--- title: "Connect Syncro to EveryAction - APIANT.ai" description: "When \"New Customer\" fires in Syncro, your agent runs \"Add Contact History\" in EveryAction." canonical: "https://apiant.ai/connect/syncro-to-everyaction" --- # Connect Syncro to EveryAction When **New Customer** fires in [Syncro](https://apiant.ai/connections/syncro), your agent runs **Add Contact History** in [EveryAction](https://apiant.ai/connections/everyaction). Describe the whole flow and it is built, tested on every scenario and kept running. Syncro **4** triggers Syncro **11** actions EveryAction **14** 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 EveryAction 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 EveryAction - When **New Customer** in Syncro then **Add Contact History** in EveryAction - When **New Invoice** in Syncro then **Add Note to Contact** in EveryAction 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 EveryAction ## Triggers and actions 4 triggers · 25 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 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 **Add a Contribution** Creates a contribution (donation) for a contact in EveryAction, credited to a designation. - Action **Add Activist Codes** Applies or removes an activist code on a person in EveryAction. - Action **Add Canvass Responses** Records a canvass interaction with a person: either a result code (e.g. not home) or a set of activist code, survey and volunteer activity responses. - Action **Add Contact History** Records a contact attempt (contact history with a result code, such as Not Home or Wrong Number) on a person in EveryAction. - Action **Add event** Creates a new event in EveryAction with its date range, event type, and optional locations, shifts, roles and notes. - Action **Add Note to Contact** Adds a free-form note to a contact (person) in EveryAction, optionally with a category and a contact history record. - Action **Add Survey Responses** Records a contact's answer to a survey question in EveryAction. - Action **Create Financial Batch** Creates a financial batch for grouping contributions under a designation. - Action **Create or Update Contact** Finds a contact matching the details given and updates it, or creates a new contact when no match exists. Returns the contact's VAN ID. - Action **Find Contact** Finds contacts matching the name, address, phone, or email criteria you provide. Matches are case-insensitive and match any value starting with what you enter. - Action **Find Financial Batch** Finds financial batches whose names contain the given text, optionally including unassigned, auto-generated and closed batches. - Action **Get activist code** Returns one activist code by its id, including its name, type, description, script question and status. - Action **Subscribe Email** Finds or creates a contact by email and marks that email address as subscribed. - Action **Tag a Contact** Applies a tag (or source code) to an existing contact in EveryAction. ## 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) - [ **EveryAction** EveryAction provides nonprofits with customer relationship management, donor management, and fundraising...](https://apiant.ai/connections/everyaction) 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 EveryAction - [ **HubSpot to EveryAction** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-everyaction) - [ **Salesforce to EveryAction** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-everyaction) - [ **Slack to EveryAction** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-everyaction) - [ **Google Sheets to EveryAction** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-everyaction) - [ **Gmail to EveryAction** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-everyaction) - [ **Google Calendar to EveryAction** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-everyaction) Questions ## Syncro and EveryAction, answered ### ### What can start an automation from Syncro? Any of Syncro's 4 triggers in the catalog, including New Customer, New Invoice, New RMM Alert and Ticket Status Changed. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in EveryAction when something happens in Syncro? Any of EveryAction's 14 actions, including Create Financial Batch, Create or Update Contact, Add a Contribution and Add Activist Codes. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from EveryAction to Syncro? EveryAction has no triggers in the catalog today, so automations start in Syncro. If you need the other direction, ask: your agent reads EveryAction's API documentation and adds it. ### ### Do I have to build a connector for Syncro or EveryAction? 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 EveryAction 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.