--- title: "Connect Syncro and TextIt - APIANT.ai" description: "When \"New Customer\" fires in Syncro, your agent runs \"Add contact field\" in TextIt, or \"New contact\" in TextIt to \"Create Contact\" in Syncro." canonical: "https://apiant.ai/connect/syncro-to-textit" --- # Connect Syncro and TextIt When **New Customer** fires in [Syncro](https://apiant.ai/connections/syncro), your agent runs **Add contact field** in [TextIt](https://apiant.ai/connections/textit), or **New contact** in TextIt to **Create Contact** in Syncro. Describe the whole flow and it is built, tested on every scenario and kept running. Syncro **4** triggers Syncro **11** actions TextIt **2** triggers TextIt **10** 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 TextIt 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 and TextIt can do together ### From Syncro to TextIt - When **New Customer** in Syncro then **Add contact field** in TextIt - When **New Invoice** in Syncro then **Perform contact action** in TextIt ### From TextIt to Syncro - When **New contact** in TextIt then **Create Contact** in Syncro - When **New message** in TextIt then **Create Customer** in Syncro 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 TextIt ## Triggers and actions 6 triggers · 21 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. - Trigger **New contact** Triggers when a new contact is added to your TextIt workspace, optionally only contacts in a chosen group. - Trigger **New message** Triggers when a new message is sent or received in your TextIt workspace, optionally limited to a folder or label. - Action **Add broadcast** Creates and sends a new message broadcast to contacts, phone numbers/URNs or contact groups. - Action **Add contact field** Creates a new custom contact field in your TextIt workspace. - Action **Add group** Creates a new contact group in your TextIt workspace. - Action **Delete contact** Deletes a contact, identified by its UUID or one of its URNs. - Action **Find contacts** Finds contacts by UUID, URN, group or modification date and returns the matching contacts. - Action **Find messages** Returns messages in your TextIt workspace, filtered by message, folder, label or creation date, most recent first. - Action **List broadcasts** Returns the broadcasts sent from your TextIt workspace, most recent first, optionally filtered by broadcast id or creation date. - Action **List contact fields** Returns the custom contact fields defined in your TextIt workspace, with each field's key, name and data type. - Action **Perform contact action** Performs a bulk action on up to 100 contacts: add to or remove from a group, block, unblock, interrupt active flow runs, or permanently delete. - Action **Start Flow** Starts contacts, groups or URNs down a TextIt flow and returns the created flow start. ## 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) - [ **TextIt** TextIt provides a way of automating conversational interactions over SMS, messaging bots and phone calls.](https://apiant.ai/connections/textit) 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 TextIt - [ **HubSpot to TextIt** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-textit) - [ **Salesforce to TextIt** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-textit) - [ **Slack to TextIt** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-textit) - [ **Google Sheets to TextIt** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-textit) - [ **Gmail to TextIt** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-textit) - [ **Google Calendar to TextIt** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-textit) Questions ## Syncro and TextIt, 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 TextIt when something happens in Syncro? Any of TextIt's 10 actions, including Add broadcast, Add contact field, Add group and Find contacts. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from TextIt to Syncro? Yes. When something happens in TextIt, your agent can act in Syncro too. This page covers both directions: TextIt's triggers and Syncro's actions are listed here as well. ### ### Do I have to build a connector for Syncro or TextIt? 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 TextIt 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.