Connect Syncro to SigningHub

Both apps 26Syncro 15SigningHub 11

• 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 Digital Signature

  Adds a digital signature field to a document in a SigningHub package and assigns it to a recipient in the workflow.

• Action
  Add Document

  Uploads a document file into an existing SigningHub document package.

• Action
  Add Electronic Signature

  Adds an electronic signature field to a document in a package, assigned to a recipient in the workflow.

• Action
  Add Recipient to Workflow

  Adds a signer or other recipient to a document package's workflow.

• Action
  Add User

  Registers a new user in your SigningHub enterprise account, optionally with a password, role and profile details.

• Action
  Create Integration URL

  Generates an encrypted SigningHub link that opens a shared document package so a user can view and sign it from your application.

• Action
  Create Package

  Creates a new document package in SigningHub to hold documents and recipients for a signing workflow.

• Action
  Download Package

  Downloads a document package as a Base64-encoded file: a PDF for a single-document package, or a zip of all its documents.

• Action
  Get Document Fields

  Returns the fields on a document in a SigningHub package: signature, initials, in-person, text, checkbox, radio, dropdown, listbox, QR code, attachment and comment fields.

• Action
  Get Package

  Returns the details of a SigningHub document package: its name, owner, status and the documents it contains.

• Action
  Share Document for Signing

  Shares a prepared document package with its signers and starts the signing workflow.

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