Integrate Syncro with Swit

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

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Initiate a new task in Swit whenever an order is created in Syncro

Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will generate a task in Swit each time a new order is made in Syncro.

How it works
  1. The flow triggers when a new purchase order is created in Syncro.
  2. Zoho Flow creates a task in the selected project in Swit.
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Initiate a new task in Swit whenever an order is created in Syncro

Syncro + Swit

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Supported triggers and actions

Integrate Syncro and Swit 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

Idea posted

Triggers when a new idea is posted on the selected channel

Message posted

Triggers when a new message is posted on the selected channel

Task created

Triggers when a new task 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 project

Creates a project in the selected workspace

Create task

Creates a task in the selected project

Create idea

Posts an idea on the selected channel

Create message

Posts a message on the selected channel

Create comment on task

Posts a comment on the selected task

Fetch task

Fetches the details of an existing task

Fetch project

Fetches the details of an existing project by name

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 Swit?

Swit is a team collaboration platform that provides features such as chat, file sharing, task management, calendar, and more in a single interface.

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.

Learn more >

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.

Learn more >

Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

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

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

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