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 complete ticket information by ticket ID. Required: ticket_id (int)
• get_ticket_by_number - Get a ticket by its ticket number. Required: ticket_number (int)
• list_tickets - List the 100 most recent tickets. Optional: customer_id (int), contact_id (int), status (str)
• list_tickets_by_customer_id - List tickets for a customer. Required: customer_id (int)
• create_ticket - Create a new ticket in Syncro. Required: customer_id (int), subject (str). Optional: contact_id (int), problem_type (str), priority (str), status (str), tags (List[str])
• update_ticket - Update a ticket by ticket ID. Required: ticket_id (int). Optional: subject (str), status (str), priority (str), tags (List[str]), problem_type (str), contact_id (int), user_id (int)
• post_ticket_comment - Post a comment to a ticket by ticket ID. Required: ticket_id (int), comment_body (str). Optional: subject (str), is_private (bool)

Customers

• get_customer_by_id - Fetch a customer by customer ID. Required: customer_id (int)
• get_customer_by_name - Search for customers by business name. Returns all matching customers. Required: business_name (str)
• list_customers - Get all customers. Optional: business_name (str)

Contacts

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

Assets

• get_asset_by_id - Fetch an asset by asset ID. Required: asset_id (int)
• list_assets_by_customer_id - List assets for a customer. Required: customer_id (int)
• list_assets_by_contact - List assets for a contact. Required: contact_id (int)

Products

• get_product_by_id - Get detailed information about a specific product by product ID. Required: product_id (int)
• list_products - List all products in the system.

Invoices

• get_invoice_and_line_items_by_id - Get complete invoice information by invoice ID. Required: invoice_id (int)
• get_invoice_and_line_items_by_number - Get an invoice by its invoice number. Returns complete invoice information including line items. Required: invoice_number (str)
• list_invoices_by_customer_id - List all invoices for a specific customer with line items. Required: customer_id (int)

Invoice Schedules

• get_invoice_schedule_and_line_items_by_id - Get details about a recurring billing schedule by schedule ID. Required: schedule_id (int)
• list_invoice_schedules_by_customer_id - List all recurring billing schedules for a specific customer. Required: customer_id (int)

Estimates

• get_estimate_by_id - Get complete estimate information by estimate ID. Required: estimate_id (int)
• get_estimate_by_number - Get an estimate by its estimate number. Required: estimate_number (str)
• list_estimates_by_customer_id - List all estimates for a specific customer. Required: customer_id (int)

Time Entries

• list_timelogs_by_user_name - List all timelogs for a specific user in a given time period. Required: full_name (str), start_date (str), end_date (str)

Ticket Timers

• list_ticket_timers - List ticket timers with optional date filters. Optional: created_before (str), created_after (str)

Canned Responses

• list_canned_responses - List all canned responses.

Users

• list_users - List all users (technicians) in the Syncro account.