Create tasks in Capsule CRM from new rmm alerts in Syncro
Stay ahead of your tasks with this intuitive workflow. When an alert pops up in your Syncro app, a new task is immediately created in your Capsule CRM, saving you the hassle of manual entries. Streamline your task management process and never miss an alert again, maintaining a seamless path for optimal customer relations within your CRM.
Stay ahead of your tasks with this intuitive workflow. When an alert pops up in your Syncro app, a new task is immediately created in your Capsule CRM, saving you the hassle of manual entries. Streamline your task management process and never miss an alert again, maintaining a seamless path for optimal customer relations within your CRM.
- When this happens...New RMM Alert
Triggers when an RMM Alert is created.
- automatically do this!Create Task
Creates a new Task.
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New Customer
Triggers when you create a customer.
Try ItNew Payment
Triggers when a payment is made.
Try ItNew Ticket
Triggers when a Ticket is created.
Try ItTicket Status Changed
Triggers when a Ticket status is changed.
Try It
New Invoice
Triggers when a new invoice is created.
Try ItNew RMM Alert
Triggers when an RMM Alert is created.
Try ItTicket Resolved
Triggers when a Ticket is marked "Resolved".
Try ItAppointment SubjectRequired
Appointment Starts AtRequired
Appointment Ends AtRequired
Appointment Description
Appointment Location Type
Appointment Location
Ticket ID
Appointment Owner
Additional Attendees
All Day
Customer ID