Syncro

The Syncro modules allow you to monitor, create, update, list, and delete the customers, tickets, and leads in your Syncro account.

Getting Started with Syncro

Prerequisites

  • A Syncro account

In order to use Syncro with Make, it is necessary to have a Syncro account. If you do not have one, you can create a Syncro account at syncromsp.com.

Note

The module dialog fields that are displayed in bold (in the Make scenario, not in this documentation article) are mandatory!

Connecting Syncro to Make

To connect your Syncro account to Make you need to obtain the Access Token from your Syncro account and insert it in the Create a connection dialog in the Make module.

1. Log in to your Syncro account.

2. Click Your Profile Icon > Settings > API Tokens > New Token > Custom Permissions.

3. Enter a name for the token, select permissions, and click Create API Token.

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4. Copy the API token to your clipboard and store it in a safe place.

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5. Go to Make and open the Syncro module's Create a connection dialog.

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6. In the Connection name field, enter a name for the connection.

7. In the Domain Name field, enter your Syncro account's URL address domain name. For example, if your account's URL is https://www.xyz.syncromsp.com, then the domain is xyz.

8. In the Access Token field, enter the token copied in step 4, and click Continue.

The connection has been established,

Customers

See Setting Up Syncro Webhooks to add webhooks to your Syncro account.

Triggers when a new customer has been created.

Searches for customers or lists them all.

Connection

Establish a connection to your Syncro account.

Sort Field

Select or map the field to sort the customers. For example, first name.

Sort Order

Select or map the order in which you want to sort the customers. For example, Ascending.

Search Query

Enter (map) the keyword or phrase to search the customers that match the query.

First Name

Enter (map) the customer's first name to search for the customers that match the name.

Last Name

Enter (map) the customer's last name to search for the customers that match the name.

Business Name

Enter (map) the business name to search for the customers that match the name.

Customer ID

Select or map the Customer ID to search for the customer that matches the specified ID.

Exclude ID

Select or map the Exclude ID to search for the customer that matches the specified ID.

Email

Enter (map) the email address to search the customers with the specified email address.

Include Disabled

Select whether you want to return the list of customers that includes disabled customers.

Limit

Set the maximum number of customers Make should return during one execution cycle.

Retrieves a single customer specified by ID.

Connection

Establish a connection to your Syncro account.

Customer ID

Select or map the Customer ID whose details you want to retrieve.

Creates a new customer.

Connection

Establish a connection to your Syncro account.

Business Name

Enter (map) the customer's business name.

First Name

Enter (map) the customer's first name.

Last Name

Enter (map) the customer's last name.

Email

Enter (map) the customer's email address.

Phone

Enter (map) the customer's contact phone number.

Mobile

Enter (map) the customer's contact mobile number.

Address

Enter (map) the customer's or company's street name.

Address2

Enter (map) the customer's or company's street name.

City

Enter (map) the customer's or company's city name.

State

Enter (map) the customer's or company's state name.

ZIP

Enter (map) the customer's or company's area ZIP code.

Notes

Enter (map) any additional information about the customer.

Get SMS

Select whether you want to enable the SMS for the customer.

Opt Out

Select whether the customer has an opt-out of marketing emails.

No Email

Select whether the customer has an email address.

Get Billing

Select whether you want to get billing information about the customer.

Get Marketing

Select whether you want to get marketing information about the customer.

Get Reports

Select whether you retrieve reports for the customer.

Reference Customer ID

Enter (map) the Customer Reference ID of the customer.

Referred By

Enter (map) the referrer's name or ID who referred Syncro to the customer.

Tax Rate ID

Enter (map) the customer's Tax Rate ID.

Notification Emails

Add the email addresses to whom to notify about the invoices.

Invoice CC Emails

Add the email address to add in the CC field of the notification email about the invoice.

Invoice Term ID

Enter (map) the customer's Invoice Term ID.

Properties

Add the customer properties key and their values. For example, the customer's date of birth.

Updates a customer as specified by ID.

Connection

Establish a connection to your Syncro account.

Customer ID

Select or map the Customer ID whose details you want to update.

Business Name

Enter (map) the customer's business name.

First Name

Enter (map) the customer's first name.

Last Name

Enter (map) the customer's last name.

Email

Enter (map) the customer's email address.

Phone

Enter (map) the customer's contact phone number.

