SyncroMSP

Connect AI agents to SyncroMSP, the all-in-one PSA, RMM, and remote-access platform for managed service providers. Agents manage tickets, customers, contacts, assets, invoices, and RMM alerts from a single flow.

24 actions available

A high-priority issue is reported for a customer

Agent finds the customer with List Customers and reads their assets

Agent logs the case with Create Ticket for the customer

On-call technician channel gets the new ticket number

Agent gathers the open RMM alerts on the affected asset

A technician approves resolving or muting each RMM alert before it clears

What This Integration Enables

An agent can list, get, create, update, and delete tickets, and add a public or hidden ticket comment, so the ticket lifecycle runs inside a flow. It manages the customer-centric record set that Syncro is built around: list, get, create, update, and delete customers, list, get, create, and update contacts under a customer, and list, get, and create assets that a customer owns. On billing, it lists and reads invoices and creates an invoice with line items, and it lists the searchable product and service catalog. For monitoring, the agent lists RMM alerts filtered by resolved state and updates an alert to resolve or mute it. Client and agent lookups are backed by dropdowns, so a flow can pick a customer instead of passing a raw numeric ID. Ticket status and problem type are free-text fields that must match the labels configured in the Syncro account. SyncroMSP exposes no triggers in this integration, so flows start from the systems feeding it: a reported issue, an inbound message, or a scheduled sweep of open alerts. This is the surface that lets an agent run PSA and RMM work at machine speed, while the decision to silence an alert still gets a person.

Without FlowRunner

Tickets logged by hand Someone retypes each reported issue into Syncro one at a time

Customer looked up manually A tech finds the right customer and asset before opening a ticket

Alerts cleared without review An automation resolves or mutes RMM alerts with no technician check

With FlowRunner

Tickets logged on report Create Ticket opens the case for the customer as the issue arrives

Customer resolved in the flow List Customers finds the right record before the ticket opens

Alerts cleared on approval A technician confirms each resolve or mute before the alert clears

Use Case Scenarios

Log a High-Priority Issue

When a high-priority issue is reported, the agent finds the customer, calls Create Ticket to log it, then alerts the on-call technician channel with [Slack](/integrations/slack) Send Message To Channel and the new ticket number. The issue becomes a tracked ticket and reaches a technician in one motion.

Report on Open RMM Alerts

The agent calls List RMM Alerts to pull open alerts, then appends each alert's description, severity, and asset into a monitoring log with [Google Sheets](/integrations/google-sheets) Add Row for reporting. The alert log stays current without a manual export.

Send an Invoice Confirmation

After Create Invoice generates a customer invoice, the agent emails the customer their invoice number, total, and balance due with [Gmail](/integrations/gmail) Send Message. The customer gets the confirmation as soon as the invoice is cut.

Human-in-Loop Highlight

Logging a ticket or reading an alert is safe. Resolving or muting an RMM alert is not, because clearing a monitoring signal tells the system the underlying problem is handled, and muting the wrong one can hide a failing customer device until it goes down. So when a flow would resolve or mute alerts, the agent stops. It pulls the open alerts with List RMM Alerts, then routes them to a technician as a [human-in-the-loop](/concepts/human-in-the-loop/) step, showing each alert's description, severity, and affected asset, and asks whether to clear it: "Resolve the low-disk alert on WKS-114 and mute the flapping ping alert on the same device, or leave them open?" On approval the agent applies each change with Update RMM Alert. On hold, the alerts stay open. The AI triages the queue at scale; the decision to silence a monitor gets a person.

Agent processes routinely

Detects exception requiring judgment

Clear match Continues automatically

Ambiguous Routes to human via preferred channel

Human decides

Agent resumes with decision

Agent Capabilities

24 actions

Tickets

List Tickets Lists tickets with paging, filtered by search text, customer, or status.
Get Ticket Retrieves full ticket detail by ID.
Create Ticket Creates a ticket with a subject and customer, plus optional problem type, status, priority, and description.
Update Ticket Updates a ticket's subject, status, priority, or problem type.
Delete Ticket Deletes a ticket by its ID.
Create Ticket Comment Adds a public or hidden comment to a ticket, optionally suppressing the customer email.

Customers

List Customers Lists customers with paging and search.
Get Customer Retrieves a single customer by ID.
Create Customer Creates a customer with a business name or contact name plus contact details.
Update Customer Updates an existing customer, changing only the fields you set.
Delete Customer Deletes a customer by its ID.

Contacts

List Contacts Lists contacts, optionally scoped to a customer.
Get Contact Retrieves a single contact by ID.
Create Contact Creates a contact under a customer.
Update Contact Updates an existing contact, changing only the fields you set.

Assets

List Assets Lists assets, filtered by customer or search text.
Get Asset Retrieves a single asset by ID.
Create Asset Creates an asset with a name and customer, plus an optional asset type.

Invoices

List Invoices Lists invoices, optionally scoped to a customer.
Get Invoice Retrieves a single invoice by ID.
Create Invoice Creates an invoice for a customer with line items.

RMM Alerts

List RMM Alerts Lists RMM alerts, filtered by resolved state.
Update RMM Alert Resolves and mutes an alert.

Products

List Products Lists the searchable catalog of products and services.

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