--- title: "Connect Syncro to Zenoti - APIANT.ai" description: "When \"New Customer\" fires in Syncro, your agent runs \"Add Notes to an Opportunity\" in Zenoti." canonical: "https://apiant.ai/connect/syncro-to-zenoti" --- # Connect Syncro to Zenoti When **New Customer** fires in [Syncro](https://apiant.ai/connections/syncro), your agent runs **Add Notes to an Opportunity** in [Zenoti](https://apiant.ai/connections/zenoti). Describe the whole flow and it is built, tested on every scenario and kept running. Syncro **4** triggers Syncro **11** actions Zenoti **15** 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 Zenoti 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 can start in Zenoti - When **New Customer** in Syncro then **Add Notes to an Opportunity** in Zenoti - When **New Invoice** in Syncro then **Add booking** in Zenoti 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 Zenoti ## Triggers and actions 4 triggers · 26 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. - Action **Add booking** Creates a service booking request for one or more guests at a center on a date, returning a booking id used to pick, reserve and confirm a slot. - Action **Add Employee Security Role** Assigns a security role to a Zenoti employee for a center, zone, or the organization. - Action **Add Notes to an Opportunity** Adds a note to an existing opportunity in Zenoti. - Action **Create Employee** Creates an employee profile in a Zenoti center, including personal details, job, security role and online catalog information. - Action **Create Employee Blockout** Creates a blockout time (such as a lunch break) on an employee's schedule at a center. - Action **Create Guest** Creates a guest (client profile) in a Zenoti center and returns the new guest record with its id. - Action **Delete Employee Blockout** Permanently deletes a blockout time from an employee's schedule. - Action **List appointments of a guest** Returns the appointment history of a guest, optionally filtered by date range or to upcoming/past appointments. - Action **List centers** Returns all centers (business locations) of your Zenoti organization, with their address, time zone and currency details. - Action **List employees** Returns the employees who are active in a Zenoti center on a given date. - Action **List services** Returns the services offered at a Zenoti center, with pricing (including campaign-discounted pricing when a campaign is given). - Action **Merge guests** Merges one or more duplicate guest records into a target guest in Zenoti. - Action **Search for a Guest** Searches for guests by name, email, phone, zip code, tags, username or user code, in one center or across the organization. - Action **Search Guest by ID** Returns the full profile of a Zenoti guest by their guest ID, including personal info, address, preferences, tags and referral details. - Action **Update Employee Blockout** Updates an existing blockout time (such as a lunch break) on an employee's schedule, including its time, type, notes and recurrence. ## 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) - [ **Zenoti** Zenoti provides an all-in-one, cloud-based software solution for the spa, salon and med spa industry.](https://apiant.ai/connections/zenoti) 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 Zenoti - [ **HubSpot to Zenoti** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-zenoti) - [ **Salesforce to Zenoti** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-zenoti) - [ **Slack to Zenoti** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-zenoti) - [ **Google Sheets to Zenoti** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-zenoti) - [ **Gmail to Zenoti** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-zenoti) - [ **Google Calendar to Zenoti** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-zenoti) Questions ## Syncro and Zenoti, 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 Zenoti when something happens in Syncro? Any of Zenoti's 15 actions, including Create Employee, Create Employee Blockout, Create Guest and Update Employee Blockout. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Zenoti to Syncro? Zenoti has no triggers in the catalog today, so automations start in Syncro. If you need the other direction, ask: your agent reads Zenoti's API documentation and adds it. ### ### Do I have to build a connector for Syncro or Zenoti? 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 Zenoti 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.