Mobile

Enter (map) the customer's contact mobile number.

Address

Enter (map) the customer's or company's street name.

Address2

Enter (map) the customer's or company's street name.

City

Enter (map) the customer's or company's city name.

State

Enter (map) the customer's or company's state name.

ZIP

Enter (map) the customer's or company's area ZIP code.

Notes

Enter (map) any additional information about the customer.

Get SMS

Select whether you want to enable the SMS for the customer.

Opt Out

Select whether the customer has an opt-out of marketing emails.

No Email

Select whether the customer has an email address.

Get Billing

Select whether the customer will receive emails about the billing information.

Get Marketing

Select whether the customer will receive the marketing information.

Get Reports

Select whether the customer will receive the email about their reports.

Reference Customer ID

Enter (map) the Customer Reference ID of the customer.

Referred By

Enter (map) the referrer's name or ID who referred Syncro to the customer.

Tax Rate ID

Enter (map) the customer's Tax Rate ID.

Notification Emails

Add the email addresses to whom to notify about the invoices.

Invoice CC Emails

Add the email address to add in the CC field of the notification email about the invoice.

Invoice Term ID

Enter (map) the customer's Invoice Term ID.

Properties

Add the customer properties key and their values. For example, the customer's date of birth.

Deletes a customer specified by ID.

Connection

Establish a connection to your Syncro account.

Customer ID

Select or map the Customer ID you want to delete.

Tickets

See Setting Up Syncro Webhooks to add webhooks in your Syncro account.

Triggers when a ticket has been created, updated, or resolved.

Searches for tickets or lists them all.

Connection

Establish a connection to your Syncro account.

Customer ID

Select or map the Customer ID whose tickets you want to search.

Contact ID

Select or map the Contact ID whose tickets you want to search.

Number

Enter (map) the ticket number you want to search.

Resolve After

Enter (map) the date to list the tickets that were resolved on or after the specified date.

Since Updated At

Enter (map) the date to list the tickets that were updated on the specified date.

Status

Enter (map) the status of the ticket to search for the tickets that match the specified status. For example, In Progress.

Search Query

Enter (map) the keyword or phrase to search the tickets that match the query.

Email

Enter (map) the customer's email address whose tickets you want to search.

User ID

Select or map the User ID whose tickets you want to search.

Mine

Select whether you search the tickets that were assigned or created by you.

Ticket Search ID

Select or map the Ticket ID whose details you want to search.

Limit

Set the maximum number of tickets Make should return during one execution cycle.

Retrieves a single ticket specified by ID.

Creates a new ticket.

Connection

Establish a connection to your Syncro account.

Customer ID

Select or map the Customer ID whose ticket you are creating.

Subject

Enter (map) the subject line of the ticket.

Number

Enter (map) the ticket number.

Due Date

Enter (map) the date by which the ticket must be resolved.

Start At

Enter (map) the date on which the work on the ticket starts.

End At

Enter (map) the date on which the work on the ticket ends.

Ticket Type ID

Enter (map) the Ticket Type ID. For example, Regular maintenance.

Location ID

Enter (map) the ticket's Location ID. For example, Online.

Problem Type

Enter (map) the problem type of the ticket. For example, bug.

Status

Enter (map) the ticket status. For example, In review.

User ID

Select or map the User ID to whom the ticket is assigned.

Properties

Add the ticket property key and its value. For example, device.

Asset IDs

Add the required Asset IDs for the ticket. For example, software.

Signature Name

Enter (map) the applicable signature name for the ticket.

Signature Data

Enter (map) the signature data.

SLA ID

Enter (map) the SLA ID applicable to the ticket. For example, high.

Contact ID

Select or map the Contact ID for the ticket.

Priority

Enter (map) the priority of the ticket. For example, urgent.

Outtake Form Data

Enter (map) the effort details of the ticket.

Outtake From Date

Enter (map) the date of the outtake efforts.

Outtake From Name

Enter (map) the name of the outtake.

Comments Attributes

Add the comments for the ticket:

Subject

Enter (map) the subject line of the comment for the ticket.

Body

Enter (map) the comment text.

Hidden

Select whether you hide the comments from the members.

SMS Body

Enter (map) the message box text to notify the members.

Do not Email

Select whether you do not want to email the comment notification to the members.

Tech

Enter (map) the developer name who has posted the comment.

Updates a ticket specified by ID.

