--- title: "Connect Syncro to Iterable - APIANT.ai" description: "When \"New Customer\" fires in Syncro, your agent runs \"Add email template\" in Iterable." canonical: "https://apiant.ai/connect/syncro-to-iterable" --- # Connect Syncro to Iterable When **New Customer** fires in [Syncro](https://apiant.ai/connections/syncro), your agent runs **Add email template** in [Iterable](https://apiant.ai/connections/iterable). Describe the whole flow and it is built, tested on every scenario and kept running. Syncro **4** triggers Syncro **11** actions Iterable **23** 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 Iterable 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 Iterable - When **New Customer** in Syncro then **Add email template** in Iterable - When **New Invoice** in Syncro then **Send email** in Iterable 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 Iterable ## Triggers and actions 4 triggers · 34 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 email template** Creates an email template, or updates every email template that already has the same client template ID. - Action **Add list** Creates a new static list in Iterable and returns its id. - Action **Add user to list** Adds a user, identified by email or user ID, to a static Iterable list, optionally updating their profile data. - Action **Create a User** Creates a user profile in Iterable (or updates it if one already exists), identified by email or user ID, with any profile data you supply. - Action **Delete catalog item** Deletes an item from an Iterable catalog. Deletion is asynchronous, so the item may take a moment to disappear. - Action **Delete list** Deletes a list from your Iterable project. - Action **Delete user** Deletes an Iterable user by email address. Deletion is processed asynchronously. - Action **Get catalog item** Returns one item from an Iterable catalog, including all of its field values. - Action **Get email template** Returns an email template by its ID, including its HTML and plain-text content, subject, sender details and metadata. - Action **Get user** Returns an Iterable user profile, including all its data fields, looked up by email address. - Action **List lists** Returns all lists in the Iterable project, including their id, name and list type. - Action **List users in list** Returns every user (email, or userId) who belongs to the chosen Iterable list. - Action **Remove user from list** Removes a user, identified by email or user ID, from an Iterable static list. - Action **Send email** Sends an email from an Iterable triggered campaign to a single user, identified by email address or user ID. - Action **Send push notification** Sends a push notification from an existing push campaign to one Iterable user, now or at a scheduled time. - Action **Send SMS** Sends an SMS from an Iterable SMS campaign to one user, identified by email or user ID, optionally scheduled for later. - Action **Track a Purchase** Records a purchase for an Iterable user, with its line items and order total, and clears the user's shopping cart. Creates the user if they do not exist yet. - Action **Track Event** Records a custom event against an Iterable user profile, identified by email or user ID, with optional event data. - Action **Trigger campaign** Sends an existing triggered campaign to the members of one or more lists. - Action **Update a User** Updates a user's profile data in Iterable, creating the user if none exists. Data is merged, so fields you leave out are kept. - Action **Update a User's Shopping Cart Items** Replaces the shopping cart items stored on an Iterable user profile, creating the user if they do not exist yet. - Action **Update catalog item** Creates or updates a catalog item, changing only the fields you provide and leaving other fields as they are. Iterable applies the change asynchronously. - Action **Update user subscriptions** Updates a user's list, channel and message type subscriptions in Iterable. Any subscription list you provide replaces the user's existing one. ## 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) - [ **Iterable** Iterable is the growth marketing platform that empowers you to deliver completely seamless, personalized...](https://apiant.ai/connections/iterable) 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 Iterable - [ **HubSpot to Iterable** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-iterable) - [ **Salesforce to Iterable** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-iterable) - [ **Slack to Iterable** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-iterable) - [ **Google Sheets to Iterable** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-iterable) - [ **Gmail to Iterable** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-iterable) - [ **Google Calendar to Iterable** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-iterable) Questions ## Syncro and Iterable, 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 Iterable when something happens in Syncro? Any of Iterable's 23 actions, including Create a User, Send email, Send push notification and Send SMS. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Iterable to Syncro? Iterable has no triggers in the catalog today, so automations start in Syncro. If you need the other direction, ask: your agent reads Iterable's API documentation and adds it. ### ### Do I have to build a connector for Syncro or Iterable? 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 Iterable 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.