Smartsheet + Syncro Integration

Integrate Smartsheet to Syncro in one click, or tell Integrately AI how you want each row handled. Sync project tasks, update customer records, create tickets, and track deliverables automatically.

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Row is added in Smartsheet
Row is updated in Smartsheet
Attachment is added in Smartsheet
Comment is added in Smartsheet
Customer is created in Syncro
Ticket is created in Syncro Instant
Ticket status is changed in Syncro Instant
Ticket is marked as resolved in Syncro Instant
RMM alert is created in Syncro Instant
Invoice is created in Syncro Instant
Payment is made in Syncro Instant

Add attachment to row in Smartsheet
Search row in Smartsheet
Update row in Smartsheet
Add row in Smartsheet
Send row in Smartsheet
Copy row in Smartsheet
Move row in Smartsheet
Add discussion to row in Smartsheet
Create sheet from a template in Smartsheet
Share sheet in Smartsheet
Create sheet from existing sheet in Smartsheet
Send sheet in Smartsheet
Create workspace in Smartsheet
Copy workspace in Smartsheet
Share workspace in Smartsheet
Copy folder in Smartsheet
Create customer in Syncro
Search customer in Syncro
Create ticket in Syncro
Create lead in Syncro

Trusted by experts at...

Ready Workflows for Smartsheet + Syncro Integration

Capture project tasks, create tickets, keep sheets updated, alert your team, and track invoices, all in just one click.

Create Syncro customer for new Smartsheet row

Automatically creating Syncro customer records for new Smartsheet row entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!

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Create Smartsheet row for new Syncro customer

When a new customer is created in your Syncro, you can automatically create a row for them in your Smartsheet. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!

Activate

Create Smartsheet row for new Syncro invoice

Syncro + Smartsheet Integration

Activate

Create Smartsheet row for new Syncro payment

Syncro + Smartsheet Integration

Activate

When Row is added in Smartsheet > Check any condition > Create customer in Syncro

Smartsheet + Syncro Integration

Activate

When Row is added in Smartsheet > Check any condition > Create lead in Syncro

Smartsheet + Syncro Integration

Activate

1of1

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Smartsheet + Syncro flow

Connect project tracking and MSP operations with team notifications, finance logs, and document storage. Pick a combination and activate it in one click.

Microsoft Teams (6)

QuickBooks Online (6)

Slack (6)

Gmail (6)

Google Drive (6)

Stripe (6)

Add every new Syncro ticket to your Smartsheet tracker, and notify your support channel in Microsoft Teams

New Syncro tickets appear in your Smartsheet tracker instantly and your support channel hears about it in Microsoft Teams.

When a Smartsheet row is added, create a Syncro ticket and post the details in Microsoft Teams

Smartsheet project rows instantly generate a new Syncro ticket with team alerts in Microsoft Teams.

When a Syncro ticket status is changed, update the matching Smartsheet row and notify your ops team in Microsoft Teams

Ticket status updates in Syncro automatically update your Smartsheet tracker and notify Microsoft Teams.

If a Syncro ticket priority is high, add a priority row to Smartsheet and alert the management channel in Microsoft Teams

High-priority Syncro tickets instantly create flagged Smartsheet rows and alert management in Microsoft Teams.

When a Syncro ticket is marked as resolved, update the Smartsheet status row and post the closure in Microsoft Teams

Resolved Syncro tickets update your Smartsheet status row and announce completion in Microsoft Teams.

Use Claude to summarise every new Syncro ticket, save the summary in a Smartsheet row, and post the brief in Microsoft Teams

Claude summarises new Syncro tickets, saves the brief in Smartsheet, and updates Microsoft Teams.

Add every new Syncro invoice to your Smartsheet billing tracker, and create a customer record in QuickBooks Online

Syncro invoices land in Smartsheet tracking sheets while syncing customer data to QuickBooks Online.

When a payment is made in Syncro, update the matching Smartsheet payment row and log the receipt in QuickBooks Online

Syncro payments update your Smartsheet payment tracker and record receipts in QuickBooks Online.

When a Smartsheet project row is added, create a customer in Syncro and generate an invoice in QuickBooks Online

Smartsheet project rows generate new Syncro customers and set up corresponding QuickBooks Online invoices.

If a Syncro payment is completed, update the Smartsheet ledger row and record the deposit in QuickBooks Online

Completed Syncro payments update Smartsheet ledgers and record deposits in QuickBooks Online.

