Integrate Syncro with Twilio

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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

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

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

SMS message sent or received

Triggers when a new SMS is sent or received

WhatsApp message received

Triggers when a new WhatsApp message from a customer is received

SMS message received

Triggers when a new SMS message is received

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 customer

Creates a new customer

Create invoice

Creates a new invoice

Create appointment

Creates a new appointment

Create contact

Creates a new contact

Create ticket

Creates a ticket

Create vendor

Creates a vendor

Create lead

Creates a new lead

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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