Syncro
The Syncro modules allow you to monitor, create, update, list, and delete the customers, tickets, and leads in your Syncro account.
Prerequisites
- A Syncro account
In order to use Syncro with Make, it is necessary to have a Syncro account. If you do not have one, you can create a Syncro account at syncromsp.com.
To connect your Syncro account to Make you need to obtain the Access Token from your Syncro account and insert it in the Create a connection dialog in the Make module.
1. Log in to your Syncro account.
2. Click Your Profile Icon > Settings > API Tokens > New Token > Custom Permissions.
3. Enter a name for the token, select permissions, and click Create API Token.
4. Copy the API token to your clipboard and store it in a safe place.
5. Go to Make and open the Syncro module's Create a connection dialog.
6. In the Connection name field, enter a name for the connection.
7. In the Domain Name field, enter your Syncro account's URL address domain name. For example, if your account's URL is https://www.xyz.syncromsp.com, then the domain is xyz.
8. In the Access Token field, enter the token copied in step 4, and click Continue.
The connection has been established.
- Open any Watch module, enter a name for the webhook, and click Save. Copy the URL address to your clipboard and save the trigger.
- Log in to your Syncro account. Click Your Account Name > Settings > Notifications Center > New Notification Set.
- Enter a name for the webhook, select the users to notify about the event, in the Webhook URL field, enter the URL address copied in step 1, and select the events for which you want to receive the notifications.
- Click Create Notification Set.
The webhook is successfully created. You will receive notifications when a new customer is created.