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

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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

Appointment added

Triggers when a new appointment is added

Ticket added

Triggers when a new ticket is added

Item added

Triggers when a new item is added

Customer added

Triggers when a new customer is added

Payment created

Triggers when a new payment is created

Product added

Triggers when a new product is added

Asset created

Triggers when a new asset is created

Vendor added

Triggers when a new vendor is added

RMM alert created

Triggers when a new RMM alert is created

Invoice added

Triggers when a new invoice is added

Contract added

Triggers when a new contract is added

Contact added

Triggers when a new contact is added

Purchase order created

Triggers when a new purchase order is created

Lead added

Triggers when a new lead is added

List created

Triggers when a new list is created

Task status updated

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

Task moved

Triggers when a task is moved in the selected space

Time entry created

Triggers when a new time entry is created

List updated

Triggers when any detail of an existing list is updated

Task created

Triggers when a new task is created

Folder created

Triggers when a new folder is created

Task updated

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

Folder updated

Triggers when any detail of an existing folder is updated

All Actions - Actions are the automated tasks

Create ticket

Creates a ticket

Create vendor

Creates a vendor

Create payment

Creates a new payment

Create invoice

Creates a new invoice

Create contact

Creates a new contact

Create lead

Creates a new lead

Create contract

Creates a new contract

Create customer

Creates a new customer

Create product

Creates a new product

Create appointment

Creates a new appointment

Create task

Creates a new task under the selected list

Create task using template

Creates a new task using an existing template

Add comment

Adds a comment to the specified task

Create list

Creates a new list

Create subtask

Creates a new subtask under the specified task

Create checklist

Creates a checklist for the specified task

Create folder

Creates a new folder

Update task custom field

Updates the details of an existing task custom field

Update task

Updates the details of the specified task

Update list

Updates the details of the specified list

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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