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
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
New person
Triggers when a new person is added
New milestone
Triggers when a new milestone is created in the selected project
New sprint
Triggers when a new sprint is created in the selected project
New task
Triggers when a new card is created in the selected project
New client
Triggers when a new client is created
New project
Triggers when a new project is created
New subtask
Triggers when a new subtask is created in the selected project
New time entry
Triggers when a new time entry is created in the selected project
All Actions - Actions are the automated tasks
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
Create subtask
Creates a new sub task/to-do
Create label
Creates a new label
Create task
Creates a new task
Create time registration
Creates a new time registration
Create client
Creates a new client
Add person
Adds a new person
Create milestone
Creates a new milestone in the selected project
Create project
Creates a new project
Create sprint
Creates a new sprint 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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Learn more >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
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
