Notification Events Reference
This table describes the events available for your Syncro notifications:
| Event | Description |
| API Token |
Notifications about tokens created using the Syncro API (under Admin > API - API Tokens):
|
| 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):
|
| Appointment |
Notifications about your use of Syncro Appointments with your calendar:
|
| 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):
|
| Baseline Management |
Notifications for Syncro Tenants attached to a Baseline, whenever the status of an individual Rule changes:
Note: You must also have the Notification toggle set to “On” for each Rule you want to be notified about. |
| Chat |
Notifications about your use of Live Chat (enabled via the agent on the system tray menu inside a Policy for endpoints):
Note: You are considered to be online when you have at least one Syncro tab open in your browser. |
| Contact |
Notification about creating a contact on a Customer record:
|
| Contract |
Notification about someone replying to an email you send from within a contract:
Notification for when one of your Users creates a new contract:
|
| Customer |
Notification for when you integrate with a supported PBX:
Notification about utilizing the Prepaid Hours Tracking System:
Notification about when a User selects this option on a Customer's Overview Page:
Notification for when a Customer is created:
Notification for when someone replies to an email sent to the Customer:
Notifications for when a message sent to the Customer is flagged as spam:
Note: Choose this notification is you're using Syncro's communication provider accounts so you know when we've blocked a message due to our spam filter.
Note: Choose this notification if you're using your own communication providers but want to know if messages sent from your Syncro account would be blocked by our spam filter. (We do not block messages sent using your own communication providers.) |
| Employee |
Notifications related to the Clock In/Clock Out feature:
|
| Estimate |
Notifications related to Syncro Estimates:
|
| Invoice |
Notifications related to Syncro Invoices:
|
| Leads |
Notifications related to Syncro Leads:
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. |
| Network Discovery |
Notifications related to the Network Discovery feature:
|
| Parts/Logistics |
Notifications related to Syncro Parts:
|
| Payments |
Notifications about using an integrated Payment Processor with Syncro:
Notification for when a payment is applied to an invoice:
Notification about using the Xero integration and is enabled in the Xero settings:
|
| Products |
Notification about products using the Purchase Order feature:
Notification about products selected to "maintain stock":
|
| Purchase Order |
Notifications about using the Purchase Order feature within Products & Services:
|
| RMA |
Notification about using the RMA feature:
|
| RMM Alert |
Notifications about RMM Alerts created by the Syncro Agent.
Note: RMM Alert selections are made inside Policies. |
| RMM Asset |
Notifications that apply if you have Asset Approval enabled under Admin > RMM Preferences:
Notifications about devices and the Syncro Agent:
|
| Reminder |
Notifications about any created Reminders:
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:
*“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:
|
| Syncro Cloud Backup - First Backup Completed | Notification available to those with either a trial or paid subscription to Microsoft 365 & Entra ID Backup. By default, this notification is enabled in the Syncro Cloud Backup Notification Set and will send an Email when the initial backup for a new Syncro Tenant has successfully completed. |
| Syncro Cloud Backup - Tenant Disconnected | Notification available to those with either a trial or paid subscription to Microsoft 365 & Entra ID Backup. By default, this notification is enabled in the Syncro Cloud Backup Notification Set and will send an Email with resolution instructions when the system is unable to backup any new data for the Syncro Tenant. |
| Tickets |
Notifications about when a ticket is created:
Notifications about statuses:
Notification about when a ticket is assigned to a User:
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.
Notifications that apply if you use Due Dates with Tickets:
Notifications that apply only if Intake Forms or Outtake Forms are enabled (under Admin >Tickets - Preferences):
|