Integrate Syncro with Forecast
Send information between Syncro and Forecast automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a task in Forecast 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 generate a task in Forecast each time a new order is made in Syncro.
How it works
- The flow triggers when a new purchase order is created in Syncro.
- Zoho Flow creates a new task in Forecast.
Create a task in Forecast each time a new order is made in Syncro
Syncro + Forecast
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Supported triggers and actions
Integrate Syncro and Forecast 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
New task
Triggers when a new card is created in the selected project
New subtask
Triggers when a new subtask is created in the selected project
New milestone
Triggers when a new milestone is created in the selected project
New client
Triggers when a new client is created
New time entry
Triggers when a new time entry is created in the selected project
New sprint
Triggers when a new sprint is created in the selected project
New project
Triggers when a new project is created
New person
Triggers when a new person is added
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
Add person
Adds a new person
Create client
Creates a new client
Create time registration
Creates a new time registration
Create label
Creates a new label
Create subtask
Creates a new sub task/to-do
Create project
Creates a new project
Create task
Creates a new task
Create sprint
Creates a new sprint in the selected project
Create milestone
Creates a new milestone in the selected project
Fetch label
Fetches an existing label by name
What is Forecast?
Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.
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