Syncro + Zomentum

Create new Syncro customers from new Zomentum clients

This workflow springs into action the moment a new client is added to your Zomentum system. Communication between Zomentum and Syncro ensures a new customer profile is promptly created in Syncro. This automation aids in streamlining your customer management process, eliminating the need for manual data entry and fostering efficient customer relationship management. Experience seamless integration while maintaining consistent and organized customer records across both platforms.

When this happens...
Client Created
Triggers when a new client is created.
TriggerScheduled
automatically do this!
Create Customer
Creates a Customer in your Syncro account.
ActionWrite

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Supported triggers and actions

What does this mean?

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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- ClientCompanyId
- nameRequired
- companyTypeRequired
- logo
- Address Line 1
- Address Line 2
- pincode
- state
- country
- phone
- City
- Website
- Owner
- Source
- Campaign
- TwitterURL
- FacebookURL
- LinkedURL
- DateAcquired
- Owner Email
Action
Write
- OpportunityId
- NameRequired
- Client NameRequired
- Contact Email
- Opportunity Type
- Opportunity PipelineRequired
- Opportunity StageRequired
- Estimated Close Date
- Client Purchase Order (P.O.) Number
- Close Probability
- first nameRequired
- Last name
- Contact Type
- Estimated Value
- Source
- Campaign
- Owner Email
Action
Write

- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- ClientUserIdRequired
Action
Search
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

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
- emailRequired
- phone
- clientCompanyNameRequired
- contactType
- firstRequired
- last
- JobTitle
- Department
Action
Write
- OpportunityIdRequired
- Name
- Client Name
- Contact Email
- Opportunity Type
- Opportunity Pipeline
- Opportunity Stage
- Estimated Close Date
- Client Purchase Order (P.O.) Number
- Close Probability
- first name
- Last name
- Contact Type
- Estimated Value
- Source
- Campaign
- Owner Email
Action
Write
- ClientCompanyIdRequired
- GetOpportunities
- GetClientContact
Action
Search
- OpportunityIdRequired
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

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

About Zomentum

Zomentum is a sales funnel management tool built for MSPs

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

PRODUCTS

CAPABILITIES

By team

Syncro + Zomentum

Create new Syncro customers from new Zomentum clients

Client Created

Contact Created

Document Approved

Document Updated

Opportunity Updated

Create or Update Client

ClientCompanyId

companyTypeRequired

logo

Address Line 1

Address Line 2

pincode

state

country

phone

City

Website

Owner

Source

Campaign

TwitterURL

FacebookURL

LinkedURL

DateAcquired

Owner Email

Create or Update Opportunity

OpportunityId

NameRequired

Client NameRequired

Contact Email

Opportunity Type

Opportunity PipelineRequired

Opportunity StageRequired

Estimated Close Date

Client Purchase Order (P.O.) Number

Close Probability

first nameRequired

Last name

Contact Type

Estimated Value

Source

Campaign

Owner Email

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Get Client Contact

ClientUserIdRequired

New Customer

New Payment

New Ticket

Ticket Status Changed

Create Contact

Customer IDRequired

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