Integrate Syncro with Zoho Connect

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

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Create a new task in Zoho Connect when a new order is created in Syncro

Prevent new orders from being forgotten or delayed by creating tasks. This flow will create a new task in Zoho Connect when a order is created 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 section in Zoho Connect.
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Create a new task in Zoho Connect when a new order is created in Syncro

Syncro + Zoho Connect

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Supported triggers and actions

Integrate Syncro and Zoho Connect 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

Announcement created

Triggers when a new announcement is created in the selected group

Poll started

Triggers when a new poll is started in the selected group

Event created

Triggers when a new event is created

Task status updated

Triggers when a task status is updated in the selected board

Conversation posted

Triggers when a new conversation is posted

New board

Triggers when a new board is created

Task completed

Triggers when a task is completed in the selected board

Group member added

Triggers when a new member is added to the selected group

Network member added

Triggers when a new member is added to the selected network

Task created

Triggers when a new task is created

User name mentioned

Triggers when your user name is mentioned

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 group event

Creates a new group event

Create board from board template

Creates a new board from an existing saved template

Create task in section

Creates a new task in the selected section

Add member to group

Adds a member to the selected group

Add comment in post

Adds a comment in the specified post

Create board

Creates a new board

Add comment in task

Adds a comment in the specified task

Create conversation

Creates a new conversation in the selected group

Create private event

Creates a new private event

Add member to board

Adds a member to the selected board

Create forum post

Creates a new forum post

Invite user

Invites a user to the selected network

Create checklist

Creates a checklist for the specified task

Create group

Creates a new group in the selected network

Create private task

Creates a new private task

Archive task

Archives the selected task

Archive group

Archives the selected group

Unarchive board

Unarchives the selected board

Archive board

Archives the selected board

Unarchive group

Unarchives the selected group

Fetch user

Fetches the details of an existing user by email address

Remove member from group

Removes a member from the selected group

Fetch post

Fetches the details of an existing post by ID or metadata

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 Zoho Connect?

Zoho Connect is team collaboration software that helps teams communicate faster and get work done easily. You can plan tasks with your colleagues, prioritize, and track the progress of work.

Team Collaboration Zoho

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.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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

Toto

Technical Engineer, Master Liveaboards

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