Integrate Syncro with Twilio

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

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Dispatch a welcome message in Twilio for newly created contacts in Syncro

Instantly engage new CRM contacts with an automated welcome email. This flow will trigger a welcome email in Twilio whenever a new contact is added in Syncro.

How it works
  1. The flow triggers when a new customer is added in Syncro.
  2. Zoho Flow sends a WhatsApp or SMS message to the listed numbers in Twilio.
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Dispatch a welcome message in Twilio for newly created contacts in Syncro

Syncro + Twilio

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Supported triggers and actions

Integrate Syncro and Twilio using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Payment created

Triggers when a new payment is created

Vendor added

Triggers when a new vendor is added

Purchase order created

Triggers when a new purchase order is created

Ticket added

Triggers when a new ticket is added

RMM alert created

Triggers when a new RMM alert is created

Invoice added

Triggers when a new invoice is added

Item added

Triggers when a new item is added

Product added

Triggers when a new product is added

Contract added

Triggers when a new contract is added

Lead added

Triggers when a new lead is added

Asset created

Triggers when a new asset is created

Appointment added

Triggers when a new appointment is added

Customer added

Triggers when a new customer is added

Contact added

Triggers when a new contact is added

SMS message received

Triggers when a new SMS message is received

WhatsApp message received

Triggers when a new WhatsApp message from a customer is received

SMS message sent or received

Triggers when a new SMS is sent or received

All Actions - Actions are the automated tasks

Create invoice

Creates a new invoice

Create appointment

Creates a new appointment

Create product

Creates a new product

Create payment

Creates a new payment

Create contact

Creates a new contact

Create vendor

Creates a vendor

Create lead

Creates a new lead

Create ticket

Creates a ticket

Create contract

Creates a new contract

Create customer

Creates a new customer

Send SMS or WhatsApp message

Sends a WhatsApp or SMS message to the listed numbers

Fetch message

Fetches the details of a message by its ID

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 Twilio?

Twilio is a platform that lets developers receive and send SMS and voice calls. With message queueing, global numbers, and smart encoding, you can easily set up your communication system.

Phone/SMS Popular

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 connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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