Connect Syncro to Scrive

Both apps 25Syncro 15Scrive 10

• 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 New Party

  Adds a new party (signer, viewer or approver) to a Scrive document that is still in preparation, and returns the updated document.

• Action
  Cancel document

  Cancels a pending Scrive document so it can no longer be signed, and returns the updated document.

• Action
  Create From PDF

  Creates a new Scrive document in preparation from a PDF file, ready to add parties and start signing.

• Action
  Get document

  Returns a Scrive document's details, including its title, status and parties.

• Action
  Get document main file

  Downloads the main PDF file of a Scrive document (the sealed PDF once the document is signed).

• Action
  List documents

  Returns Scrive documents, optionally filtered (for example by status) and sorted, along with the total number of matching documents.

• Action
  Prolong document

  Extends the signing deadline of a pending or timed-out Scrive document by a number of days and returns the updated document.

• Action
  Remind signatories

  Sends a reminder invitation to every signatory of a pending Scrive document who has not yet signed.

• Action
  Start Signing

  Starts the signing process for a Scrive document in preparation, sending it to its parties according to their delivery methods.

• Action
  Update document

  Updates a Scrive document that is still in preparation, such as its title, parties or signing settings, and returns the updated document.

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