Connect Syncro to Fundraise Up

Both apps 33Syncro 15Fundraise Up 18

• 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 designation

  Creates a new designation (a fund that donations can be allocated to) in your Fundraise Up account and returns it.

• Action
  Add donation

  Creates a one-time donation, or a recurring plan when a frequency is given, charged to a Stripe payment method in your Fundraise Up account.

• Action
  Add fundraiser

  Creates a Fundraiser — a supporter-led fundraising page connected to one of your campaigns — and returns the new fundraiser.

• Action
  Delete designation

  Deletes a designation. A designation can't be deleted if it is the account's default designation or is still used by donations, recurring plans, campaigns or gift catalogs.

• Action
  Get campaign

  Returns one Fundraise Up campaign with its status, currency, donation frequencies, tags and assigned designations.

• Action
  Get designation

  Returns a single designation (fund) by its id, including its name, code, default flag, account and timestamps.

• Action
  Get donation

  Returns one donation by its id, including amount, status, campaign, designation, supporter, payment details and the campaign's custom fields.

• Action
  Get recurring plan

  Returns one recurring donation plan, including its amount, frequency, status, supporter, campaign, designation, payment details and custom fields.

• Action
  Get supporter

  Returns one supporter's details, such as name, email, language, mailing address, phone number and employer.

• Action
  List campaigns

  Returns your Fundraise Up campaigns, optionally filtered by account, designation or creation date.

• Action
  List designations

  Returns the designations (fund allocation categories) in your Fundraise Up account, including ones inherited from a parent account, optionally filtered by campaign or creation date.

• Action
  List donations

  Returns the donations in your Fundraise Up account, newest first, optionally filtered by creation date.

• Action
  List fundraisers

  Returns the peer-to-peer fundraisers in your Fundraise Up account, with each fundraiser's name, status, campaign, designation, goal, currency and creation date, optionally filtered by creation date.

• Action
  List recurring plans

  Returns the recurring donation plans in your Fundraise Up account, newest first, optionally filtered by creation date.

• Action
  List supporters

  Returns supporters from your Fundraise Up account with their latest contact details, optionally filtered by creation date.

• Action
  Update designation

  Updates the name or code of an existing designation (fund) in Fundraise Up. Fields left blank keep their current values.

• Action
  Update donation

  Updates a donation that was created through the API within the last 24 hours, including its supporter details, campaign, designation, comment, custom fields and question answers. Changes also apply to the donation's recurring plan and future installments.

• Action
  Update fundraiser

  Updates an existing fundraiser's name, description, campaign, designation, goal, image, slug or status. Fields left blank keep their current values.

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