Event |
Description |
API Token |
Notifications about tokens created using the Syncro API (under Admin > API - API Tokens):
- A new API Token was created
- An API Token was changed
|
Admin |
Notifications about using the US Postal Snail Mail integration to manually send Invoices, and/or using SMS (you get 200 SMS credits for free each month):
- 10 Snail Mail Stamps Remaining
- 15 SMS Credits Remaining
- SMS Credits have run out
- Snail Mail Credits have run out
|
Appointment |
Notifications about your use of Syncro Appointments with your calendar:
- Appointment - Of yours is due in the next hour
- Appointment - Was created
- Appointment Booking - Created from widgets
- Appointment (for me) - Was created
|
Asset |
Notifications about when someone selects an Asset to be monitored via SNMP:
Notifications about Asset Custom Date fields (most commonly used for being notified on warranty expiration dates and maintenance dates housed in Asset Custom Fields):
- Asset - Has a date field 30 days in the future
- Asset - Has a date field 7 days in the future
|
Chat |
Notifications about your use of Live Chat (enabled via the agent on the system tray menu inside a Policy for endpoints):
- Chat - New unassigned message while I’m offline
- Chat - New unassigned message while I’m online
- Chat - New unread message while I’m offline
- Chat - New unread message while I’m online
|
Contact |
Notification about creating a contact on a Customer record:
|
Contract |
Notification about someone replying to an email you send from within a contract:
- Contract - Someone replied
Notification for when one of your Users creates a new contract:
|
Customer |
Notification for when you integrate with a supported PBX:
- Customer - New Phone Call (caller ID system)
Notification about utilizing the Prepaid Hours Tracking System:
- Customer - Prepay Hour balance reaches zero
Notification about when a User selects this option on a Customer's Overview Page:
- Customer - Scripting was disabled
Notification for when a Customer is created:
Notification for when someone replies to an email sent to the Customer:
- Customer Email - Someone replied
|
Employee |
Notifications related to the Clock In/Clock Out feature:
- Employee - Clocked in or out
- Employee - Edited Time Clock entry
|
Estimate |
Notifications related to Syncro Estimates:
- Estimate (of mine) - Is approved/declined
- Estimate - Is approved/declined
- Estimate - An Estimate was emailed to the customer
- Estimate - Email is replied to
- Estimate - Is approved/declined in portal (Customer Portal)
|
Invoice |
Notifications related to Syncro Invoices:
- Invoice - A late fee was added/increased
- Invoice - A payment failed on a recurring Invoice
- Invoice - A recurring Invoice was created
- Invoice - A recurring Invoice was skipped due to no line items
- Invoice - An Invoice email was replied to
- Invoice - An Invoice was emailed to the customer
- Invoice - Was created (5 minute delay)
|
Leads |
Notifications related to Syncro Leads:
- Lead - A lead has been assigned to me
- Lead - Created
- Lead - Created via SMS
- Lead - Replied
Note: Leads in Syncro are connected to the Inbound Email generation for creating tickets from emails. If you want to have tickets created by email, we recommend disabling these and customizing your primary navigation bar to include Leads.
|
Parts/Logistics |
Notifications related to Syncro Parts:
- Parts/Logistics - Order was created
- Parts/Logistics - Order was received any Ticket
- Parts/Logistics - Order was received for my Ticket
|
Payments |
Notifications about using an integrated Payment Processor with Syncro:
- Payments - A new card was stored in the Customer Portal
- Payments - A payment was made from the Customer Portal
- Payments - A stored card is expiring in 15 days
- Payments - A stored card is expiring in 30 days
- Payments - A stored card is expiring in 60 days
- Payments - A stored card was removed in the Customer Portal
- Payments - A stored card was updated in the Customer Portal
Notification for when a payment is applied to an invoice:
- Payments - A payment was made
Notification about using the Xero integration and is enabled in the Xero settings:
- Payments - A payment was made from a Xero Sync
|
Products |
Notification about products using the Purchase Order feature:
- Products - Pending order was fulfilled
Notification about products selected to "maintain stock":
- Products - Product or quantity was changed
|
Purchase Order |
Notifications about using the Purchase Order feature within Products & Services:
- Purchase Order (of any) - Past Due
- Purchase Order (of mine) - Past Due
|
RMA |
Notification about using the RMA feature:
- RMA - Was created
- *RMA (Return Merchandize Authorization)
|
RMM Alert |
Notifications about RMM Alerts created by the Syncro Agent.
