Connect Syncro to Avoma

Both apps 27Syncro 15Avoma 12

• 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.

• Action
  Get call

  Returns a single Avoma call by its external ID, including its CRM links, recording URL, processing state and linked meeting.

• Action
  Get meeting

  Returns a single Avoma meeting by its UUID, including its attendees, schedule, state, and recording and transcription details.

• Action
  Get meeting insights

  Returns the AI notes, keyword occurrences, popular keywords and speakers for a completed Avoma meeting.

• Action
  Get recording

  Returns the signed audio and video download links for the recording of an Avoma meeting. If the video is still being processed, returns a message instead of the links.

• Action
  Get transcription

  Returns the transcript of a meeting's recording, including the speakers, the timed transcript text and a link to the VTT file.

• Action
  List calls

  Returns the calls in your Avoma organization that started within a date range, optionally narrowed to inbound or outbound calls.

• Action
  List meetings

  Returns the meetings in your Avoma organization that started within a date range, optionally filtered by attendee, CRM record, recording length or meeting type.

• Action
  List notes

  Returns the AI-generated notes for meetings in a date range, optionally narrowed to one meeting or custom category.

• Action
  List scorecard evaluations

  Returns completed scorecard evaluations for meetings, optionally narrowed by date range, scorecard template, meeting or evaluated user.

• Action
  List users

  Returns the users in your Avoma organization, including each user's name, email, role, teams and status.

• Action
  Update call

  Updates an existing call's details in Avoma, such as its subject, participant names, meeting purpose and outcome, or linked CRM records, and returns the updated call.

• Action
  Upload Audio Call

  Creates a call in Avoma from a publicly reachable audio recording. Avoma downloads the recording and processes it into a transcript and notes, or uses a transcript you supply.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.