Connect Syncro to Pascal

Both apps 27Syncro 15Pascal 12

• Trigger
  New Customer

  Triggers when a new customer is created in Syncro.

• Trigger
  New Invoice

  Triggers when a new invoice is created in Syncro.

• Trigger
  New RMM Alert

  Triggers when a new RMM alert is raised on a monitored asset in Syncro.

• Trigger
  Ticket Status Changed

  Triggers when a Syncro ticket moves to a different status.

• Action
  Create Appointment

  Creates an appointment in Syncro, optionally linked to a customer, ticket and technicians.

• Action
  Create Contact

  Creates a contact under an existing Syncro customer.

• Action
  Create Customer

  Creates a new customer in Syncro with contact details, address, and notification preferences.

• Action
  Create Estimate

  Creates an estimate for a customer in Syncro, optionally with line items.

• Action
  Create Lead

  Creates a new lead in Syncro with the contact details and optional ticket information you provide.

• Action
  Create Ticket

  Creates a ticket for a customer in Syncro.

• Action
  Create Ticket Timer Entry

  Logs a time entry against a Syncro ticket, recording when work started and ended (or how long it took) and any notes.

• Action
  Find Customer

  Finds customers by search text, email, name, business name or ID and returns the matching customers.

• Action
  Update Contact

  Updates an existing contact in Syncro, changing its name, address, email, phone and other details.

• Action
  Update Customer

  Updates an existing customer in Syncro. Only the fields you fill in are changed.

• Action
  Update Ticket

  Updates an existing Syncro ticket's subject, status, assignment, dates and other details. Only the fields you fill in are changed.

• Action
  Create a Business Case

  Creates a Business case in Pascal and screens it immediately, returning the case with its search results.

• Action
  Create a Client

  Create a new client in Pascal — an organisation-level record that groups related screening cases.

• Action
  Find a Case

  Returns up to 100 cases that match the search text and any other filters you set.

• Action
  Generate & Email a Case Report

  Starts generating PDF case reports for the cases matching the filters and has Pascal email them to you. Returns a batch id you can use to track progress and download the reports.

• Action
  Get case

  Retrieve a single Pascal case by its Pascal ID, UUID, or external identifier, including hit counts, labels, clients and sources.

• Action
  Get client

  Fetches a client by ID. An error occurs if the client is not found.

• Action
  Link clients

  Link a Pascal client to one or more other clients.

• Action
  List cases

  Returns all cases, optionally narrowed by filters such as name, status, type, assignee, labels, clients, dates and hit resolution.

• Action
  List clients

  List clients in Pascal, optionally filtered by id, identifier, assignee, status, risk, labels, dates and linked cases.

• Action
  Unlink clients

  Unlink a client from one or more other clients in Pascal.

• Action
  Update a Case

  Updates an existing case by ID. Only the fields you fill in are changed.

• Action
  Update a Client

  Updates an existing client by ID. Only the fields you fill in are changed.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.