- RMM Alert - Getting stale (daily rollup)
- RMM Alert - Was auto-resolved
- RMM Alert - Was created
Note: RMM Alert selections are made inside Policies.
|
RMM Asset |
Notifications that apply if you have Asset Approval enabled under Admin > RMM Preferences:
- RMM Asset - Approved
- RMM Asset - Denied
- RMM Asset - Pending Approval
Notifications about devices and the Syncro Agent:
- RMM Asset - Application installed
- RMM Asset - Application uninstalled
- RMM Asset - Application updated
- RMM Asset - Was created
|
Reminder |
Notifications about any created Reminders:
- Reminder - Is due within the next hour
Note: Click your name in the Syncro header bar and select +New Reminder.
|
Return |
Notification about a Return credited in the Returns Manager under Products & Services:
|
SLA |
Notifications related to the use of SLAs on Tickets:
- SLA - Breached on any Ticket
- SLA - Breached on my* Ticket
- SLA - Breaching soon on any Ticket
- SLA - Breaching soon on my* Ticket
- SLA - Breached on Subscribed Ticket: Notifies anyone subscribed to the ticket when the SLA has been breached.
- SLA - Breaching Soon on Subscribed Ticket: Notifies anyone subscribed to the ticket when the SLA is breaching soon. Tech leads and/or managers can use this notification to stay on top of any potential SLA breaches across all tickets, for example.
*“my” refers to the technician assigned to the ticket.
|
Script |
Notification about when a script in Syncro fails to run:
|
Stock Take |
Notifications related to “maintain stock” items under Products & Services:
- Stock Take - A recurring Stock Take was created
- Stock Take - A stock take has been assigned to me
|
Tickets |
Notifications about when a ticket is created:
- Created (for anyone) [ticket created from anywhere]
- Created from Agent Contact Form [ticket created from system tray menu]
- Created from email [ticket created from Inbound Email]
Notifications about statuses:
- Status Was Changed on Any Ticket
- Billing Status was changed (during a Ticket update)
- Was resolved (this specific Ticket status change)
- Ticket - Status Was Changed on My Ticket: Notifies the User/tech assigned to the ticket when the ticket Status field is changed by someone else. (Syncro does not send this notification if the User/tech assigned to the ticket is the person who changed its status.)
- Ticket - Status Was Changed on Subscribed Ticket: Notifies anyone subscribed to the ticket when the ticket Status field is changed by someone else. (Syncro does not send this notification to the subscriber who changed the ticket Status.)
Notification about when a ticket is assigned to a User:
- A ticket has been assigned to me
Notification about Ticket Automations (under Admin > Tickets - Preferences):
Notifications about Ticket Communications:
Note: "Customer-facing comments" is a general term used to describe the three types of communications shared with customers (external users). It includes Public Notes, Email, and SMS Texts. "Hidden comments" is another term for Private Notes. These communications are shared INTERNALLY ONLY.
- A customer replied to any Ticket
- A customer replied to my Ticket
- A customer replied to subscribed Ticket
- A Customer-Facing Comment Was Added to a Subscribed Ticket: Notifies any Users/techs subscribed to the ticket when someone else saves a Public Note, Email, or SMS text.
- A Customer-Facing Comment Was Added to Any Ticket: Notifies any Users/techs when someone else saves a Public Note, Email, or SMS text on any ticket.
- A Customer-Facing Comment Was Added to My Ticket: Notifies the User/tech assigned to the ticket when someone else saves a Public Note, Email, or SMS text. Syncro doesn't send this notification to the person who saved the comment.
- A hidden comment was added to any Ticket
- A hidden comment was added to my Ticket
- A hidden comment was added to subscribed Ticket
- Ticket - I was @mentioned in a Ticket
Notifications that apply if you use Due Dates with Tickets:
- Is due in the next 15 mins
- Of yours is due in the next 15 mins
- Is Subscribed and Due in the Next 15 Mins: Notifies anyone subscribed to the ticket when the ticket is due in the next 15 minutes. Tech leads and/or managers can use this notification to stay on top of due dates for all tickets, for example.
Notifications that apply only if Intake Forms or Outtake Forms are enabled (under Admin >Tickets - Preferences):
- An Intake Form was emailed to the ticket contact
- An Outtake Form was emailed to the ticket contact
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