Syncro

syncromsp is an all in one platform for msps combining psa, rmm, and remote access integrating with make com enables automated ticket management, device monitoring, and invoicing workflows directly between syncromsp and other business tools this is ai generated content based on official syncro documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //syncromsp com/contact/ directly requirements to use the syncro app in make, you must have an active syncro account and an api key, https //syncromsp com/ for subscription, refer to the https //syncromsp com/ connect syncro and {{product name}} to get started, you must first create a connection between syncro and {{product name}} , allowing the two services to communicate obtain your api token in your syncro account create the connection in make obtain your api token in your syncro account before you create the connection in {{product name}} , you should first obtain your api token in your syncro account to obtain your api token navigate to your user menu and select profile/password click api token s click new token select the custom permissions tab enter a name for the api token, select an expiration, and set the required permissions click create api token copy the api token displayed on the confirmation page you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //docs syncromsp com/en us/imported/api tokens create the connection in {{product name}} https //www make com/en/register , add the syncro module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your syncro account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page syncro modules after connecting to the syncro app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a customer creates a new customer profile in your account create a lead creates a new lead record in your crm or sales platform create a ticket creates a new support ticket in the system delete a customer deletes a customer record from your account using the specified customer id delete a ticket deletes a specific ticket from your system using its unique id get a customer fetches detailed information for a specific customer using their unique id get a lead fetches detailed information for a specific lead using its unique id get a ticket fetches detailed information for a specific ticket using its unique id make an api call executes a custom api request using your authorized account search customers searches for specific customers based on given criteria or retrieves a complete list of all customers search leads searches for specific leads or retrieves a complete list of all leads search tickets searches for specific tickets based on criteria or retrieves a complete list of all tickets update a customer updates the details of a specific customer identified by their unique id update a lead updates the details of a specific lead identified by its unique id update a ticket updates the details of a specific ticket identified by its unique id watch new customers triggers when a new customer record is added to your account watch new invoices triggers when a new invoice is created in your account watch new payments triggers when a new payment transaction is recorded in your account watch new rmm alerts triggers when a new remote monitoring and management (rmm) alert is generated in your system watch ticket triggers when a new ticket is created, an existing ticket is updated, or a ticket is marked as resolved templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} syncro resources you can have access to more resources related to this app on the following links https //community make com/search?q=syncro https //syncromsp com/ https //api docs syncromsp com/ https //www make com/en/integrations/syncro