Slack + Syncro

Post new Syncro invoices to Slack channels

If your sales are feeling like a black box for the rest of the team, set up a little automation to keep everyone informed. Once this Syncro-Slack integration is active, Zapier will automatically post new Syncro invoices to any Slack channel you need so no one is left out.

When this happens...
New Invoice
Triggers when a new invoice is created.
TriggerInstant
automatically do this!
Send Channel Message
Triggers when a new message is posted to a specific #channel you choose.
ActionWrite

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Supported triggers and actions

What does this mean?

New Customer
Triggers when you create a customer.
Trigger
Instant
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New Payment
Triggers when a payment is made.
Trigger
Instant
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New Ticket
Triggers when a Ticket is created.
Trigger
Instant
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Ticket Status Changed
Triggers when a Ticket status is changed.
Trigger
Instant
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- Customer IDRequired
- Contact NameRequired
- Address Line 1
- Address Line 2
- City
- State
- Zip/Postal Code
- Contact Email
- Phone Number
- Mobile Phone
- Contact Notes
Action
Write

- Customer IDRequired
- Estimate DateRequired
- Estimate Note
- Estimate StatusRequired
- Ticket ID
- Estimate Location ID
Action
Write
- Customer Phone or EmailRequired
- Ticket SubjectRequired
- Issue TypeRequired
- Ticket Status
- Ticket Initial Issue
- Ticket Initial Issue Subject
- Location ID
Action
Write

- Phone NumberRequired
Action
Write
- Customer IDRequired
- Business Name
- First Name
- Last Name
- Customer Email
- Phone
- Mobile
- Address Line 1
- Address Line 2
- City
- State
- Zip/Postal Code
- Customer Notes
- SMS Service Enabled
- Opt Out
- No Email - Of Any Kind
- Receive Billing Emails
- Receive Marketing Emails
- Receive Report Emails
- Referred By
- Referred by Customer ID
- Tax Rate ID
- Notification Email
- Additional Invoice CC Email Addresses
- Invoice Terms ID
Action
Write
- Query
Action
Search
New Channel
Triggers whenever a new #channel is created.
Trigger
Instant
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- Include Alias
Trigger
Instant
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- User Name
- Highlight Word
- Trigger for Bot Messages?
Trigger
Instant
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New Pushed Message
Triggers when you click the "Push to Zapier" button from a message in Slack.
Trigger
Instant
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New Saved Message
Triggers when you save a message.
Trigger
Instant
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- TextRequired
- Remind when?Required
- Remind who?
Action
Write
- ChannelRequired
- Message TextRequired
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap Id
- File
- Thread
- Send Channel Message?
Action
Write
- Channel NameRequired
Action
Write
- ChannelRequired
- TopicRequired
Action
Write
- Status Text
- Status Emoji
- Expiration Time
Action
Write
Delete Message
This action deletes an existing message in a specific channel on Slack. You need to provide the channel ID and the message timestamp as inputs.
Action
Write
- EmailRequired
- Return Raw Results?
Action
Search
- Full NameRequired
- Return Raw Results?
Action
Search

New Invoice
Triggers when a new invoice is created.
Trigger
Instant
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New RMM Alert
Triggers when an RMM Alert is created.
Trigger
Instant
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Ticket Resolved
Triggers when a Ticket is marked "Resolved".
Trigger
Instant
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- Appointment SubjectRequired
- Appointment Starts AtRequired
- Appointment Ends AtRequired
- Appointment Description
- Appointment Location Type
- Appointment Location
- Ticket ID
- Appointment Owner
- Additional Attendees
- All Day
- Customer ID
Action
Write
- First Name
- Last Name
- Business Name
- Email Address
- Phone Number
- Mobile Phone
- Street Address (Line 1)
- Address Line 2
- City
- State/County
- Zip/Postal Code
- Custom Fields
Action
Write
- First Name
- Last Name
- Business Name
- Email Address
- Phone Number
- Mobile Phone
- Street Address (Line 1)
- City
- State/County
- Zip/Postal Code
- Ticket Subject
- Ticket Description
- Ticket Issue Type
- Location ID
- Custom Fields
Action
Write
- Ticket IDRequired
- Start AtRequired
- Ends AtRequired
- User IDRequired
- Notes
- Product ID
- Comment ID
Action
Write
- Contact IDRequired
- Contact Name
- Customer ID
- Address Line 1
- Address Line 2
- Address City
- Address State
- Address Zip/Postal Code
- Contact Email
- Contact Phone
- Contact Title
- Contact Mobile Phone
- Contact Notes
Action
Write
- Ticket IDRequired
- Custom Field Ticket Type ID
- Ticket Number
- Ticket Subject
- Due Date
- Location ID
- Problem Type
- Ticket Status
- Assigned User ID
- Ticket Priority
- Contact ID
- Ticket SLA ID
Action
Write
- Trigger for Bot Messages?
Trigger
Instant
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- ChannelRequired
- Trigger for Bot Messages?
Trigger
Instant
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- Channel
- User Name
- Shared
Trigger
Instant
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- ChannelRequired
- Trigger for Bot Messages?
Trigger
Instant
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- Reaction
- Channel
- User
Trigger
Instant
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New User
Triggers when a new Slack user is created / first joins your org.
Trigger
Instant
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- ChannelRequired
- UsersRequired
Action
Write
- Send Multi Message
- Message TextRequired
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap Id
Action
Write
- ChannelRequired
- Message TextRequired
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap Id
- File
- Thread
- Send Channel Message?
Action
Write
- First Name
- Last Name
- Title
- Email
- User
Action
Write
- Raw Request User Info
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Search QueryRequired
- Sort By
- Sort Direction
Action
Search
- IDRequired
- Return Raw Results?
Action
Search
- UsernameRequired
- Return Raw Results?
Action
Search

About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

Learn more Help

Related categories

Team Chat

Similar apps

Chatwork

Team Chat

Microsoft Teams

Microsoft, Team Chat

Twist

Team Chat

About Syncro

Syncro is a platform to manage your IT Consulting / Managed Services business with CRM, Ticketing, full-featured RMM (remote machine management) and an emphasis on great communication.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Slack + Syncro

Post new Syncro invoices to Slack channels

New Customer

New Payment

New Ticket

Ticket Status Changed

Create Contact

Contact NameRequired

Address Line 1

Address Line 2

City

State

Zip/Postal Code

Contact Email

Phone Number

Mobile Phone

Contact Notes

Create Estimate

Customer IDRequired

Estimate DateRequired

Estimate Note

Estimate StatusRequired

Ticket ID

Estimate Location ID

Create Ticket

Customer Phone or EmailRequired

Ticket SubjectRequired

Issue TypeRequired

Ticket Status

Ticket Initial Issue

Ticket Initial Issue Subject

Location ID

Log Call

Phone NumberRequired

Update Customer

Customer IDRequired

Business Name

First Name

Last Name

Customer Email

Phone

Mobile

Address Line 1

Address Line 2

City

State

Zip/Postal Code

Customer Notes

SMS Service Enabled

Opt Out

No Email - Of Any Kind

Receive Billing Emails

Receive Marketing Emails

Receive Report Emails

Referred By

Referred by Customer ID

Tax Rate ID

Notification Email

Additional Invoice CC Email Addresses

Invoice Terms ID

Find Customer

Query

New Channel

New Team Custom Emoji

Include Alias

New Mention

User Name

Highlight Word

Trigger for Bot Messages?

New Pushed Message

New Saved Message

Add Reminder

TextRequired

Remind when?Required

Remind who?

Send Channel Message

ChannelRequired