Syncro

Overview

The Syncro integration brings together Professional Services Automation (PSA) and Remote Monitoring and Management (RMM) capabilities in your Bumblebee workflows. Automate ticketing, asset management, billing, and RMM actions from a single platform.

Prerequisites & Setup

Before setting up the Syncro integration, you need:

• An active Syncro account
• API access enabled (available on all Syncro plans)
• API key from your Syncro account
• Administrator or API access permissions

Generate API Key in Syncro

1. Log in to your Syncro account
2. Navigate to Admin > API Tokens
3. Click Add API Token
4. Configure the token:
   • Name: "Bumblebee Integration"
   • Permissions: Select appropriate scopes for your use case
5. Click Create
6. Copy the API Key (shown only once - save it securely)
7. Note your Syncro subdomain (e.g., yourcompany.syncromsp.com)

Configure in Bumblebee

1. Go to the Integrations page in Bumblebee
2. Select Syncro
3. Enter your credentials:
   • Syncro Subdomain
   • API Key
4. Click Test Connection
5. Save the configuration

Available Tools

Tickets

• get_ticket_by_id - Get ticket details by ID, including assets, comments, worksheets and time entries. Required: ticket_id (int)
• get_ticket_by_number - Get ticket by ticket number, including assets, comments, worksheets and time entries. Required: ticket_number (int)
• list_tickets_by_contact - List tickets for a contact. Only return 50 most recent tickets. Do not include comments, worksheets, etc. Required: contact_id (int)
• list_tickets_by_customer_id - List tickets for a customer. Only return 50 most recent tickets. Do not include comments, worksheets, etc. Required: customer_id (int)
• list_tickets - List the 100 most recent tickets across all customers. Only includes basic information, sorted by most recently updated first.
• create_ticket - Create a new ticket in Syncro. Required: customer_id (int), subject (str). Optional: contact_id, problem_type, priority, status, tags
• post_ticket_comment - Post comment to ticket. Required: ticket_id (int), comment_body (str). Optional: subject (str, default: "UPDATE"), is_private (bool, default: True)
• update_ticket - Update ticket. Required: ticket_id (int). Optional: subject, status, priority, tags, problem_type, contact_id
• list_canned_responses - List all canned responses. Returns pre-defined response templates for tickets.

Customers

• get_customer_by_id - Get customer by ID. Required: customer_id (int)
• get_customer_by_name - Search customer by name. Required: business_name (str)
• list_customers - List all customers. Only return up to 50 customers

Contacts

• get_contact_by_id - Get contact by ID. Required: contact_id (int)

Assets

• get_asset_by_id - Get asset by ID. Required: asset_id (int)
• list_assets_by_customer_id - List assets for a customer. Only return up to 50 assets. Required: customer_id (int)
• list_assets_by_contact - List assets for a contact. Only return up to 50 assets. Required: contact_id (int)

Products

• get_product_by_id - Get product by ID. Required: product_id (int)
• list_products - List all products. Only return up to 50 products.

Invoices

• get_invoice_and_line_items_by_id - Get invoice and line items by ID. Required: invoice_id (int)
• get_invoice_and_line_items_by_number - Get invoice and line items by invoice number,. Required: invoice_number (str)
• list_invoices_by_customer_id - List invoices for a customer. Only return up to 50 most recent invoices. Required: customer_id (int)

Invoice Schedules

• get_invoice_schedule_and_line_items_by_id - Get recurring billing schedule, including line items. Required: schedule_id (int)
• list_invoice_schedules_by_customer_id - List billing schedules for a customer. Only return up to 50 invoice schedules Required: customer_id (int)

Estimates

• get_estimate_by_id - Get estimate by ID. Required: estimate_id (int)
• get_estimate_by_number - Get estimate by estimate number. Required: estimate_number (str)
• list_estimates_by_customer_id - List estimates for a customer. Only return up to 50 estimates. Required: customer_id (int)

Time Entries

• list_timelogs_by_user_name - List timelogs for a user. Only return up to 50 timelogs. Required: full_name (str), start_date (str), end_date (str)