Integrate Planio with Syncro
Send information between Planio and Syncro automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Planio and Syncro using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Issue added
Triggers when a new issue is added
Company added
Triggers when a new company is added
Contact added
Triggers when a new contact is added
RMM alert created
Triggers when a new RMM alert is created
Lead added
Triggers when a new lead is added
Item added
Triggers when a new item is added
Payment created
Triggers when a new payment is created
Invoice added
Triggers when a new invoice is added
Purchase order created
Triggers when a new purchase order is created
Product added
Triggers when a new product is added
Appointment added
Triggers when a new appointment is added
Vendor added
Triggers when a new vendor is added
Customer added
Triggers when a new customer is added
Ticket added
Triggers when a new ticket is added
Contact added
Triggers when a new contact is added
Contract added
Triggers when a new contract is added
Asset created
Triggers when a new asset is created
All Actions - Actions are the automated tasks
Update company
Updates the details of an existing company
Create contact
Creates a new contact
Update contact
Updates the details of an existing contact
Create issue
Creates a new issue
Add company
Adds a new company
Create contact
Creates a new contact
Create vendor
Creates a vendor
Create customer
Creates a new customer
Create ticket
Creates a ticket
Create appointment
Creates a new appointment
Create payment
Creates a new payment
Create invoice
Creates a new invoice
Create contract
Creates a new contract
Create lead
Creates a new lead
Create product
Creates a new product
What is Planio?
Planio is a cloud-based project management and issue tracking solution that enables users to manage workflows, track bugs and issues, and build a central database for document management.
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