Connection

Establish a connection to your Syncro account.

Ticket ID

Select or map the Ticket ID whose details you want to update.

Customer ID

Select or map the Customer ID to whom the ticket belongs to.

Subject

Enter (map) the subject line of the ticket.

Number

Enter (map) the ticket number.

Due Date

Enter (map) the date by which the ticket must be resolved.

Start At

Enter (map) the date on which the work on the ticket starts.

End At

Enter (map) the date on which the work on the ticket ends.

Ticket Type ID

Enter (map) the Ticket Type ID. For example, Regular maintenance.

Location ID

Enter (map) the ticket's Location ID. For example, Online.

Problem Type

Enter (map) the problem type of the ticket. For example, bug.

Status

Enter (map) the ticket status. For example, In review.

User ID

Select or map the User ID to whom the ticket is assigned.

Properties

Add the ticket property key and its value. For example, device.

Asset IDs

Add the required Asset IDs for the ticket. For example, software.

Signature Name

Enter (map) the applicable signature name for the ticket.

Signature Data

Enter (map) the signature data.

SLA ID

Enter (map) the SLA ID applicable to the ticket. For example, high.

Contact ID

Select or map the Contact ID for the ticket.

Priority

Enter (map) the priority of the ticket. For example, urgent.

Outtake from Data

Enter (map) the effort details of the ticket.

Outtake from Date

Enter (map) the date of the outtake efforts.

Outtake from Name

Enter (map) the name of the outtake.

Comments Attribute

Add the comments for the ticket:

Subject

Enter (map) the subject line of the comment for the ticket.

Body

Enter (map) the comment text.

Hidden

Select whether you hide the comments from the members.

SMS Body

Enter (map) the message box text to notify the members.

Do Not Email

Select whether you do not want to email the comment notification to the members.

Tech

Enter (map) the developer name who has posted the comment.

Deletes a ticket specified by ID.

Connection

Establish a connection to your Syncro account.

Ticket ID

Select or map the Ticket ID you want to delete.

Leads

Searches for leads or lists them all.

Connection

Establish a connection to your Syncro account.

Statuses List

Select or map the status of the leads you want to search.

Search Query

Enter (map) the keyword or phrase to search the leads that match the query.

Users

Select or map the users whose associated leads you want to search.

Mailbox IDs

Enter (map) comma-separated Mailbox IDs to search the leads associated with the specified IDs.

Has Ticket

Select whether the lead has any existing tickets.

Limit

Set the maximum number of leads Make should return during one execution cycle.

Retrieves a single lead specified by ID.

Connection

Establish a connection to your Syncro account.

Lead ID

Select or map the Lead ID whose details you want to retrieve.

Creates a new lead.

Connection

Establish a connection to your Syncro account.

Address

Enter (map) the address of the lead.

Business Name

Enter (map) the lead's business name.

City

Enter (map) the lead's city name.

ZIP

Enter (map) the lead's postal code.

Converted

Select whether the lead is converted to a customer.

Message Read

Select whether the lead can read the messages.

Disabled

Select whether the lead is disabled.

Email

Enter (map) the lead's email address.

First Name

Enter (map) the lead's first name.

Last Name

Enter (map) the lead's last name.

Mobile

Enter (map) the lead's mobile number.

Phone

Enter (map) the lead's phone number.

State

Enter (map) the lead's state or province name.

Ticket Description

Enter (map) the lead's ticket details.

Ticket Problem Type

Enter (map) the lead's ticket problem type. For example, bug.

Ticket Subject

Enter (map) the lead's ticket subject line.

Location ID

Enter (map) the lead's Location ID.

From Check-In

Select whether lead can check-ín.

Customer ID

Select or map the lead's Customer ID.

Ticket ID

Select or map the lead's Ticket ID.

Hidden Notes

Enter (map) the note text about the lead which is shared internally.

Contact ID

Select or map the Contact ID of the lead.

Appointment Name

Enter (map) the lead's appointment name.

Status

Select or map the lead's opportunity. For example, Won.

User ID

Select or map the User ID assigned to the lead.

Ticket Type ID

Enter (map) the Ticket Type ID of the lead.

Mailbox ID

Enter (map) the lead's Mailbox ID.

Opportunity Start Date

Enter (map) the date when the opportunity with the lead has started.

Opportunity Amount Dollars

Enter (map) the amount you will earn from this opportunity.

