Connect Syncro to Iucto

Both apps 40Syncro 15Iucto 25

• 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 attachment

  Uploads a file (up to 5 MB) and attaches it to an iÚčto document or contact.

• Action
  Add bank transaction

  Imports a new bank transaction into iÚčto. iÚčto automatically tries to match it with existing documents by variable symbol and amount.

• Action
  Add customer

  /customer - create an address-book customer.

• Action
  Add issued credit note

  /creditnote_issued - create a credit note.

• Action
  Add issued invoice

  /invoice_issued - create an issued invoice.

• Action
  Add issued proforma invoice

  Creates an issued proforma (advance) invoice in iÚčto. The invoice must have at least one item.

• Action
  Add price list item

  /price_list - create a price list item.

• Action
  Add received invoice

  /invoice_received - create a received invoice.

• Action
  Add received payment

  /payment_received - record a received payment.

• Action
  Add supplier

  Adds a supplier to the iÚčto address book.

• Action
  Delete customer

  Deletes a customer from the iÚčto address book. Fails if the customer is linked to an invoice, payment or other record.

• Action
  Delete issued invoice

  Deletes an issued invoice. Invoices linked to another record, in a closed accounting/VAT period, or sent to EET cannot be deleted.

• Action
  Get attachment

  Returns one file attachment: its name, type and size.

• Action
  Get customer

  Retrieves the full detail of one customer, including address and invoicing preferences.

• Action
  Get issued credit note

  Returns one issued credit note with its number, total and line items.

• Action
  Get issued invoice

  Retrieves the details of an issued invoice by its ID.

• Action
  Get issued invoice PDF

  Downloads the PDF of an issued invoice.

• Action
  Get issued proforma invoice

  Returns one issued proforma invoice with its number, total and line items.

• Action
  List bank accounts

  Lists the bank accounts set up in the iÚčto company.

• Action
  List customers

  Returns all customers in the iÚčto address book, optionally narrowed by name, company ID, email, VAT ID, phone, bank account, customer group or external code.

• Action
  List price list items

  Lists the items in your iÚčto price list, including hidden ones, optionally filtered by stock tracking, bar code or external code.

• Action
  List suppliers

  Lists suppliers in the iÚčto address book, optionally filtered by name, IČO, email, DIČ, VAT-payer status, phone, bank account, supplier group or external code.

• Action
  Send issued invoice by email

  Sends an issued invoice by email to the given recipients with a link to the invoice, optionally attaching the invoice PDF and delivery note PDF.

• Action
  Update customer

  Updates an existing customer in iÚčto. The customer record is overwritten with the values supplied.

• Action
  Update issued invoice

  Overwrites an issued invoice in iÚčto with the values supplied. The whole invoice is replaced, so supply every required field and the complete list of items.

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