Connect Syncro and Tidely

Both apps 46Syncro 19Tidely 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.

• Trigger
  New Bank Account Transaction

  Triggers when a new transaction is added to a bank account.

• Trigger
  New Invoice

  Triggers when a new sales or purchase invoice is added.

• Action
  Create Category

  Creates an income or expense category.

• Action
  Delete Bank Account

  Deletes a bank account.

• Action
  Delete Bank Account Transaction

  Deletes a bank account transaction.

• Action
  Delete Category

  Deletes a category.

• Action
  Delete Invoice

  Deletes an invoice.

• Action
  Delete Plans

  Deletes all plan values of a category in a scenario.

• Action
  Get Bank Account

  Returns one bank account.

• Action
  Get Bank Account Transaction

  Returns one bank account transaction.

• Action
  Get Cashflow

  Returns the cashflow per period for a scenario and date range.

• Action
  Get Category

  Returns one category.

• Action
  Get Company

  Returns one company.

• Action
  Get Invoice

  Returns one invoice.

• Action
  Get Scenario

  Returns one planning scenario.

• Action
  Import Invoice

  Creates an invoice in Tidely.

• Action
  Import Plan

  Creates a plan value in Tidely.

• Action
  List Bank Account Balances

  Returns the daily balances of a bank account.

• Action
  List Bank Accounts

  Returns the company's bank accounts.

• Action
  List Bank Account Transactions

  Returns the transactions of a bank account.

• Action
  List Categories

  Returns the income and expense categories.

• Action
  List Companies

  Returns the companies the API key can access.

• Action
  List Scenarios

  Returns the company's planning scenarios.

• Action
  Update Bank Account

  Updates a bank account.

• Action
  Update Bank Account Transaction

  Updates a bank account transaction.

• Action
  Update Category

  Renames a category or changes its type.

• Action
  Update Invoice

  Updates an invoice's fields.

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