Connect Syncro to Shift4

Both apps 36Syncro 15Shift4 21

• 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 card

  Saves a credit or debit card to an existing Shift4 customer, either from a card token / successful charge, or from full card details.

• Action
  Add charge

  Creates a new charge to a customer or card.

• Action
  Add customer

  Creates a new customer in Shift4, optionally saving a card to them as their default card.

• Action
  Add plan

  Creates a new subscription plan that customers can be subscribed to.

• Action
  Add refund

  Refunds an existing charge in full or in part, returning the funds to the card that was charged.

• Action
  Add subscription

  Creates a subscription that bills a customer automatically according to a plan.

• Action
  Delete card

  Deletes a saved card from a Shift4 customer. If the deleted card was the customer's default, the most recently added card becomes the new default.

• Action
  Delete customer

  Deletes an existing Shift4 customer.

• Action
  Delete plan

  Deletes a plan by ID.

• Action
  Delete subscription

  Cancels/deletes an existing subscription by ID.

• Action
  Get charge

  Fetches a charge by ID.

• Action
  Get customer

  Fetches a customer by ID.

• Action
  Get dispute

  Fetches a dispute by ID.

• Action
  Get plan

  Fetches a plan by ID.

• Action
  Get refund

  Retrieves an existing Shift4 refund by its id.

• Action
  Get subscription

  Fetches a subscription by ID.

• Action
  List cards

  Lists the saved cards of a Shift4 customer, most recently created first.

• Action
  List refunds

  Returns all refunds.

• Action
  Update charge

  Updates an existing Shift4 charge's customer, description, shipping, billing, fraud status or metadata. Fields left blank are unchanged.

• Action
  Update customer

  Updates an existing Shift4 customer. Any field left blank is left unchanged.

• Action
  Update subscription

  Updates an existing subscription. Any field left blank is left unchanged.

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