Create tickets for new customers in Syncro for streamlined management
Ensure a seamless customer support process with this workflow. When a new customer joins via the Syncro app, a ticket is immediately created for them in the Syncro system. This automation saves you the manual work of ticket creation and allows you to promptly handle customer issues, enhancing your service speed and customer experience.
Ensure a seamless customer support process with this workflow. When a new customer joins via the Syncro app, a ticket is immediately created for them in the Syncro system. This automation saves you the manual work of ticket creation and allows you to promptly handle customer issues, enhancing your service speed and customer experience.
- When this happens...
New CustomerTriggers when you create a customer.
TriggerInstantThis event starts a Zap instantly. - automatically do this!Create Ticket
Creates a Ticket in your Syncro account.
ActionWriteCreate a new record or update an existing record in your app.
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New Customer
Triggers when you create a customer.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Payment
Triggers when a payment is made.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Ticket
Triggers when a Ticket is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Ticket Status Changed
Triggers when a Ticket status is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Customer IDRequired
Contact NameRequired
Address Line 1
Address Line 2
City
State
Zip/Postal Code
Contact Email
Phone Number
Mobile Phone
Contact Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer IDRequired
Estimate DateRequired
Estimate Note
Estimate StatusRequired
Ticket ID
Estimate Location ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer Phone or EmailRequired
Ticket SubjectRequired
Issue TypeRequired
Ticket Status
Ticket Initial Issue
Ticket Initial Issue Subject
Location ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Phone NumberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Query
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New RMM Alert
Triggers when an RMM Alert is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Ticket Resolved
Triggers when a Ticket is marked "Resolved".
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Ticket IDRequired
Start AtRequired
Ends AtRequired
User IDRequired
Notes
Product ID
Comment ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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.
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