Integrate Syncro with Workstack
Send information between Syncro and Workstack automatically, without writing any code, using Zoho Flow.
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Initiate a new task in Workstack whenever an order is created in Syncro
Prevent new orders from being forgotten or delayed by creating tasks. This flow will add a new task to Workstack whenever a new order is placed in Syncro.
How it works
- The flow triggers when a new purchase order is created in Syncro.
- Zoho Flow creates a new task in the selected todo in Workstack.
Initiate a new task in Workstack whenever an order is created in Syncro
Syncro + Workstack
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Supported triggers and actions
Integrate Syncro and Workstack 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 todo
Triggers when a new todo is created in the selected project
New meeting
Triggers when a new meeting is created for the selected user
New todo list
Triggers when a new todo list is created in the selected project
New project
Triggers when a new project is created
New task
Triggers when a new task is created for the selected user
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 todo list
Creates a new todo list in the selected project
Create task
Creates a new task in the selected todo
Create meeting
Creates a new meeting
Create project
Creates a new project
Create todo
Creates a new todo in the selected project
What is Workstack?
Workstack is an online project management tool. You can plan projects, schedule meetings, and track budgets across projects.
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Learn more >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
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