Connect Syncro to MaintainX

Both apps 41Syncro 15MaintainX 26

• 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 Existing Categories to a Work Order

  Adds Existing Categories to a Work Order.

• Action
  Add Part

  Creates a new part (inventory item) in MaintainX.

• Action
  Add Purchase order

  Creates a purchase order in MaintainX for a vendor, with its line items, costs and addresses.

• Action
  Create Work Order Comment

  Creates a New Comment on a Work Order.

• Action
  Create Work Request

  Creates a new Work Request.

• Action
  Delete Asset

  Deletes an asset in MaintainX by its ID.

• Action
  Delete Location

  Delete a location by ID.

• Action
  Delete Part

  Deletes a part from MaintainX by its ID.

• Action
  Delete Work Order

  Delete a work order by ID.

• Action
  Delete Work Request

  Deletes a work request in MaintainX by its ID.

• Action
  Find an Entity

  Finds a MaintainX asset, location, part or work order by the external ID your other system assigned to it.

• Action
  Get Asset

  Retrieve a single asset by ID.

• Action
  Get Location

  Retrieves a single MaintainX location by its ID, including its custom fields.

• Action
  Get Part

  Retrieves a single MaintainX part (inventory item) by its ID, including stock quantities, locations, vendors and custom fields.

• Action
  Get Purchase order

  Retrieves a single MaintainX purchase order by its ID, including items, costs, addresses, attachments and custom fields.

• Action
  Get Vendor

  Retrieve a single vendor by ID.

• Action
  Get Work Order

  Retrieve a single work order by ID.

• Action
  Get Work Request

  Retrieves a MaintainX work request by its ID, including its custom fields and its linked asset, location and work order.

• Action
  List Assets

  Returns all assets in the MaintainX organization, optionally filtered by location, manufacturer, model or created/updated date range.

• Action
  List Locations

  Returns all locations in the MaintainX organization, optionally narrowed to names starting with a given prefix.

• Action
  List Vendors

  Lists the vendors in your MaintainX organization, including their custom field values.

• Action
  List Work Orders

  Lists work orders in MaintainX, optionally filtered by title, status, priority, asset, location, part, vendor, assignee, team, category and created/updated dates.

• Action
  List Work Requests

  List work requests with pagination/filters.

• Action
  Update Purchase order

  Update fields on an existing purchase order.

• Action
  Update Work Order Status

  Changes the status of a MaintainX work order.

• Action
  Update Work Request

  Update fields on an existing work request.

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