Syncro

The Syncro modules allow you to monitor, create, update, list, and delete the customers, tickets, and leads in your Syncro account.

Getting Started with Syncro

Prerequisites

A Syncro account

In order to use Syncro with Integromat, it is necessary to have a Syncro account. If you do not have one, you can create a Syncro account at syncromsp.com.

Note: The module dialog fields that are displayed in bold (in the Integromat scenario, not in this documentation article) are mandatory!

Connecting Syncro to Integromat

To connect your Syncro account to Integromat you need to obtain the Access Token from your Syncro account and insert it in the Create a connection dialog in the Integromat module.

1. Log in to your Syncro account.

2. Click Your Profile Icon > Settings > API Tokens > New Token > Custom Permissions.

3. Enter a name for the token, select permissions, and click Create API Token.

4. Copy the API token to your clipboard and store it in a safe place.

5. Go to Integromat and open the Syncro module's Create a connection dialog.

6. In the Connection name field, enter a name for the connection.

7. In the Domain Name field, enter your Syncro account's URL address domain name. For example, if your account's URL is https://www.xyz.syncromsp.com, then the domain is xyz.

8. In the Access Token field, enter the token copied in step 4, and click Continue.

The connection has been established,

Customers

See the Setting Up Syncro Webhooks to add webhooks to your Syncro account.

Watch New Customer

Triggers when a new customer has been created.

Connection

Establish a connection to your Syncro account.

Search Customer

Searches for customers or lists them all.

Connection	Establish a connection to your Syncro account.
Sort Field	Select or map the field to sort the customers. For example, `first name`.
Sort Order	Select or map the order in which you want to sort the customers. For example, `Ascending`.
Search Query	Enter (map) the keyword or phrase to search the customers that match the query.
First Name	Enter (map) the customer's first name to search for the customers that match the name.
Last Name	Enter (map) the customer's last name to search for the customers that match the name.
Business Name	Enter (map) the business name to search for the customers that match the name.
Customer ID	Select or map the Customer ID to search for the customer that matches the specified ID.
Exclude ID	Select or map the Exclude ID to search for the customer that matches the specified ID.
Email	Enter (map) the email address to search the customers with the specified email address.
Include Disabled	Select whether you want to return the list of customers that includes disabled customers.
Limit	Set the maximum number of customers Integromat should return during one execution cycle.

Get a Customer

Retrieves a single customer specified by ID.

Connection	Establish a connection to your Syncro account.
Customer ID	Select or map the Customer ID whose details you want to retrieve.

Create a Customer

Creates a new customer.

Connection	Establish a connection to your Syncro account.
Business Name	Enter (map) the customer's business name.
First Name	Enter (map) the customer's first name.
Last Name	Enter (map) the customer's last name.
Email	Enter (map) the customer's email address.
Phone	Enter (map) the customer's contact phone number.
Mobile	Enter (map) the customer's contact mobile number.
Address	Enter (map) the customer's or company's street name.
Address2	Enter (map) the customer's or company's street name.
City	Enter (map) the customer's or company's city name.
State	Enter (map) the customer's or company's state name.
ZIP	Enter (map) the customer's or company's area ZIP code.
Notes	Enter (map) any additional information about the customer.
Get SMS	Select whether you want to enable the SMS for the customer.
Opt Out	Select whether the customer has an opt-out of marketing emails.
No Email	Select whether the customer has an email address.
Get Billing	Select whether you want to get billing information about the customer.
Get Marketing	Select whether you want to get marketing information about the customer.
Get Reports	Select whether you retrieve reports for the customer.
Reference Customer ID	Enter (map) the Customer Reference ID of the customer.
Referred By	Enter (map) the referrer's name or ID who referred Syncro to the customer.
Tax Rate ID	Enter (map) the customer's Tax Rate ID.
Notification Emails	Add the email addresses to whom to notify about the invoices.
Invoice CC Emails	Add the email address to add in the CC field of the notification email about the invoice.
Invoice Term ID	Enter (map) the customer's Invoice Term ID.
Properties	Add the customer properties key and their values. For example, `the customer's date of birth`.

Update a Customer

Updates a customer as specified by ID.

