Integrate Syncro with Flow

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

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Create a new task in Flow when a new order is created in Syncro

Prevent new orders from being forgotten or delayed by creating tasks. This flow will initiate a new task in Flow 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 in the selected workspace in Flow.
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Create a new task in Flow when a new order is created in Syncro

Syncro + Flow

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Supported triggers and actions

Integrate Syncro and Flow 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 updated

Triggers when the selected list is updated

Task updated

Triggers when the selected task is updated

New task

Triggers when a new task is created

New workspace

Triggers when a new workspace is created

New list

Triggers when a new list is created

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

Post comment

Posts a comment in the selected task

Create task

Creates a new task in the selected workspace

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 Flow?

Flow is project and task management software. You can track resources, collaborate with your team, and organize tasks with custom views.

To-Do Lists

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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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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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