Connect Syncro and Watermelon

Both apps 33Syncro 19Watermelon 14

• 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
  Archive Conversation

  Triggers when a Watermelon conversation is archived.

• Trigger
  Handover Conversation Agent

  Triggers when a Watermelon conversation is handed over to a human agent (its assigned agent changes).

• Trigger
  Handover Conversation Team

  Triggers when a Watermelon conversation is handed over to a team (its assigned team changes).

• Trigger
  New Contact

  Triggers when a new contact is added in Watermelon.

• Trigger
  New Conversation

  Triggers when a new conversation starts in Watermelon.

• Trigger
  Updated Contact

  Triggers when a Watermelon contact is created or updated.

• Action
  Add Contact

  Creates a new contact in Watermelon and returns its ID.

• Action
  Find Contact

  Returns a Watermelon contact by its ID.

• Action
  Find Conversation

  Returns a Watermelon conversation by its ID.

• Action
  Get conversation

  Returns a single conversation by its ID, including its messages, tags, channel and status.

• Action
  Get message

  Returns a single message by its ID, including its text, type, conversation and read status.

• Action
  Search Contacts

  Searches Watermelon contacts for a value such as a name, email or phone number and returns the matches.

• Action
  Sends a Message

  Sends a message in a Watermelon conversation, or starts a new conversation when no conversation ID is given, and returns the message ID.

• Action
  Updates an Existing Contact

  Updates an existing Watermelon contact's name, email or phone number.

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