How Tickets Can Be Created
There are a number of different ways Tickets can be created in Syncro. This document summarizes them and points you to more information so you can use the ones you want.
APIs: Tickets can be created from another source through's Syncro API. See the Tickets section in our API docs.
Automated Remediations: Create tickets when RMM alerts appear. See View & Act on Generated Alerts.
Custom Widget Flows: Create custom flows with a series of steps (widgets) you can embed on your website to collect information about your customers and their issues to create tickets. See Custom Widget Flows.
Customer Entry from Portal: Customers with access to the Portal and appropriate permissions can create Tickets there. See About the Customer Portal and Access the Customer Portal.
Emails/Email Rules: When emails come into Syncro, they can automatically create tickets. See Automate Tasks with Email Rules and Automatically Create Tickets from Inbound Emails.
Leads: Leads may be automatically created from SMS, Emails, and Custom Widget Flows; you can also manually create them. Leads can get converted into Customers and/or Tickets. See Work with Leads.
Manual Entry/Ticket Workflows: Create new tickets directly from a customers' Details Page and several other locations in Syncro. See Manually Create a Ticket. Or, specify and save different entry forms Techs can use when they create Tickets and collect other information in Syncro, all on a single page. See Use Ticket Workflows.
Recurring Tickets: Automatically generate Tickets on a schedule you specify. See Create a Recurring Ticket.
SMS: Tickets can be created via SMS if you use the Twilio Integration with Syncro.
System Tray/Agent Contact Forms: Agent Contact Forms are forms your customers use to contact you, directly from the system tray. When a customer submits a form, Syncro can automatically generate a Ticket in your account. See Automatically Create a Ticket From the System Tray and Work with Agent Contact Forms.