--- title: "Connect Syncro to Atlas AI Revenue Engine - APIANT.ai" description: "When \"New Customer\" fires in Syncro, your agent runs \"Add contact\" in Atlas AI Revenue Engine." canonical: "https://apiant.ai/connect/syncro-to-atlas-ai-revenue-engine" --- # Connect Syncro to Atlas AI Revenue Engine When **New Customer** fires in [Syncro](https://apiant.ai/connections/syncro), your agent runs **Add contact** in [Atlas AI Revenue Engine](https://apiant.ai/connections/atlas-ai-revenue-engine). Describe the whole flow and it is built, tested on every scenario and kept running. Syncro **7** triggers Syncro **11** actions Atlas AI Revenue Engine **17** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Syncro and Atlas AI Revenue Engine 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 Syncro can start in Atlas AI Revenue Engine - When **New Customer** in Syncro then **Add contact** in Atlas AI Revenue Engine - When **New Invoice** in Syncro then **Update contact** in Atlas AI Revenue Engine 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 Atlas AI Revenue Engine ## Triggers and actions 7 triggers · 28 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 **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 agent** Create a new AI agent from a template for a campaign. - Action **Add campaign** Create a new outbound/inbound calling campaign. - Action **Add contact** Manually add a contact to a campaign's contact list. - Action **Add tool** Create a new AI agent tool. - Action **Delete campaign** Delete a campaign. - Action **Delete contact** Delete a contact. - Action **Delete knowledge file** Delete a knowledge base file. - Action **Delete tool** Delete an AI agent tool. - Action **Get agent** Retrieve an AI agent by ID. - Action **Get campaign** Retrieve a campaign by ID. - Action **List campaigns** List all campaigns. - Action **List contacts** List contacts for a campaign. - Action **List knowledge files** List uploaded knowledge base files. - Action **List tools** List all AI agent tools. - Action **Update campaign** Update a campaign's settings. - Action **Update contact** Update a contact's details. - Action **Update tool** Update an AI agent tool's configuration. ## Each app on its own - [ **Syncro** Syncro is a platform to manage your IT Consulting / Managed Services business with CRM, Ticketing...](https://apiant.ai/connections/syncro) - [ **Atlas AI Revenue Engine** Atlas AI Revenue Engine is an expert-led AI voice platform to handle customer calls.](https://apiant.ai/connections/atlas-ai-revenue-engine) Reviews ## What our customers say ## More from Syncro - [ **Syncro to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/syncro-to-trello) - [ **Syncro to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/syncro-to-zoom) - [ **Syncro to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/syncro-to-twilio) - [ **Syncro to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/syncro-to-typeform) - [ **Syncro to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/syncro-to-webflow) - [ **Syncro to Wix** The Wix website builder gives businesses of any size the tools to create, manage and grow a fully integrated...](https://apiant.ai/connect/syncro-to-wix) ## More into Atlas AI Revenue Engine - [ **The Report of the Week to Atlas AI Revenue Engine** The Report of the Week is an open-source dataset of food and energy-drink reviews published by the review...](https://apiant.ai/connect/the-report-of-the-week-to-atlas-ai-revenue-engine) - [ **HubSpot to Atlas AI Revenue Engine** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-atlas-ai-revenue-engine) - [ **Salesforce to Atlas AI Revenue Engine** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-atlas-ai-revenue-engine) - [ **Slack to Atlas AI Revenue Engine** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-atlas-ai-revenue-engine) - [ **Google Sheets to Atlas AI Revenue Engine** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-atlas-ai-revenue-engine) - [ **Gmail to Atlas AI Revenue Engine** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-atlas-ai-revenue-engine) Questions ## Syncro and Atlas AI Revenue Engine, 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 Atlas AI Revenue Engine when something happens in Syncro? Any of Atlas AI Revenue Engine's 17 actions, including Update campaign, Update contact, Update tool and Add agent. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Atlas AI Revenue Engine to Syncro? Atlas AI Revenue Engine has no triggers in the catalog today, so automations start in Syncro. If you need the other direction, ask: your agent reads Atlas AI Revenue Engine's API documentation and adds it. ### ### Do I have to build a connector for Syncro or Atlas AI Revenue Engine? 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 Atlas AI Revenue Engine 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.