--- title: "Connect Syncro to Synchroteam - APIANT.ai" description: "When \"New Customer\" fires in Syncro, your agent runs \"Create Customer\" in Synchroteam." canonical: "https://apiant.ai/connect/syncro-to-synchroteam" --- # Connect Syncro to Synchroteam When **New Customer** fires in [Syncro](https://apiant.ai/connections/syncro), your agent runs **Create Customer** in [Synchroteam](https://apiant.ai/connections/synchroteam). Describe the whole flow and it is built, tested on every scenario and kept running. Syncro **4** triggers Syncro **11** actions Synchroteam **12** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Syncro and Synchroteam to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Syncro can start in Synchroteam - When **New Customer** in Syncro then **Create Customer** in Synchroteam - When **New Invoice** in Syncro then **Get or Create Customer** in Synchroteam Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Syncro and Synchroteam ## Triggers and actions 4 triggers ยท 23 actions - 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 **Create Customer** Create a new customer - Action **Create Equipment** Create a new equipment - Action **Create Job** Creates a new Job - Action **Create Site** Creates a new site - Action **Delete Customer** Deletes a Synchroteam customer identified by its id, your own reference id, or its name. A deleted customer can be restored in Synchroteam. - Action **Delete Equipment** Deletes a piece of equipment in Synchroteam, identified by its Synchroteam id or your own My ID. - Action **Delete Job** Deletes a job in Synchroteam, identified by its Synchroteam id, job number, or your own reference id. - Action **Delete Site** Deletes a Synchroteam site by its id, your own reference id (myId), or its name. - Action **Get or Create Customer** Finds a Synchroteam customer by exact name (optionally also by your reference id and contact email) and returns it; creates the customer when none matches. - Action **Get or Create Job** Looks up a job by your own reference id (My ID) and returns it; if none exists, creates a new job with that reference. - Action **Get or Create Site** Get or Create a Site - Action **List Customers** Returns all customers, optionally filtered by name, email, active status or last-modified date. ## Each app on its own - [ **Syncro** Syncro is a platform to manage your IT Consulting / Managed Services business with CRM, Ticketing...](https://apiant.ai/connections/syncro) - [ **Synchroteam** Synchroteam is a Cloud-based Field Service Management application](https://apiant.ai/connections/synchroteam) Reviews ## What our customers say ## More from Syncro - [ **Syncro to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/syncro-to-trello) - [ **Syncro to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/syncro-to-zoom) - [ **Syncro to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/syncro-to-twilio) - [ **Syncro to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/syncro-to-typeform) - [ **Syncro to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/syncro-to-webflow) - [ **Syncro to Wix** The Wix website builder gives businesses of any size the tools to create, manage and grow a fully integrated...](https://apiant.ai/connect/syncro-to-wix) ## More into Synchroteam - [ **Etsy to Synchroteam** Etsy is a store that makes it easy to buy and sell handmade, vintage or uniquely manufactured goods online!](https://apiant.ai/connect/etsy-to-synchroteam) - [ **Kit to Synchroteam** Kit is an email marketing platform for professional bloggers.](https://apiant.ai/connect/kit-to-synchroteam) - [ **HubSpot to Synchroteam** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-synchroteam) - [ **Salesforce to Synchroteam** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-synchroteam) - [ **Slack to Synchroteam** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-synchroteam) - [ **Google Sheets to Synchroteam** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-synchroteam) Questions ## Syncro and Synchroteam, answered ### ### What can start an automation from Syncro? Any of Syncro's 4 triggers in the catalog, including New Customer, New Invoice, New RMM Alert and Ticket Status Changed. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Synchroteam when something happens in Syncro? Any of Synchroteam's 12 actions, including Create Customer, Create Equipment, Create Job and Create Site. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Synchroteam to Syncro? Synchroteam has no triggers in the catalog today, so automations start in Syncro. If you need the other direction, ask: your agent reads Synchroteam's API documentation and adds it. ### ### Do I have to build a connector for Syncro or Synchroteam? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Syncro and Synchroteam without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.