Connect Syncro and Teamleader Focus

Both apps 40Syncro 15Teamleader Focus 25

• 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.

• Trigger
  Deal Accepted

  Triggers when a deal is accepted.

• Trigger
  Invoice Paid

  Fires when a payment is registered on a Teamleader Focus invoice (vendor event invoice.paymentRegistered).

• Trigger
  New Company

  Triggers when a new Company is added.

• Trigger
  New Contact

  Triggers when a new contact is added.

• Trigger
  New Deal

  Triggers when a new deal is created.

• Action
  Add invoice

  Drafts a new invoice in Teamleader Focus.

• Action
  Add quotation

  Creates a quotation on a Teamleader Focus deal.

• Action
  Add task

  Create a task.

• Action
  Book Invoice

  Books a draft Teamleader Focus invoice, giving it an invoice number and making it outstanding.

• Action
  Create Company

  Creates a new company.

• Action
  Create Contact

  Creates a new contact.

• Action
  Create Deal

  Creates a new deal.

• Action
  Find Company

  Returns up to 100 companies that match the specified search term, email, VAT number, tags or other criteria.

• Action
  Find Contact

  Returns up to 100 contacts that match the specified search term, email, company, tags, status or ids.

• Action
  Find deals

  Returns up to 100 deals that match the specified search term and filters, including their custom field values.

• Action
  Get company

  Get details for a single company in Teamleader Focus.

• Action
  Get contact

  Get a contact by id.

• Action
  Get deal

  Get details for a single deal.

• Action
  Get Invoice

  Returns one Teamleader Focus invoice with its customer, lines, totals and status.

• Action
  Get Task

  Returns one Teamleader Focus task with its title, description, due date, work type and assignee.

• Action
  Link Contact to Company

  Links an existing contact to an existing company, optionally setting the contact's position and whether they are a decision maker there.

• Action
  Update company

  Update an existing company in Teamleader Focus. Only the fields you fill in are changed.

• Action
  Update contact

  Update a contact.

• Action
  Update deal

  Update a deal.

• Action
  Win deal

  Marks a Teamleader Focus deal as won.

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