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Syncro + Zapier Tables

Create new records in Zapier Tables for each new customer in Syncro

Streamline your customer data management with this useful workflow. When a new customer is added in the Syncro platform, a corresponding record is immediately created in the Zapier Tables app. This automation ensures a perfectly organized record of your growing customer base, reducing the chance of oversight and enhancing efficiency. Keep your customer data easily accessible and up-to-date without added hassle.

Streamline your customer data management with this useful workflow. When a new customer is added in the Syncro platform, a corresponding record is immediately created in the Zapier Tables app. This automation ensures a perfectly organized record of your growing customer base, reducing the chance of oversight and enhancing efficiency. Keep your customer data easily accessible and up-to-date without added hassle.

  1. When this happens...
    SyncroSyncro
    New Customer

    Triggers when you create a customer.

    TriggerInstant
  2. automatically do this!
    Zapier TablesZapier Tables
    Create Record

    Creates a new record on a table.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Syncro triggers, actions, and search

    New Customer

    Triggers when you create a customer.

    Trigger
    Instant
    Try It
  • Syncro triggers, actions, and search

    Ticket Status Changed

    Triggers when a Ticket status is changed.

    Trigger
    Instant
    Try It
  • Syncro triggers, actions, and search

    Ticket Resolved

    Triggers when a Ticket is marked "Resolved".

    Trigger
    Instant
    Try It
    • 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
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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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Related categories

  • CRM (Customer Relationship Management)

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