Integrate Syncro with TeamGrid
Send information between Syncro and TeamGrid automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in TeamGrid when a new order is created in Syncro
Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will generate a task in TeamGrid each time a new order is made in Syncro.
How it works
- The flow triggers when a new purchase order is created in Syncro.
- Zoho Flow creates a new task in TeamGrid.
Create a new task in TeamGrid when a new order is created in Syncro
Syncro + TeamGrid
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Supported triggers and actions
Integrate Syncro and TeamGrid using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contract added
Triggers when a new contract is added
Contact added
Triggers when a new contact is added
Customer added
Triggers when a new customer is added
RMM alert created
Triggers when a new RMM alert is created
Asset created
Triggers when a new asset is created
Lead added
Triggers when a new lead is added
Payment created
Triggers when a new payment is created
Product added
Triggers when a new product is added
Item added
Triggers when a new item is added
Invoice added
Triggers when a new invoice is added
Appointment added
Triggers when a new appointment is added
Ticket added
Triggers when a new ticket is added
Purchase order created
Triggers when a new purchase order is created
Vendor added
Triggers when a new vendor is added
Project created
Triggers when a new project is created
Task completed
Triggers when task is completed
Project completed
Triggers when a project is completed
Task created
Triggers when a task is created
Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create appointment
Creates a new appointment
Create contract
Creates a new contract
Create contact
Creates a new contact
Create ticket
Creates a ticket
Create customer
Creates a new customer
Create invoice
Creates a new invoice
Create lead
Creates a new lead
Create vendor
Creates a vendor
Create payment
Creates a new payment
Create product
Creates a new product
Create project
Creates a new project
Complete project
Completes an existing project
Create task
Creates a new task
Complete task
Completes an existing task
What is Syncro?
Syncro is a PSA, RMM, and Remote Session platform designed specifically for Managed Service Providers and IT admins.
Similar apps
What is TeamGrid?
TeamGrid is a project management solution that provides intuitive drag and drop time tracking, integrated telephony and more.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow is the powerhouse of Zoho One! Native app integrations inside Zoho One have their limitations, but Zoho Flow can easily address them. It has enabled me to use Zoho's applications as per my business, without making any process changes. It ensures that we can cater to more customers with the same resources. By automating our admin work, Zoho Flow has helped us save over $65,000 AUD/year.
Greg Szabo
Operations Manager, Package Mate
Zoho Flow has been a game changer for us, providing instant and accurate data that keeps us on top. It's like a coach for our agents, quickly briefing them on their goals—and that's turbocharged our sales by 50%. It doesn't sweat dealing with 60,000+ daily triggers from Upya and 5,000+ Mobile Money transactions.
Ben Walwyn
CTO, Faverton
We started using both from the beginning, but since swapping [to Zoho], we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back.
Owain ap Rees
Director of Sales, Package Mate
