Zapier is a web-based software that allows you to connect various online tools and web services together—an event in one service can trigger an event in another. Examples of Zaps include the following:

• When a Customer Organization is created in my Syncro account, create a Contact in Google Contacts.
• When an Invoice is created in Syncro, send it to another accounting platform.
• When an End User/Contact is created in my Syncro account, add them to Constant Contact.
• Create a Google Calendar reminder a year after a specific sale is made in Syncro.

IMPORTANT: This integration currently doesn't allow a full "two-way sync," where everything is updated on both sides with every update.

Available Events & Actions

The Syncro-Zapier integration currently allows you to hook into the following Event Triggers and send the resulting data into any of the 2,000+ Zapier apps in their directory:

• A new Customer Organization, Invoice, Payment, RMM Alert, or Ticket was created,
• A Ticket Status is changed, or
• A Ticket is Resolved.

Notes: 

• Zapier doesn't currently support Custom Ticket Fields when using an Event Trigger to create a new Ticket.
• The New Invoice Event Trigger has a five (5) minute delay to compensate for the fact that Syncro doesn't know when an Invoice is "done being edited." We think on average that's how long it takes before people are done editing line items.

Zaps can also perform the following Actions:

• Create a Customer Organization, End User/Contact, Ticket, Ticket Timer Entry, Appointment, Estimate, or Lead, 
• Update an existing Customer Organization, End User/Contact, or Ticket
• Log a call

Finally, Zaps can search for existing Customer Organizations.

Obtain an API Token for Zapier

To set up the Syncro-Zapier integration, first follow these steps:

1. In Syncro, navigate to Admin > API - API Tokens.
2. Click +New Token.
3. In the Zapier row, click Create Token.
4. Make any desired adjustments to the permissions.
5. Click Create API Token.
6. On the New Zapier API Token Created screen, copy the key and paste it somewhere safe. 
   IMPORTANT: Syncro will never display this token again, so you must save it somewhere secure
7. Click Done.

1. Sign up for a Zapier account (or sign into an existing Zapier account).
2. In Syncro, navigate to Admin > Integrations - App Center, then select the Zapier app card.
   Tip: Search for Zapier in the field or click the Business Automation category to filter the list of app cards.
3. Click the Invite Link. This opens Zapier in a new tab/window:
   

Connect Apps to Syncro

There are several ways to connect an app to Syncro; here's one:

1. Scroll down to the "Connect Syncro to 3,000+ Apps" section:
   
2. Click Try It next to a task you're considering a Zap for.
3. Read the instructions on the next screen, then click Get Started.
4. If you previously created a Syncro Zap, click the radio button by Syncro-Zapier, click Next, then skip to step N.
5. Otherwise, click Connect:
   
6. This opens an "Allow Zapier to access your Syncro Account?" window:
   
    
7. Paste the API token you previously into the API Token field.
8. Fill in your Syncro Subdomain (found in your Syncro site URL).
9. Click Yes, Continue.
10. Click Next.
11. If you need to connect to another site such as Gmail, follow the prompts to do that.
12. On the "Let's test out this workflow" screen, click Send Test.
13. If that's successful, click Next.
14. Click Turn on Workflow to activate the Zap.