SyncroMSP

SyncroMSP

· #335 most-used

Unified RMM, PSA, and billing for managed service providers

CRMProductivityProjectsSupportAutomationAccountingMonitoring & Alerts

SyncroMSP is an all-in-one platform that gives managed service providers (MSPs) a single pane of glass for remote monitoring and management, professional services automation, helpdesk ticketing, contract management, invoicing, and billing. Connect it to Actionist and your agents can create and update tickets, manage customer records, track RMM alerts, generate invoices, and coordinate service delivery across your entire client base — without anyone touching the Syncro dashboard.

Average time saved
14 hours
per person · per month
≈ 2 workdays back

Eliminates manual work. Agents eliminate manual RMM-to-ticket conversion, recurring invoice generation, overdue-invoice chasing, per-tech performance data collection, and weekly health dashboard assembly — the highest-volume repetitive tasks in a typical MSP operation.

Schedule

What your SyncroMSP agent runs on autopilot

A week of scheduled jobs your Actionist agent will execute on your behalf.

28Scheduled jobs
7Agents at work
24/7Always on
Agents
TueThu
Tue
Wed
Thu
7a
8a
9a
10a
11a
12p
1p
2p
3p
4p
5p
6p
Multi-app workflows

SyncroMSP × every other app you use

End-to-end automations that span multiple apps — each one a real business outcome.

6Workflows
5Apps spanned
~18 hrsSaved / week
3Personas served
For msp support
Featured2 apps

RMM alert auto-ticketed and escalated within about a minute

Within about a minute of an RMM alert firing, the agent creates a Syncro ticket with the device name, alert type, and customer pre-filled, mutes the alert to prevent noise during triage, and posts the ticket link to Slack. The on-call technician has a fully-formed ticket to work on without any manual data entry.

~10 hrs

Time saved for your team — every week, on autopilot

The flow
Trigger·When an RMM alert fires on a managed device
Result
Create new ticket with alert details pre-populatedPost alert summary and ticket link to #rmm-alerts channelMute RMM Alert to prevent duplicate paging during triage
The win
Saved per run
15 min
Runs / week
~40×
Zero untracked RMM events — every alert becomes a ticket automatically
Driven byCustomer Support Agent
ROI

Savings

What your team gets back — two angles: what you stop doing manually, and what that's worth.

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

  • Sales
    30 min / week
    Manual new-client data entry

    When a deal closes, someone manually creates the customer in Syncro, then opens the onboarding ticket, then posts to the team — 20 or more minutes of duplicate data entry across multiple tools.

    Sales Agent
    0 min
    Agent creates customer and ticket on deal close

    When a deal closes in HubSpot, the agent creates the Syncro customer, opens the onboarding ticket with the standard checklist, and notifies the team via Slack — all within about a minute, with no manual touch.

  • Marketing
    60 min / week
    Manual hunt for case-study material

    Marketers periodically ask technicians to recall notable fixes, then filter through tickets manually trying to find resolution notes worth turning into content.

    Marketing Agent
    0 min
    Agent surfaces case-study tickets automatically

    The Marketing Agent retrieves resolved tickets tagged for case-study content each week and logs them to the Notion editorial calendar — the marketing team has fresh real-world MSP wins without hunting through the helpdesk.

  • Customer Support
    120 min / week
    Manual RMM-to-ticket conversion

    A technician sees an alert notification, opens Syncro, manually creates a ticket, fills in the customer, subject, and priority — repeating the cycle dozens of times a week across all managed devices.

    Customer Support Agent
    0 min
    Agent converts every RMM alert to a ticket within about a minute

    The agent detects the RMM alert, retrieves the customer, creates the ticket with all fields pre-populated, and mutes the alert to prevent duplicate paging — the technician opens a ready-to-work ticket, not a blank form.

  • Human Resources
    45 min / week
    Manual per-tech performance data collection

    Managers log into Syncro and manually count resolved tickets per technician, calculate average resolution times, and paste numbers into a spreadsheet for performance reviews — a 45-minute exercise every week.

