Connect Syncro to Simpro

Both apps 31Syncro 18Simpro 13

• 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 Payment

  Triggers when a new payment is recorded in Syncro.

• Trigger
  New RMM Alert

  Triggers when a new RMM alert is raised on a monitored asset in Syncro.

• Trigger
  New Ticket

  Triggers when a new ticket is created in Syncro, optionally limited to a customer, contact, status, assignee or search.

• Trigger
  Ticket Resolved

  Triggers when a ticket is marked Resolved 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
  Create Company Customer

  Creates a company customer in Simpro and returns its ID.

• Action
  Create Contact

  Creates a contact in Simpro and returns its ID.

• Action
  Create Individual Customer

  Creates an individual (person) customer in Simpro and returns its ID.

• Action
  Create Site

  Creates a site (a customer location) in Simpro and returns its ID.

• Action
  Find Company Customer

  Finds company customers in Simpro by company name and returns the matches.

• Action
  Find Contact

  Finds contacts in Simpro by last name and returns the matches.

• Action
  Find Individual Customer

  Finds individual customers in Simpro by last name and returns the matches.

• Action
  Find Job

  Finds jobs in Simpro by name and returns the matches.

• Action
  Find Quote

  Finds quotes in Simpro by name and returns the matches.

• Action
  Find Schedule

  Finds schedules in Simpro by date (YYYY-MM-DD) and returns the matches.

• Action
  Find Site

  Finds sites in Simpro by name and returns the matches.

• Action
  Update Company Customer

  Updates an existing company customer in Simpro.

• Action
  Update Job

  Updates an existing Simpro job's details.

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