Connect Syncro and TouchBasePro

Both apps 24Syncro 15TouchBasePro 9

• 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 Subscriber

  Triggers when a new subscriber is added to a list.

• Trigger
  Unsubscribed Subscriber

  Triggers when a subscriber unsubscribes from a list.

• Trigger
  Updated Subscriber

  Triggers when an active subscriber on a list is added or has their details changed.

• Action
  Add List

  Creates a new subscriber list in your TouchBasePro account and returns its list id.

• Action
  Add Subscriber

  Adds a subscriber to a TouchBasePro email list, or updates their name and custom fields if they are already on it.

• Action
  Get Subscriber

  Returns a subscriber's details on a list, including their email address, name, active/inactive state and custom field data.

• Action
  Send Smart Email

  Sends a smart transactional email to one or more recipients, filling the email's variables from the data you supply. Returns each recipient with its message ID and status.

• Action
  Unsubscribe Subscriber

  Unsubscribes a subscriber from a TouchBasePro list so they no longer receive campaigns sent to it.

• Action
  Update Subscriber

  Updates an existing subscriber on a list, including their email address, name, custom field values and tracking consent.

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