Likelihood

Enter (map) the amount of likelihood that lead will be closed successfully.

Properties

Add the lead's property key and its value. For example, lead's address.

Ticket Properties

Add the lead's ticket properties. For example, ticket number.

Customer Purchase ID

Enter (map) the Customer Purchase ID related to the lead.

Signature Date

Enter (map) the lead's signature date.

Signature Name

Enter (map) the name that appears on the lead's signature.

Signature Data

Enter (map) the lead's signature data.

Appointment Type ID

Enter (map) the lead's Appointment Type ID.

Updates a lead specified by ID.

Connection

Establish a connection to your Syncro account.

Lead ID

Select or map the Lead ID whose details you want to update.

Address

Enter (map) the address of the lead.

Business Name

Enter (map) the lead's business name.

City

Enter (map) the lead's city name.

ZIP

Enter (map) the lead's area postal code.

Converted

Select whether the lead is converted to a customer.

Message Read

Select whether the lead can read the messages.

Disabled

Select whether the lead is disabled.

Email

Enter (map) the lead's email address.

First Name

Enter (map) the lead's first name.

Last Name

Enter (map) the lead's last name.

Mobile

Enter (map) the lead's mobile number.

Phone

Enter (map) the lead's phone number.

State

Enter (map) the lead's state or province name.

Ticket Description

Enter (map) the lead's ticket details.

Ticket Problem Type

Enter (map) the lead's ticket problem type. For example, bug.

Ticket Subject

Enter (map) the lead's ticket subject line.

Location ID

Enter (map) the lead's Location ID.

From Check-In

Select whether lead can check-ín.

Customer ID

Select or map the lead's Customer ID.

Ticket ID

Select or map the lead's Ticket ID.

Hidden Notes

Enter (map) the note text about the lead which is shared internally.

Contact ID

Select or map the Contact ID of the lead.

Appointment Time

Enter (map) the lead's appointment name.

Status

Select or map the lead's opportunity. For example, Won.

User ID

Select or map the User ID assigned to the lead.

Ticket Type ID

Enter (map) the Ticket Type ID of the lead.

Mailbox ID

Enter (map) the lead's Mailbox ID.

Opportunity Start Date

Enter (map) the date when the opportunity with the lead has started.

Opportunity Amount Dollars

Enter (map) the amount you will earn from this opportunity.

Likelihood

Enter (map) the amount of likelihood that lead will be closed successfully.

Properties

Add the lead's property key and its value. For example, lead's address.

Ticket Properties

Add the lead's ticket properties. For example, ticket number.

Customer Purchase ID

Enter (map) the Customer Purchase ID related to the lead.

Signature Date

Enter (map) the lead's signature date.

Signature Name

Enter (map) the name that appears on the lead's signature.

Signature Data

Enter (map) the lead's signature data.

Appointment Type ID

Enter (map) the lead's Appointment Type ID.

Invoices and Payments

See Setting Up Syncro Webhooks to add webhooks in your Syncro account.

Triggers when a new invoice has been added.

Triggers when a new payment has been added.

RMM

See Setting Up Syncro Webhooks to add webhooks in your Syncro account.

Triggers when a new RMM alert has been added.

Other

Performs an arbitrary authorized API call.

Connection

Establish a connection to your Syncro account.

URL

Enter a path relative to https://gigrove.com/api/request For example: /v1/orders

Note

For the list of available endpoints, refer to the Syncro API Documentation.

Method

Select the HTTP method you want to use:

GET to retrieve information for an entry.

POST to create a new entry.

PUT to update/replace an existing entry.

PATCH to make a partial entry update.

DELETE to delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

The following API call returns all the customers from your Syncro account:

URL: /v1/customers

Method: GET

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Matches of the search can be found in the module's Output under Bundle > Body > customers.

In our example, 4 customers were returned:

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Setting Up Syncro Webhooks

1. Open any Watch module, enter a name for the webhook, and click Save. Copy the URL address to your clipboard and save the trigger.

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2. Log in to your Syncro account. Click Your Account Name > Settings > Notifications Center > New Notification Set.

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3. Enter a name for the webhook, select the users to notify about the event, in the Webhook URL field, enter the URL address copied in step 1, and select the events for which you want to receive the notifications.

4. Click Create Notification Set.

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The webhook is successfully created. You will receive notifications when a new customer is created.