Use Claude to extract billing items from new Smartsheet rows, create a Syncro customer, and log the invoice in QuickBooks Online

Claude extracts billing details from Smartsheet rows to create Syncro customers and QuickBooks invoices.

When a Syncro invoice is created, update the Smartsheet accounting row and record the transaction in QuickBooks Online

New Syncro invoices update your Smartsheet accounting ledger and log transactions in QuickBooks Online.

Add every new Syncro customer to your Smartsheet client list, and notify your sales channel in Slack

New Syncro customers appear in your Smartsheet client database and trigger instant Slack notifications.

When a Smartsheet row is updated, create a Syncro ticket and post the update in Slack

Updated Smartsheet project rows create corresponding Syncro tickets with channel updates in Slack.

When an RMM alert is created in Syncro, add an incident row in Smartsheet and alert the tech channel in Slack

Syncro RMM alerts create incident tracking rows in Smartsheet and notify the tech channel in Slack.

If a Syncro ticket is marked as resolved, update the Smartsheet status row and announce it in your support channel on Slack

Resolved Syncro tickets update Smartsheet status rows and announce completion in Slack.

Use Claude to analyse every new Syncro ticket, log the priority in Smartsheet, and alert the triage channel in Slack

Claude analyses new Syncro tickets, logs priorities in Smartsheet, and alerts Slack.

When a Syncro ticket status is changed, update the Smartsheet task row and post the progress in your operations channel on Slack

Syncro ticket status changes update Smartsheet task rows and post progress updates in Slack.

Add every new Syncro customer to your Smartsheet contact sheet, and send a welcome email in Gmail

New Syncro customers populate your Smartsheet contact sheet and trigger automated welcome emails via Gmail.

When a Smartsheet comment is added, create a Syncro ticket and send a confirmation email in Gmail

Smartsheet comment additions create new Syncro tickets and send confirmation emails via Gmail.

When a Syncro ticket is marked as resolved, update the Smartsheet closure row and send a completion notice in Gmail

Resolved Syncro tickets update Smartsheet closure rows and send completion notices via Gmail.

If a Syncro ticket is urgent, log a priority row in Smartsheet and send an escalation email in Gmail

Urgent Syncro tickets create priority Smartsheet rows and send escalation emails via Gmail.

Use Claude to draft a custom support summary for every new Syncro ticket, log it in Smartsheet, and send it via Gmail

Claude drafts support summaries from new Syncro tickets, logs them in Smartsheet, and emails them via Gmail.

When a Syncro invoice is created, update the Smartsheet accounting row and email the invoice notice via Gmail

New Syncro invoices update Smartsheet accounting rows and send notification emails via Gmail.

Add every new Smartsheet attachment to Google Drive, and create a tracking ticket in Syncro

Smartsheet file attachments are saved to Google Drive while generating tracking tickets in Syncro.

When a Syncro customer is created, upload onboarding documents to Google Drive and log a row in Smartsheet

New Syncro customers trigger automated onboarding folder uploads in Google Drive and Smartsheet logs.

When a Smartsheet row is added, create a project folder in Google Drive and log a ticket in Syncro

New Smartsheet project rows create dedicated Google Drive folders and corresponding Syncro tickets.

If a Syncro ticket includes attachments, save the files to Google Drive and update the matching Smartsheet row

Syncro ticket attachments are saved to Google Drive and referenced in matching Smartsheet rows.

Use Claude to categorise new Smartsheet attachments, save them in Google Drive, and create a tracking ticket in Syncro

Claude categorises Smartsheet attachments for Google Drive storage and opens Syncro tickets.

When a Syncro invoice is created, upload the billing PDF to Google Drive and update the Smartsheet ledger

New Syncro invoices archive billing PDFs in Google Drive and update Smartsheet ledgers.

Add every new Syncro customer to your Smartsheet subscription sheet, and create a customer record in Stripe

New Syncro customers update your Smartsheet subscription sheet and create Stripe customer profiles.

When a Smartsheet row is added, create a Syncro customer and generate a payment link in Stripe

Smartsheet project rows generate new Syncro customers and create payment links in Stripe.

When a payment is made in Syncro, update the Smartsheet revenue row and record a charge in Stripe

Syncro payments update Smartsheet revenue tracking rows and log charges in Stripe.

