Integrate Synchroteam with Autopilot
Send information between Synchroteam and Autopilot automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Synchroteam and Autopilot using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Job created
Triggers when a new job is created
Customer created
Triggers when a new customer is created
Contact added to list
Triggers when a contact is added to the selected list
Contact unsubscribed
Triggers when a contact unsubscribes
New contact
Triggers when a new contact is added
Contact removed from list
Triggers when a contact is removed from the selected list
All Actions - Actions are the automated tasks
Create or update customer
Creates a new customer or updates the details of an existing customer
Create or update user
Creates a new user or updates the details of an existing user
Create or update job
Creates a new job or updates the details of an existing job
Create or update site
Creates a new site or updates the details of an existing site
Create site
Creates a new site
Create customer
Creates a new customer
Update site
Updates the details of an existing site
Update customer
Updates the details of the customer
Fetch job
Fetches the details of an existing job
Fetch user
Fetches the details of an existing user
Fetch site
Fetches the details of an existing site
Fetch equipment
Fetches the details of an existing equipment
Fetch job type
Fetches the details of an existing job type
Fetch customer
Fetches the details of an existing customer
Create contact
Creates a new contact
Add contact to list
Creates a new contact and adds it to the selected list
Fetch contact
Fetches the details of an existing contact by its email address or contact ID
Unsubscribe contact
Unsubscribes the selected contact from all emails
Delete contact
Deletes the selected contact
What is Synchroteam?
Synchroteam is a field management software solution. You can design custom forms, manage inventory, and find jobs quickly.
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What is Autopilot?
Autopilot is visual marketing automation and customer journey software. This lets you capture leads, convert them into customers, and get valuable feedback.
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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.
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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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