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Integrate Syncro with Zomentum to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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How Zapier works

Zapier makes it easy to integrate Syncro with Zomentum - no code necessary. See how you can get setup in minutes.

Select a trigger from Syncro

A trigger is an event that starts your Zap and runs the workflow. For example, with Syncro, a trigger could be "New Customer."

A trigger is the event that kicks off your automated workflow.

Setup an action from Zomentum

An action is what takes place after the automation is triggered. For example, with Zomentum, the action could be "Create or Update Client."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Syncro to Zomentum

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Set up your first integration

Quickly connect Syncro to Zomentum with a Zapier template.

Our most popular template

Create Syncro leads from newly created Zomentum opportunities
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Zomentum + Syncro
Create new Syncro customers from new Zomentum clients
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Zomentum + Syncro
Create new Syncro customers from newly created Zomentum contacts
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Zomentum + Syncro
Create new tickets in Syncro for every approved document in Zomentum
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Zomentum + Syncro

Create Syncro leads from newly created Zomentum opportunities

Zomentum + Syncro

Create new Syncro customers from new Zomentum clients

Zomentum + Syncro

Create new Syncro customers from newly created Zomentum contacts

Zomentum + Syncro

Create new tickets in Syncro for every approved document in Zomentum

Zomentum + Syncro

Make work flow with AI

Level up your Syncro to Zomentum integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Syncro and Zomentum to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Syncro and Zomentum to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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 ID
- Contact Name
  Required
- Address Line 1
- Address Line 2
- City
- State
- Zip/Postal Code
- Contact Email
- Phone Number
- Mobile Phone
- Contact Notes
Action
Write

- Customer ID
- Estimate Date
  Required
- Estimate Note
- Estimate Status
  Required
- Ticket ID
- Estimate Location ID
Action
Write
- Customer Phone or Email
  Required
- Ticket Subject
  Required
- Issue Type
  Required
- Estimate Status
  Required
- Ticket Initial Issue
- Ticket Initial Issue Subject
- Estimate Location ID
Action
Write

- Phone Number
  Required
Action
Write
- Contact ID
  Required
- Business Name
- First Name
- Last Name
- Contact Email
- Phone Number
- Mobile Phone
- Street Address (Line 1)
- Address Line 2
- City
- State
- Zip/Postal Code
- Contact 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
Client Updated
Triggers when a client is updated.
Trigger
Scheduled
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Contact Updated
Triggers when a contact is update.
Trigger
Scheduled
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Document Created
Triggers when a new Document is created.
Trigger
Scheduled
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Opportunity Created
Triggers when a new Opportunity is created.
Trigger
Scheduled
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Users
Triggers when fetch owner while creating client.
Trigger
Scheduled
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- ClientCompanyId
- Contact Email
- Phone Number
- clientCompanyName
  Required
- contactType
- first
  Required
- last
- JobTitle
- Department
Action
Write
- Contact ID
  Required
- Contact Name
  Required
- clientCompanyName
  Required
- Contact Email
- Opportunity Type
- Opportunity Pipeline
  Required
- Opportunity Stage
  Required
- Estimated Close Date
- Client Purchase Order (P.O.) Number
- Close Probability
- first
  Required
- last
- contactType
- Estimated Value
- Source
- Campaign
- Owner Email
Action
Write
- Contact ID
  Required
- GetOpportunities
- GetClientContact
Action
Search
- Contact ID
  Required
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 Subject
  Required
- Appointment Starts At
  Required
- Appointment Ends At
  Required
- 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
- Contact Email
- Phone Number
- Mobile Phone
- Street Address (Line 1)
- Address Line 2
- City
- State
- Zip/Postal Code
- Custom Fields
Action
Write
- First Name
- Last Name
- Business Name
- Contact Email
- Phone Number
- Mobile Phone
- Street Address (Line 1)
- City
- State
- Zip/Postal Code
- Ticket Subject
- Ticket Description
- Ticket Issue Type
- Estimate Location ID
- Custom Fields
Action
Write
- Ticket ID
- Appointment Starts At
  Required
- Appointment Ends At
  Required
- Appointment Owner
- Contact Notes
- Product ID
- Comment ID
Action
Write
- Contact ID
  Required
- Contact Name
  Required
- Customer ID
- Address Line 1
- Address Line 2
- City
- State
- Zip/Postal Code
- Contact Email
- Phone Number
- Contact Title
- Mobile Phone
- Contact Notes
Action
Write
- Contact ID
  Required
- Custom Field Ticket Type ID
- Ticket Number
- Ticket Subject
  Required
- Due Date
- Estimate Location ID
- Issue Type
  Required
- Estimate Status
  Required
- Appointment Owner
- Ticket Priority
- Contact ID
- Ticket SLA ID
Action
Write
Client Created
Triggers when a new client is created.
Trigger
Scheduled
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Contact Created
Triggers when a new contact is created.
Trigger
Scheduled
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Document Approved
Triggers when to get items details for the approved document.
Trigger
Scheduled
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Document Updated
Triggers when Document is updated.
Trigger
Scheduled
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Opportunity Updated
Triggers when Opportunity is updated.
Trigger
Scheduled
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- Contact ID
  Required
- Contact Name
  Required
- companyType
  Required
- logo
- Address Line 1
- Address Line 2
- pincode
- State
- country
- Phone Number
- City
- Website
- Owner
- Source
- Campaign
- TwitterURL
- FacebookURL
- LinkedURL
- DateAcquired
- Owner Email
Action
Write
- Contact ID
  Required
- Contact Name
  Required
- clientCompanyName
  Required
- Contact Email
- Opportunity Type
- Opportunity Pipeline
  Required
- Opportunity Stage
  Required
- Estimated Close Date
- Client Purchase Order (P.O.) Number
- Close Probability
- first
  Required
- last
- contactType
- Estimated Value
- Source
- Campaign
- Owner Email
Action
Write
- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Contact ID
  Required
Action
Search

Learn how to automate Syncro on the Zapier blog

Learn how to automate Zomentum on the Zapier blog

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.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Zomentum

Zomentum is a sales funnel management tool built for MSPs

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

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