SynkedUP now integrates with Zapier to allow you to connect your SynkedUP account to thousands of other apps and programs to help you automate your workflow. Below you will see an introduction video explaining how to connect your SynkedUP PRO* account with Zapier and start building zaps.
Requirements:
*SynkedUP PRO plan required
Zapier account required (they have a free option)
You can use Zapier for free on their free plan for simple automations, but to truly leverage the power of automation, you'll need their bottom paid plan (currently $19.99/mo) so you can build conditional logic into your zap automations. You can sign up for Zapier here
List of currently available Zapier actions...
Inbound:
Creates a new customer consultation in your SynkedUP account.
Creates a new customer in your SynkedUP account. If a customer already exists with the provided email, it will be updated with the data you provide.
Creates a new lead in your SynkedUP account. If a lead already exists with the provided email, it will be updated with the data you provide.
List of currently available Zapier triggers...
Outbound:
triggers when you create a new lead in SynkedUP
triggers when you update an existing lead in SynkedUP
triggers when you create a new customer in SynkedUP
triggers when you update an existing customer in SynkedUP
triggers when you create a new Proposal. Both when you send it via email from within SynkedUP, or when you simply copy the link to send via text, etc.
Triggers when a job (Project, Service Ticket, or Maintenance) is created.
Triggers when a job (Project, Service Ticket, or Maintenance) is updated.