Integrate Syncro with Yodiz

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

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

Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will add a new task to Yodiz 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 user story in Yodiz.
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Create a new task in Yodiz when a new order is created in Syncro

Syncro + Yodiz

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Supported triggers and actions

Integrate Syncro and Yodiz 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

Epic created

Triggers when a new epic is created

Issue created

Triggers when a new issue is created

Task created

Triggers when a new task is created in a user story

User story created

Triggers when a new user story is created

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 user story

Creates a new user story

Update epic

Updates the details of an existing epic

Create task

Creates a new task in the selected user story

Update user story

Updates the details of an existing user story

Create issue

Creates a new issue

Create epic

Creates a new epic

Update issue

Updates the details of an existing issue

Update task

Updates the details of an existing 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 Yodiz?

Yodiz is a web-based agile project management application for scaling agile and DevOps. It supports product backlog management, kanban, scrum management, bug tracking, team discussions, and software configuration management integrations.

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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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

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

Louis Castellano

CEO, Lakeside CNC Group

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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