Integrate Syncro with ClickUp

Send information between Syncro and ClickUp automatically, without writing any code, using Zoho Flow.

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Create a task in ClickUp each time a new order is made in Syncro

Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will initiate a new task in ClickUp whenever an order is created in Syncro.

How it works
  1. The flow triggers when a new purchase order is created in Syncro.
  2. Zoho Flow creates a new task under the selected list in ClickUp.
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Create a task in ClickUp each time a new order is made in Syncro

Syncro + ClickUp

Build your own integrations between Syncro and ClickUp

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Supported triggers and actions

Integrate Syncro and ClickUp using the below 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

List created

Triggers when a new list is created

Time entry created

Triggers when a new time entry is created

Folder updated

Triggers when any detail of an existing folder is updated

Task status updated

Triggers when the status of a task in the selected space is updated

Task updated

Triggers when any detail of a task in the selected space is updated

Task created

Triggers when a new task is created

List updated

Triggers when any detail of an existing list is updated

Task moved

Triggers when a task is moved in the selected space

Folder created

Triggers when a new folder 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 folder

Creates a new folder

Create checklist

Creates a checklist for the specified task

Create subtask

Creates a new subtask under the specified task

Create list

Creates a new list

Add comment

Adds a comment to the specified task

Create task using template

Creates a new task using an existing template

Create task

Creates a new task under the selected list

Update list

Updates the details of the specified list

Update task

Updates the details of the specified task

Update task custom field

Updates the details of an existing task custom field

Fetch task

Fetches the details of an existing task by ID and custom fields

What is Syncro?

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

CRM Helpdesk ITSM

What is ClickUp?

ClickUp is project management software with natural language processing. You can set recurring tasks, manage comments, and stay updated with the activity stream.

Project Management

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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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