    Human Resources Agent
    0 min
    Agent computes and logs weekly tech metrics automatically

    The HR Agent retrieves resolved tickets by technician, calculates the key metrics, and writes them to the Google Sheets performance tracker every Thursday — the data is ready for monthly reviews without a single manual lookup.

  • Finance
    120 min / week
    Manual monthly invoice generation

    On the first of each month someone manually opens Syncro, creates an invoice for each managed-services customer, adds the recurring line items, and checks the totals — hours of repetitive data entry before a single invoice is sent.

    Finance Agent
    0 min
    Agent generates all recurring invoices on schedule

    The Finance Agent creates invoices for every customer on a managed-services contract on the first of the month, logs the totals to Google Sheets, and posts a summary to Slack for approval — the team reviews and sends, skipping all the data entry.

  • Operations
    90 min / week
    Manual Monday morning health check

    The operations manager opens Syncro on Monday, clicks through each customer ticket list, checks the RMM alert queue, and then compiles a status update for the standup — a 45-minute exercise before the first meeting.

    Operations Agent
    0 min
    Agent delivers the health dashboard before the standup

    At 7:45 AM Monday the Operations Agent retrieves ticket counts, alert volumes, and overdue invoices, computes per-customer health scores, and posts the ranked dashboard to Slack — the manager walks into the standup already informed.

  • Legal
    30 min / week
    Manual contract expiry monitoring

    The legal or account team periodically exports customer records, filters by contract end date, and checks whether renewal conversations are in progress — an irregular, error-prone process that sometimes misses customers.

    Legal Agent
    0 min
    Agent flags expiring contracts every Monday

    The Legal Agent retrieves all customers, identifies those with contracts expiring in 90 days, and flags any without an active renewal in the compliance register — no expiring contract goes unnoticed because the check runs every week automatically.

+ 100s of other SyncroMSP automations
Average time saved
50 hrs / person / month
Calculator

Calculate what your team saves

Team size
5 people
Hourly rate
$75 / hr
Hours saved / week
18
Hours saved / year
875
Annual ROI
$65,625

Based on SyncroMSP's typical team usage — the visible tasks plus a few other automations the agent runs: ~3.5 hrs / person / week of admin work automated.

Connect

How to plug SyncroMSP into Actionist

Pick the connection method that suits your environment.

Generate a scoped API token in your Syncro account and paste it into Actionist. The token controls exactly which resource types your agent can read and write.

1
Open API Tokens

Log in to Syncro, go to Admin → API Tokens, then click New Token.

2
Set permissions and create

On the Custom Permissions tab, enable read and write for the resources your agent needs (Tickets, Customers, RMM Alerts, Invoices, etc.). Click Create and copy the token immediately — it is not shown again.

3
Note your subdomain

Your subdomain is the prefix in your Syncro URL (e.g. 'acme' from acme.syncromsp.com). You will need both the API key and subdomain in the next step.

4
Connect in Actionist

Find SyncroMSP in the Apps tab, paste your subdomain and API key, and click Test connection. Actionist makes a read-only call to confirm the handshake.

Credentials you'll need
API key*
Syncro Admin → API Tokens → New Token. Set the permissions you need, then copy the token.
Subdomain*
The part before .syncromsp.com in your Syncro URL — e.g. 'mycompany' from mycompany.syncromsp.com
Actions

18 actions your agent can call

Read and write operations available to your Actionist agent.

Triggers

0 events your agent can react to

Events your agent watches for, and the actions it kicks off in response.

This app has no triggers yet.
MCP servers

MCP servers that work with SyncroMSP

Connect Actionist to MCP servers built for or around this app.

SyncroMSP MCP

Open-source MCP server providing 180+ API endpoints across 16 resource types for Syncro RMM/PSA — full CRUD for tickets, customers, invoices, assets, contracts, and more.

