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
  1. The flow triggers when a new purchase order is created in Syncro.
  2. Zoho Flow creates a new task in the selected todo in Workstack.
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Initiate a new task in Workstack whenever an order is created in Syncro

Syncro + Workstack

Build your own integrations between Syncro and Workstack

Connect Syncro and Workstack with over 700+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

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 Syncro?

Syncro is a PSA, RMM, and Remote Session platform designed specifically for Managed Service Providers and IT admins.

CRM Helpdesk ITSM

What is Workstack?

Workstack is an online project management tool. You can plan projects, schedule meetings, and track budgets across projects.

Project Management

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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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

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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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