If a Syncro invoice is generated, log the billing row in Smartsheet and create an invoice in Stripe

Syncro invoices create Smartsheet billing rows and generate corresponding invoices in Stripe.

Use Claude to parse billing notes from new Smartsheet rows, create a Syncro customer, and generate a Stripe charge

Claude parses billing notes from Smartsheet rows to create Syncro customers and Stripe charges.

When a Syncro ticket is marked as resolved, update the Smartsheet project row and create a customer in Stripe

Resolved Syncro tickets update Smartsheet project rows and provision Stripe customer profiles.

Supported triggers and actions for Smartsheet and Syncro

Mix and match to build the exact automation you need

Smartsheet Triggers & Actions

Row is added in Smartsheet

Triggers the automation when a new row is added to a spreadsheet

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Row is updated in Smartsheet

Triggers the automation when a row is updated

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Attachment is added in Smartsheet

Triggers the automation when a new attachment is added

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Comment is added in Smartsheet

Triggers the automation when a comment is added

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Syncro Triggers & Actions

Customer is created in Syncro

Triggers the automation when a new customer is created

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Instant

Ticket is created in Syncro

Triggers the automation when a new ticket is created

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Instant

Ticket status is changed in Syncro

Triggers the automation when the stauts of a ticket is updated

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Instant

Ticket is marked as resolved in Syncro

Triggers the automation when a ticket is marked as resolved

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Instant

RMM alert is created in Syncro

Triggers the automation when a remote monitoring and management (RMM) alert is created

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Instant

Invoice is created in Syncro

Triggers the automation when any invoice is added or modified

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Instant

Payment is made in Syncro

Triggers the automation when a payment is made

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What can you automate with Smartsheet + Syncro?

Streamline your MSP operations by connecting Smartsheet project data directly to your Syncro customer and ticket workflows.

Get Started For Free

🔄

Sync project rows and support tickets automatically

Turn every new Smartsheet project row into an active Syncro ticket without manual copy-pasting, keeping your service desk and project plans aligned.

📋

Capture every submitted field accurately

Map all custom form answers and ticket parameters directly into separate Smartsheet columns instead of basic summaries, creating a robust reporting database.

🔔

Notify the right team member instantly

Trigger automated alerts in your messaging channels the moment a critical support ticket or project milestone is created.

🔀

Route workflows based on submitted field criteria

Evaluate ticket priorities or customer tiers to direct records into specialised project sheets or assign them to specific technical queues.

🔄

Keep destination records up to date

Automatically update tracking rows in Smartsheet whenever ticket statuses change or tasks reach completion in Syncro.

🔍

Search and update instead of creating duplicates

Check existing customer records before creating entries, updating current profiles when matching data is found.

💰

Handle later status changes like payments and resolutions

Trigger automated ledger updates and receipt logging the moment an invoice is paid or a ticket is marked as resolved.

⚡

Extend your workflow with powerful supporting apps

Connect your Smartsheet and Syncro core flow with Slack, Microsoft Teams, QuickBooks Online, or Gmail to automate multi-step operations.

And much more...

Who is Smartsheet + Syncro integration for?

Operations teams, project managers, and MSP technicians rely on this integration to eliminate manual data entry and keep project tracking perfectly synchronised with customer support desks.

Operations Directors

MSP Support Leads

Account Managers

Project Coordinators

Field Technicians

Finance Administrators

📈

Operations Directors

You're tracking project milestones in Smartsheet while your technicians log work items in Syncro, but manual status updates always lag behind actual progress — this integration means every ticket update lands in your sheet instantly and your metrics stay current.

⚡

MSP Support Leads

You need to act fast on critical tickets, but finding out about client issues hours after they are logged causes missed SLAs — with this integration, every high-priority alert triggers immediate tracking rows and team notifications.

🤝

Account Managers

You answer to clients who want to see real-time progress on their requests, but piecing together status reports across separate apps takes hours every week — automating both apps means your client sheets update automatically and progress is always visible.

📊

Project Coordinators

The volume of client onboarding requests is too high for anyone to keep up by hand, leading to missing client records and dropped handoffs — connecting these apps means every new customer automatically populates your project workspace.

🛠️

Field Technicians

You own the next step in technical delivery and depend on someone upstream to hand over details without missing key parameters — this integration means every project row creates a fully populated support ticket without manual copying.

