Connect Syncro to Sleekplan

Both apps 46Syncro 19Sleekplan 27

• 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
  Log Call

  Logs a phone call in Syncro by phone number and returns the matching customer's name and ticket status.

• 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 comment

  Add a comment to a feedback post.

• Action
  Add user

  Create an end-user.

• Action
  Create Feedback

  Creates a Feedback Post

• Action
  Create NPS response

  Records an NPS survey response from an end-user.

• Action
  Create satisfaction response

  Records a satisfaction survey response from an end-user.

• Action
  Delete changelog update

  Delete a changelog entry.

• Action
  Delete feedback

  Delete a feedback post.

• Action
  Delete user

  Delete an end-user.

• Action
  Get unread notification count

  Returns how many unread notifications an end-user has.

• Action
  Get user

  Returns one end-user, with their email, name and profile details.

• Action
  Like comment

  Likes a comment on behalf of an end-user.

• Action
  List changelog update satisfaction

  Lists the satisfaction ratings left on a changelog update.

• Action
  List comments

  List comments on a feedback post.

• Action
  List feedback

  List feedback posts (sorted by trend by default).

• Action
  List NPS responses

  Lists NPS survey responses.

• Action
  List satisfaction responses

  Lists satisfaction survey responses.

• Action
  List users

  List end-users, most recently updated first.

• Action
  List votes

  Lists the votes cast on a feedback post.

• Action
  Rate changelog update

  Records an end-user's 1 to 5 satisfaction rating on a changelog update.

• Action
  Remove feedback metadata

  Removes one custom metadata key from a feedback post.

• Action
  Send to intelligence queue

  Sends a piece of customer feedback text to the Sleekplan intelligence queue for analysis.

• Action
  Set feedback metadata

  Adds or updates one custom metadata key on a feedback post.

• Action
  Update changelog update

  Update a changelog entry.

• Action
  Update comment

  Updates the text or visibility of a comment on a feedback post.

• Action
  Update Feedback

  Updates a Feedback Post

• Action
  Update user

  Update an end-user.

• Action
  Vote on feedback

  Casts or changes a vote on a feedback post for an end-user.

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