Connect Syncro and Whippy

Both apps 43Syncro 19Whippy 24

• 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
  Channels

  Triggers when a new channel is added to your Whippy organization.

• Trigger
  List Agents

  Triggers when a new AI agent is added to your Whippy organization.

• Trigger
  List Calls

  Triggers when a new call is logged in Whippy.

• Trigger
  List Users

  Triggers when a new user is added to your Whippy organization.

• Action
  Add Contacts to a Sequence

  Adds contacts to a Whippy sequence, creating any contact that does not exist yet.

• Action
  Create a Contact

  Creates a new contact in Whippy from a phone number, with optional name, email and opt-in preferences.

• Action
  Delete a Contact

  Deletes a contact from Whippy by its ID.

• Action
  Get Agent by ID

  Returns one Whippy AI agent by its ID, including its current version and settings.

• Action
  Get All Campaigns

  Returns the campaigns in your Whippy organization, optionally filtered by title.

• Action
  Get All Channels

  Returns the channels (phone numbers, email addresses and other locations) in your Whippy organization.

• Action
  Get All Contacts

  Returns the contacts in your Whippy organization, optionally filtered by name, email or phone.

• Action
  Get All Sequences

  Returns the sequences in your Whippy organization, optionally filtered by title.

• Action
  Get All Sequence Steps

  Returns all the steps of a Whippy sequence, including each step's message and delivery stats.

• Action
  Get Call by ID

  Returns one Whippy call by its ID, including its recording and transcript links.

• Action
  Get Campaign by ID

  Returns one Whippy campaign by its ID.

• Action
  Get Campaign Contacts

  Returns the contacts a Whippy campaign was sent to, with optional filters for delivery, responses, unsubscribes and link clicks.

• Action
  Get Contact by ID

  Returns one Whippy contact by its ID.

• Action
  Get Contacts in a Sequence

  Returns the contacts enrolled in a Whippy sequence, with optional filters for status, step, responses, unsubscribes and link clicks.

• Action
  Get Sequence by ID

  Returns one Whippy sequence by its ID.

• Action
  List Agents

  Returns the AI agents in your Whippy organization, optionally filtered by name.

• Action
  List Calls

  Returns calls in your Whippy organization, optionally limited to a date range.

• Action
  List Users

  Returns the users in your Whippy organization, optionally filtered by name, email, phone, role or state.

• Action
  Send an SMS

  Sends an SMS text message from one of your Whippy channels to a phone number.

• Action
  Update a Contact

  Updates an existing Whippy contact's details such as name, email, phone or opt-in preferences.

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