Connect Syncro to Harvestr

Both apps 31Syncro 15Harvestr 16

• 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 company

  Creates a company in Harvestr, optionally with an external id and segments.

• Action
  Add discovery

  Creates a discovery in Harvestr under a component or parent discovery.

• Action
  Add user

  Creates a user (feedback contributor) in Harvestr, optionally linked to a company and segments.

• Action
  Create Message

  Creates a feedback message in Harvestr, upserting the requester (user or company) and optional submitter.

• Action
  Get company

  Returns a single Harvestr company by its id or client id.

• Action
  Get discovery

  Returns a single Harvestr discovery by its ID, optionally including its custom field values and linked issues.

• Action
  Get message

  Returns a single Harvestr message (feedback item) by its id or client id.

• Action
  Get Submitters

  Returns a single submitter (user) in Harvestr by its ID, including contact details, company and segments.

• Action
  List companies

  Returns the companies in your Harvestr workspace, optionally filtered by creation or update date or by external identifier.

• Action
  List messages

  Returns messages from your Harvestr inbox, optionally filtered by date, channel, requester, feedback status or custom inbox.

• Action
  Search Discovery

  Searches Harvestr discoveries whose title contains the given text and returns the matching discoveries.

• Action
  Search Submitters

  Searches Harvestr submitters (users) by email, company, external ID or date range and returns the matches.

• Action
  Update company

  Updates a company's name, external identifier or segments in Harvestr.

• Action
  Update discovery

  Updates a discovery's state or parent in Harvestr and returns the updated discovery.

• Action
  Update message

  Updates a Harvestr message's labels or moves it between the new, processed and bin inboxes.

• Action
  Update user

  Updates an existing Harvestr user's name, email, phone, external id, company or segments.

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