OneNote + Syncro

"append note in OneNote when tickets get resolved in Syncro"

Streamline your resolution process with this Syncro and OneNote workflow. When a ticket is finalized in Syncro, this timely solution promptly appends a note in OneNote, providing a comprehensive record of resolved tasks. Ideal for effective ticket management and documentation, this pairing offers a seamless solution for task-tracking, making efficiency the new norm in your daily operations.

When this happens...
Ticket Resolved
Triggers when a Ticket is marked "Resolved".
TriggerInstant
automatically do this!
Append Note
Appends content to the end of a note.
ActionWrite

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Supported triggers and actions

New Customer
Triggers when you create a customer.
Trigger
Instant
Try It
New Payment
Triggers when a payment is made.
Trigger
Instant
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New Ticket
Triggers when a Ticket is created.
Trigger
Instant
Try It
Ticket Status Changed
Triggers when a Ticket status is changed.
Trigger
Instant
Try It
- Customer IDRequired
- Contact NameRequired
- Address Line 1
- Address Line 2
- City
- State
- Zip/Postal Code
- Contact Email
- Phone Number
- Mobile Phone
- Contact Notes
Action
Write

- Customer IDRequired
- Estimate DateRequired
- Estimate Note
- Estimate StatusRequired
- Ticket ID
- Estimate Location ID
Action
Write
- Customer Phone or EmailRequired
- Ticket SubjectRequired
- Issue TypeRequired
- Ticket Status
- Ticket Initial Issue
- Ticket Initial Issue Subject
- Location ID
Action
Write

- Phone NumberRequired
Action
Write
- Customer IDRequired
- Business Name
- First Name
- Last Name
- Customer Email
- Phone
- Mobile
- Address Line 1
- Address Line 2
- City
- State
- Zip/Postal Code
- Customer Notes
- SMS Service Enabled
- Opt Out
- No Email - Of Any Kind
- Receive Billing Emails
- Receive Marketing Emails
- Receive Report Emails
- Referred By
- Referred by Customer ID
- Tax Rate ID
- Notification Email
- Additional Invoice CC Email Addresses
- Invoice Terms ID
Action
Write
- Query
Action
Search
- NotebookRequired
- SectionRequired
- Page/NoteRequired
- Content Type
- ContentRequired
Action
Write
- TitleRequired
- Content Type
- ContentRequired
Action
Write
- URL LinkRequired
Action
Write

New Invoice
Triggers when a new invoice is created.
Trigger
Instant
Try It
New RMM Alert
Triggers when an RMM Alert is created.
Trigger
Instant
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Ticket Resolved
Triggers when a Ticket is marked "Resolved".
Trigger
Instant
Try It
- Appointment SubjectRequired
- Appointment Starts AtRequired
- Appointment Ends AtRequired
- Appointment Description
- Appointment Location Type
- Appointment Location
- Ticket ID
- Appointment Owner
- Additional Attendees
- All Day
- Customer ID
Action
Write
- First Name
- Last Name
- Business Name
- Email Address
- Phone Number
- Mobile Phone
- Street Address (Line 1)
- Address Line 2
- City
- State/County
- Zip/Postal Code
- Custom Fields
Action
Write
- First Name
- Last Name
- Business Name
- Email Address
- Phone Number
- Mobile Phone
- Street Address (Line 1)
- City
- State/County
- Zip/Postal Code
- Ticket Subject
- Ticket Description
- Ticket Issue Type
- Location ID
- Custom Fields
Action
Write
- Ticket IDRequired
- Start AtRequired
- Ends AtRequired
- User IDRequired
- Notes
- Product ID
- Comment ID
Action
Write
- Contact IDRequired
- Contact Name
- Customer ID
- Address Line 1
- Address Line 2
- Address City
- Address State
- Address Zip/Postal Code
- Contact Email
- Contact Phone
- Contact Title
- Contact Mobile Phone
- Contact Notes
Action
Write
- Ticket IDRequired
- Custom Field Ticket Type ID
- Ticket Number
- Ticket Subject
- Due Date
- Location ID
- Problem Type
- Ticket Status
- Assigned User ID
- Ticket Priority
- Contact ID
- Ticket SLA ID
Action
Write
- NotebookRequired
- SectionRequired
Trigger
Scheduled
Try It
- TitleRequired
- Image URLRequired
Action
Write
- NotebookRequired
- SectionRequired
- TitleRequired
- Content Type
- ContentRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

About OneNote

Microsoft OneNote is a note-taking app that makes it easy to capture and save ideas, images, audio recordings, and anything else you need to remember.

Learn more

Related categories

Similar apps

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.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

OneNote + Syncro

"append note in OneNote when tickets get resolved in Syncro"

Supported triggers and actions

New Customer

New Payment

New Ticket

Ticket Status Changed

Create Contact

Create Estimate

Create Ticket

Log Call

Update Customer

Find Customer

Append Note

Create Note

Create Page/Note From Url Link

New Invoice

New RMM Alert

Ticket Resolved

Create Appointment

Create Customer

Create Lead

Create Ticket Timer Entry

Update Contact

Update Ticket

New Note in Section

Create Image Note

Create Note in Section

API Request (Beta)

About OneNote

Related categories

Similar apps

Google Docs

Dropbox

Evernote

About Syncro

Related categories

Similar apps

Zapier Interfaces