🗂️

Finance Administrators

You need a reliable history of billing events and keep finding gaps where invoices or payments were recorded in one system but missed in another — with this integration, financial ledgers remain consistent across your entire stack.

Try This Integration – No Code Needed

Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Smartsheet + Syncro

Build and manage your Smartsheet + Syncro automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected

Connect Smartsheet + Syncro with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

20M+ Ready Automations

Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.

AI that builds your automations

Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.

24x5 Live Chat Support

Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.

Free done-for-you setup

Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.

Secure by design

SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.

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Frequently Asked Questions

How do I connect Smartsheet to Syncro?

You can connect Smartsheet to Syncro using 1-click automations on Integrately. Pick a ready template or ask Integrately AI to build your custom workflow combining Smartsheet, Syncro, and apps like Slack, Microsoft Teams, and QuickBooks Online.

Can I automatically create a Syncro ticket when a Smartsheet row is added?

Can I connect Smartsheet, Syncro, and Slack?

What is a good Zapier alternative for Smartsheet and Syncro?

How do Smartsheet rows trigger Syncro tickets?

Can Syncro ticket status changes update Smartsheet rows?

Do I need coding skills to automate Smartsheet and Syncro?

Is the Smartsheet and Syncro integration free?

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No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Smartsheet or Syncro With 1500+ Other Apps

Popular Smartsheet Integrations

Connect Smartsheet with reporting, database, and document tools to keep project data working across your stack.

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Popular Syncro Integrations

Sync Syncro with CRM, accounting, and customer communication platforms to streamline your MSP operations.

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Smartsheet + Syncro Integration

Integrate Smartsheet to Syncro in one click, or tell Integrately AI how you want each row handled. Sync project tasks, update customer records, create tickets, and track deliverables automatically.

Trusted by experts at...

Ready Workflows for Smartsheet + Syncro Integration

Capture project tasks, create tickets, keep sheets updated, alert your team, and track invoices, all in just one click.

Create Syncro customer for new Smartsheet row

Create Smartsheet row for new Syncro customer

Create Smartsheet row for new Syncro invoice

Create Smartsheet row for new Syncro payment

When Row is added in Smartsheet > Check any condition > Create customer in Syncro

When Row is added in Smartsheet > Check any condition > Create lead in Syncro

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Smartsheet + Syncro flow

Connect project tracking and MSP operations with team notifications, finance logs, and document storage. Pick a combination and activate it in one click.

Supported triggers and actions for Smartsheet and Syncro

Mix and match to build the exact automation you need

What can you automate with Smartsheet + Syncro?

Streamline your MSP operations by connecting Smartsheet project data directly to your Syncro customer and ticket workflows.

Who is Smartsheet + Syncro integration for?

Operations teams, project managers, and MSP technicians rely on this integration to eliminate manual data entry and keep project tracking perfectly synchronised with customer support desks.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Smartsheet + Syncro

Build and manage your Smartsheet + Syncro automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Smartsheet or Syncro With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Smartsheet + Syncro Integration

Integrate Smartsheet to Syncro in one click, or tell Integrately AI how you want each row handled. Sync project tasks, update customer records, create tickets, and track deliverables automatically.

Trusted by experts at...

Ready Workflows for Smartsheet + Syncro Integration

Capture project tasks, create tickets, keep sheets updated, alert your team, and track invoices, all in just one click.

Create Syncro customer for new Smartsheet row

Create Smartsheet row for new Syncro customer

Create Smartsheet row for new Syncro invoice

Create Smartsheet row for new Syncro payment

When Row is added in Smartsheet > Check any condition > Create customer in Syncro

When Row is added in Smartsheet > Check any condition > Create lead in Syncro

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Smartsheet + Syncro flow

Connect project tracking and MSP operations with team notifications, finance logs, and document storage. Pick a combination and activate it in one click.

Supported triggers and actions for Smartsheet and Syncro

Mix and match to build the exact automation you need

What can you automate with Smartsheet + Syncro?

Streamline your MSP operations by connecting Smartsheet project data directly to your Syncro customer and ticket workflows.

Who is Smartsheet + Syncro integration for?

Operations teams, project managers, and MSP technicians rely on this integration to eliminate manual data entry and keep project tracking perfectly synchronised with customer support desks.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Smartsheet + Syncro

Build and manage your Smartsheet + Syncro automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Smartsheet or Syncro With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click