Syncro integration with Microsoft Outlook
How to Add Microsoft Outlook contacts from new Syncro customers
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Add Microsoft Outlook contacts from new Syncro customers" and then click on "Automate".
-
Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Syncro integrations
Syncro actions
Nekton can use any feature that is available in Syncro API.
Using our advanced AI, you can easily create custom automations for Syncro.
Here are some typical actions you can do in your automated workflows.
Create Contact
Creates a Contact
Create Estimate
Creates an Estimate
Create Ticket
Creates a Ticket in your Syncro account.
Log Call
Creates a Call Log in your Syncro account.
Update Customer
Updates a Customer
Find Customer
Finds an existing customer.
About Syncro
Syncro is a platform to manage your IT Consulting / Managed Services business with CRM, Ticketing, full-featured RMM (remote machine management) and an emphasis on great communication.