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Create business workflows for Syncro without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.

Popular Syncro workflows

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Automatically add Syncro customers to Mailchimp

Automatically add new customers on your remote session platform to your email marketing app. This flow adds new Syncro customers to Mailchimp.

How it works
1) A new customer is added to Syncro.
2) Zoho Flow adds the customer to Mailchimp.
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Automatically add Syncro customers to Mailchimp

Syncro + Mailchimp

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Get notifications in Slack when a new appointment is created in Syncro

Get automatic notifications in your team chat whenever a new appointment is created in your remote session platform. This flow posts notifications on Slack every time an appointment is created in Syncro.

How it works
1) A new appointment is created in Syncro.
2) Zoho Flow sends a notification in Slack.
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Get notifications in Slack when a new appointment is created in Syncro

Syncro + Slack

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Create contacts in Syncro for new Chatra conversations

Add the visitor you just had a conversation with in your live chat app as a contact on your remote session platform. This flow adds the visitor from your recent Chatra conversation as a contact in Syncro.

How it works
1) A conversation takes place in Chatra.
2) Zoho Flow creates a contact in Syncro for the conversation.
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Create contacts in Syncro for new Chatra conversations

Chatra + Syncro

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Supported triggers and actions

All Triggers - A trigger kickstarts the flow

Vendor added

Triggers when a new vendor is added

Purchase order created

Triggers when a new purchase order is created

Product added

Triggers when a new product is added

Payment created

Triggers when a new payment is created

Customer added

Triggers when a new customer is added

Ticket added

Triggers when a new ticket is added

Appointment added

Triggers when a new appointment is added

Lead added

Triggers when a new lead is added

Asset created

Triggers when a new asset is created

Contact added

Triggers when a new contact is added

Contract added

Triggers when a new contract is added

Invoice added

Triggers when a new invoice is added

Item added

Triggers when a new item is added

RMM alert created

Triggers when a new RMM alert is created

All Actions - Actions are the automated tasks

Create product

Creates a new product

Create payment

Creates a new payment

Create contract

Creates a new contract

Create appointment

Creates a new appointment

Create customer

Creates a new customer

Create invoice

Creates a new invoice

Create contact

Creates a new contact

Create ticket

Creates a ticket

Create vendor

Creates a vendor

Create lead

Creates a new lead

Create one yourself

What is Syncro?

Syncro is a PSA, RMM, and Remote Session platform designed specifically for Managed Service Providers and IT admins.

Helpdesk ITSM CRM

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Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >
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CEO, Lakeside CNC Group

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Toto

Technical Engineer, Master Liveaboards

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