FAQs

Questions about SyncroMSP + Actionist

How does Actionist connect to SyncroMSP?
Actionist connects using your Syncro subdomain and an API key you generate inside Syncro under Admin → API Tokens. You create a token with Custom Permissions, enabling only the resource types your agent needs (e.g. Tickets, Customers, RMM Alerts, Invoices). Paste the subdomain and token into Actionist, and the platform makes a read-only test call to confirm the connection. There is no OAuth flow — Syncro API uses bearer tokens scoped to the account that generated them.
Can Actionist read and write RMM alerts in SyncroMSP?
Yes. Actionist can retrieve individual RMM alerts and paginated lists, create programmatic alerts on managed assets (useful for bridging external monitoring tools into Syncro), mute alerts during maintenance windows to suppress noise, and delete (clear) resolved alerts to keep the active alert queue clean. The most common pattern is a scheduled agent task that retrieves all open alerts every morning and posts a ranked briefing to Slack before the first technician logs on.
Does Actionist support automatic ticket creation from RMM alerts?
Yes, and this is one of the highest-value patterns for MSPs. When an RMM alert fires in Syncro, the agent can retrieve the alert details, look up the associated customer, and call Create new ticket with the device name, alert type, and severity already filled in — all within about a minute of the event. The alert can then be muted to prevent duplicate paging while the ticket is being worked. This eliminates the manual step of a technician reading an alert notification and manually opening a ticket.
Can Actionist automate SyncroMSP billing and invoice generation?
Yes. On a monthly schedule the Finance Agent can retrieve all customers on active contracts, create invoices in Syncro for each one using the contracted line items, and then retrieve those invoices to verify the totals before sending. A separate scheduled agent task retrieves all unpaid past-due invoices weekly and creates follow-up tickets for the finance team — so the entire billing cycle from invoice creation through payment chase runs as scheduled agent tasks rather than manual dashboard work.
What Syncro API permissions does the agent need?
It depends on which actions you enable. For read-only use (dashboards, reports, briefings) you need read permission on Tickets, Customers, RMM Alerts, and Invoices. For write operations (creating tickets from RMM alerts, updating customer records, generating invoices) you also need write permission on those same resource types. When generating the API token under Admin → API Tokens, use the Custom Permissions tab to enable only what your agent actually needs — this follows the principle of least privilege and limits exposure if the token is ever compromised.
Can Actionist connect SyncroMSP to other apps in the same workflow?
Yes. The most common multi-app patterns MSPs use are: (1) HubSpot to Syncro — when a deal closes in HubSpot the agent creates the customer in Syncro and opens an onboarding ticket; (2) Syncro to Slack — RMM alerts and SLA-breach warnings posted to team channels within about a minute; (3) Syncro to Google Sheets — weekly ticket metrics, invoice totals, and technician performance data written to operations dashboards automatically; (4) Syncro to Notion — weekly summary reports appended to the service delivery log. Any of Actionist connected apps can send or receive data alongside Syncro.
How does Actionist handle SLA monitoring for SyncroMSP tickets?
Actionist does not have native access to Syncro internal SLA engine, but the Operations or Support agent can replicate SLA monitoring as a scheduled agent task: retrieve all open tickets on a short cadence, calculate elapsed time since creation against the customer contracted response window, and escalate any ticket approaching its deadline by updating the priority field and posting an internal comment. This lets you build SLA-aware behaviour across your entire ticket queue without manual dashboard checks, using Syncro own ticket and customer data as the source of truth.
Does Actionist support the Syncro MCP server as an alternative connection method?
Yes. An open-source Syncro MCP server (github.com/advenimus/syncromsp-mcp) provides 180+ endpoints across 16 resource types including full CRUD for tickets, customers, invoices, estimates, appointments, contracts, products, and more. When connected via MCP rather than the direct API key method, your agent accesses Syncro through the MCP protocol, which provides structured tool definitions for every supported operation. Both connection paths use your Syncro API key and subdomain as credentials.