Connection	Establish a connection to your Syncro account.
Customer ID	Select or map the Customer ID whose details you want to update.
Business Name	Enter (map) the customer's business name.
First Name	Enter (map) the customer's first name.
Last Name	Enter (map) the customer's last name.
Email	Enter (map) the customer's email address.
Phone	Enter (map) the customer's contact phone number.
Mobile	Enter (map) the customer's contact mobile number.
Address	Enter (map) the customer's or company's street name.
Address2	Enter (map) the customer's or company's street name.
City	Enter (map) the customer's or company's city name.
State	Enter (map) the customer's or company's state name.
ZIP	Enter (map) the customer's or company's area ZIP code.
Notes	Enter (map) any additional information about the customer.
Get SMS	Select whether you want to enable the SMS for the customer.
Opt Out	Select whether the customer has an opt-out of marketing emails.
No Email	Select whether the customer has an email address.
Get Billing	Select whether the customer will receive emails about the billing information.
Get Marketing	Select whether the customer will receive the marketing information.
Get Reports	Select whether the customer will receive the email about their reports.
Reference Customer ID	Enter (map) the Customer Reference ID of the customer.
Referred By	Enter (map) the referrer's name or ID who referred Syncro to the customer.
Tax Rate ID	Enter (map) the customer's Tax Rate ID.
Notification Emails	Add the email addresses to whom to notify about the invoices.
Invoice CC Emails	Add the email address to add in the CC field of the notification email about the invoice.
Invoice Term ID	Enter (map) the customer's Invoice Term ID.
Properties	Add the customer properties key and their values. For example, `the customer's date of birth`.

Delete a Customer

Deletes a customer specified by ID.

Connection	Establish a connection to your Syncro account.
Customer ID	Select or map the Customer ID you want to delete.

Tickets

See the Setting Up Syncro Webhooks to add webhooks in your Syncro account.

Watch Ticket

Triggers when a ticket has been created, updated, or resolved.

Connection

Establish a connection to your Syncro account.

Search Tickets

Searches for tickets or lists them all.

Connection	Establish a connection to your Syncro account.
Customer ID	Select or map the Customer ID whose tickets you want to search.
Contact ID	Select or map the Contact ID whose tickets you want to search.
Number	Enter (map) the ticket number you want to search.
Resolve After	Enter (map) the date to list the tickets that were resolved on or after the specified date.
Since Updated At	Enter (map) the date to list the tickets that were updated on the specified date.
Status	Enter (map) the status of the ticket to search for the tickets that match the specified status. For example, `In Progress`.
Search Query	Enter (map) the keyword or phrase to search the tickets that match the query.
Email	Enter (map) the customer's email address whose tickets you want to search.
User ID	Select or map the User ID whose tickets you want to search.
Mine	Select whether you search the tickets that were assigned or created by you.
Ticket Search ID	Select or map the Ticket ID whose details you want to search.
Limit	Set the maximum number of tickets Integromat should return during one execution cycle.

Get a Ticket

Retrieves a single ticket specified by ID.

Connection

Establish a connection to your Syncro account.

Create a Ticket

Creates a new ticket.

Connection Establish a connection to your Syncro account.

Customer ID Select or map the Customer ID whose ticket you are creating.

Subject Enter (map) the subject line of the ticket.

Number Enter (map) the ticket number.

Due Date Enter (map) the date by which the ticket must be resolved.

Start At Enter (map) the date on which the work on the ticket starts.

End At Enter (map) the date on which the work on the ticket ends.

Ticket Type ID Enter (map) the Ticket Type ID. For example, Regular maintenance.

Location ID Enter (map) the ticket's Location ID. For example, Online.

Problem Type Enter (map) the problem type of the ticket. For example, bug.

Status Enter (map) the ticket status. For example, In review.

User ID Select or map the User ID to whom the ticket is assigned.

Properties Add the ticket property key and its value. For example, device.

Asset IDs Add the required Asset IDs for the ticket. For example, software.

Signature Name Enter (map) the applicable signature name for the ticket.

Signature Data Enter (map) the signature data.

SLA ID Enter (map) the SLA ID applicable to the ticket. For example, high.

Contact ID Select or map the Contact ID for the ticket.

Priority Enter (map) the priority of the ticket. For example, urgent.

Outtake Form Data Enter (map) the effort details of the ticket.

Outtake From Date Enter (map) the date of the outtake efforts.

Outtake From Name Enter (map) the name of the outtake.

Comments Attributes

Add the comments for the ticket:

Subject	Enter (map) the subject line of the comment for the ticket.
Body	Enter (map) the comment text.
Hidden	Select whether you hide the comments from the members.
SMS Body	Enter (map) the message box text to notify the members.
Do not Email	Select whether you do not want to email the comment notification to the members.
Tech	Enter (map) the developer name who has posted the comment.

Update a Ticket

Updates a ticket specified by ID.

Connection Establish a connection to your Syncro account.

Ticket ID Select or map the Ticket ID whose details you want to update.

Customer ID Select or map the Customer ID to whom the ticket belongs to.