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
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
New sprint
Triggers when a new sprint is created in the selected project
New milestone
Triggers when a new milestone is created in the selected project
New client
Triggers when a new client is created
New task
Triggers when a new card is created in the selected project
New subtask
Triggers when a new subtask is created in the selected project
New project
Triggers when a new project is created
New person
Triggers when a new person is added
New time entry
Triggers when a new time entry is created in the selected project
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 sprint
Creates a new sprint in the selected project
Create milestone
Creates a new milestone in the selected project
Create label
Creates a new label
Create project
Creates a new project
Create time registration
Creates a new time registration
Create client
Creates a new client
Create task
Creates a new task
Create subtask
Creates a new sub task/to-do
Add person
Adds a new person
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.
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.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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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
Endless integrations. End to manual work.
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