Integrate Syncro with Flow

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

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Create a new task in Flow when a new order is created in Syncro

Prevent new orders from being forgotten or delayed by creating tasks. This flow will initiate a new task in Flow whenever an 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 workspace in Flow.
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Create a new task in Flow when a new order is created in Syncro

Syncro + Flow

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Supported triggers and actions

Integrate Syncro and Flow using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Appointment added

Triggers when a new appointment is added

Ticket added

Triggers when a new ticket is added

Purchase order created

Triggers when a new purchase order is created

Vendor added

Triggers when a new vendor is added

Contract added

Triggers when a new contract is added

Contact added

Triggers when a new contact is added

Customer added

Triggers when a new customer is added

RMM alert created

Triggers when a new RMM alert is created

Asset created

Triggers when a new asset is created

Lead added

Triggers when a new lead is added

Payment created

Triggers when a new payment is created

Product added

Triggers when a new product is added

Item added

Triggers when a new item is added

Invoice added

Triggers when a new invoice is added

Team created

Triggers when a new team is created

Project created

Triggers when a new project is created

Task updated

Triggers when the selected task is updated

Task created

Triggers when a new task is created

Project updated

Triggers when the details of an existing project are updated

All Actions - Actions are the automated tasks

Create customer

Creates a new customer

Create invoice

Creates a new invoice

Create lead

Creates a new lead

Create vendor

Creates a vendor

Create contract

Creates a new contract

Create payment

Creates a new payment

Create product

Creates a new product

Create appointment

Creates a new appointment

Create contact

Creates a new contact

Create ticket

Creates a ticket

Create task

Creates a new task in the selected workspace

Post comment

Posts a comment in the selected task

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 Flow?

Flow is project and task management software. You can track resources, collaborate with your team, and organize tasks with custom views.

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.

Learn more >

Custom functions

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

Learn more >

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. 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

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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