Integrate Syncro with Zoho Connect

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

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Create a new task in Zoho Connect when a new order is created in Syncro

Prevent new orders from being forgotten or delayed by creating tasks. This flow will create a new task in Zoho Connect when a 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 section in Zoho Connect.
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Create a new task in Zoho Connect when a new order is created in Syncro

Syncro + Zoho Connect

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Supported triggers and actions

Integrate Syncro and Zoho Connect 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

Task completed

Triggers when a task is completed in the selected board

New board

Triggers when a new board is created

Conversation posted

Triggers when a new conversation is posted

Event created

Triggers when a new event is created

Task status updated

Triggers when a task status is updated in the selected board

Announcement created

Triggers when a new announcement is created in the selected group

Poll started

Triggers when a new poll is started in the selected group

User name mentioned

Triggers when your user name is mentioned

Network member added

Triggers when a new member is added to the selected network

Task created

Triggers when a new task is created

Group member added

Triggers when a new member is added to the selected group

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

Add comment in task

Adds a comment in the specified task

Create task in section

Creates a new task in the selected section

Invite user

Invites a user to the selected network

Create private task

Creates a new private task

Add comment in post

Adds a comment in the specified post

Add member to group

Adds a member to the selected group

Create forum post

Creates a new forum post

Create checklist

Creates a checklist for the specified task

Create private event

Creates a new private event

Create conversation

Creates a new conversation in the selected group

Create group

Creates a new group in the selected network

Create board

Creates a new board

Create board from board template

Creates a new board from an existing saved template

Create group event

Creates a new group event

Add member to board

Adds a member to the selected board

Archive board

Archives the selected board

Unarchive board

Unarchives the selected board

Archive group

Archives the selected group

Archive task

Archives the selected task

Unarchive group

Unarchives the selected group

Fetch user

Fetches the details of an existing user by email address

Remove member from group

Removes a member from the selected group

Fetch post

Fetches the details of an existing post by ID or metadata

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 Zoho Connect?

Zoho Connect is team collaboration software that helps teams communicate faster and get work done easily. You can plan tasks with your colleagues, prioritize, and track the progress of work.

Team Collaboration Zoho

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.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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