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 Syncro?
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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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Custom functions
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Learn more >Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
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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
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Technical Engineer, Master Liveaboards
