor

Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.

Setup guide

Zed

Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.

Setup guide

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

Grok

Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.

Setup guide

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

Example flows

What Syncro can start in Allo

When New Customer in Syncrothen Add Tag to Conversation Item in Allo
When New Invoice in Syncrothen Add Thread Comment in Allo

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 Syncro and Allo

Triggers and actions 7 triggers · 33 actions

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.
Action
Add Tag to Conversation Item
Adds a tag to a call or SMS.
Action
Add Thread Comment
Adds a comment to an internal discussion thread.
Action
Get Company
Returns one company from the Allo CRM.
Action
Get Conversation Item
Returns one call or SMS, including its summary and transcript.
Action
Get Deal
Returns one deal from the Allo CRM.
Action
Get Person
Returns one person from the Allo CRM.
Action
Get User
Returns one user on your Allo team.
Action
List Conversation Notes
Returns the notes on the conversation with a contact number.
Action
List Conversations
Returns conversations grouped by contact number, with their latest activity.
Action
List Phone Numbers
Returns the Allo phone numbers on your team.
Action
List Tags
Returns the tags in your Allo workspace.
Action
List Threads
Returns internal discussion threads.
Action
List Users
Returns the users on your Allo team.
Action
Search Companies
Returns companies in the Allo CRM matching the given filters.
Action
Search Conversation Items
Returns calls, SMS and other conversation items matching the given filters.
Action
Search Deals
Returns deals in the Allo CRM matching the given filters.
Action
Search People
Returns people in the Allo CRM matching the given filters.
Action
Send Fax
Sends a PDF document as a fax from one of your Allo numbers.
Action
Send SMS
Sends an SMS from one of your Allo numbers.
Action
Update Company
Updates a company in the Allo CRM.
Action
Update Person
Updates a person in the Allo CRM.

Each app on its own

Reviews

What our customers say

More into Allo

Questions

Syncro and Allo, answered

What can start an automation from Syncro?

Any of Syncro's 7 triggers in the catalog, including New Customer, New Invoice, New Payment and New RMM Alert. Describe the moment in plain language and your agent picks the right one.

What can your agent do in Allo when something happens in Syncro?

Any of Allo's 21 actions, including Send Fax, Send SMS, Update Company and Update Person. Your agent maps the data both ways and tests every scenario before it ships.

Can it also run from Allo to Syncro?

Allo has no triggers in the catalog today, so automations start in Syncro. If you need the other direction, ask: your agent reads Allo's API documentation and adds it.

Do I have to build a connector for Syncro or Allo?

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 Syncro and Allo 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.

Connect Syncro to Allo

What do you want Syncro and Allo to do together?

What Syncro can start in Allo

Triggers and actions 7 triggers · 33 actions

Each app on its own

What our customers say

More from Syncro

More into Allo

Syncro and Allo, answered

What can start an automation from Syncro?

What can your agent do in Allo when something happens in Syncro?

Can it also run from Allo to Syncro?

Do I have to build a connector for Syncro or Allo?

Can my AI client use Syncro and Allo without building an automation?

What happens when something fails?

Is there a free plan?