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Frequently Asked Questions

How do I start an integration between syncro and notepm?

To start, connect both your syncro and notepm accounts to viaSocket. Once connected, you can set up a workflow where an event in syncro triggers actions in notepm (or vice versa).

Can we customize how data from syncro is recorded in notepm?

Absolutely. You can customize how syncro data is recorded in notepm. This includes choosing which data fields go into which fields of notepm, setting up custom formats, and filtering out unwanted information.

How often does the data sync between syncro and notepm?

The data sync between syncro and notepm typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from syncro to notepm?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between syncro and notepm?

Yes, you can set conditional logic to control the flow of data between syncro and notepm. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

syncro

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.

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notepm

About notepm

NotePM is a company wiki that is easy for everyone to use.

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