Automate Synchro Tickets from Outlook Emails Using Pabbly Connect

Learn how to automate ticket creation in Synchro from Outlook emails using Pabbly Connect. Step-by-step tutorial with detailed instructions. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start automating ticket creation in Synchro from Outlook emails, you need to access Pabbly Connect. First, navigate to the Pabbly Connect landing page at Pabbly.com/connect.

Here, you can either sign in if you already have an account or sign up for free to receive 100 tasks monthly. Once logged in, click on ‘Access Now’ to enter your dashboard and begin creating your workflow.

2. Creating a Workflow in Pabbly Connect

After accessing your dashboard, the next step is to create a new workflow. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Create Synchro Tickets from Outlook Emails’. Save this in an appropriate folder, like ‘Automations’.

• Click on ‘Create’ to proceed.
• This opens the workflow window where you define triggers and actions.
• Select Microsoft Office 365 as your trigger application.

In this section, you’ll set up the trigger to activate when a new email is received. This integration is crucial as it allows Pabbly Connect to monitor your Outlook inbox for incoming support requests.

3. Setting Up the Trigger in Pabbly Connect

For the trigger event, choose ‘New Mail Received’ from Microsoft Office 365. You will need to connect your Office 365 account by clicking on ‘Connect’ and allowing the necessary permissions.

Once connected, click on ‘Save and Send Test Request’. This action will capture the latest email details, which Pabbly Connect uses to create a ticket in Synchro. Ensure you have sent a test email to capture the correct data.

• Compose an email from your Gmail account to your Outlook.
• Use a subject like ‘Request for Technical Support’.
• Include details about the issue in the email body.

This step is essential for ensuring that Pabbly Connect accurately processes the email details for ticket creation.

4. Adding Filter Conditions in Pabbly Connect

To ensure only relevant emails create tickets, add a filter condition after setting up the trigger. This filter will check if the email subject contains words like ‘support’, ‘issue’, or ‘request’.

For this, select the filter application in Pabbly Connect and set the condition for the subject line. This way, you can prevent unrelated emails from triggering the workflow.

Set the label to ‘Subject’ and the condition to ‘Contains’. Add multiple conditions for ‘support’, ‘issue’, and ‘request’. Click on ‘Save and Send Test Request’ to verify the filter.

This filtering process is vital for ensuring that only appropriate emails trigger ticket creation in Synchro, enhancing the efficiency of your support process.

5. Creating a Ticket in Synchro Using Pabbly Connect

Now that you have your trigger and filter set up, it’s time to create a ticket in Synchro. Select Synchro as your action application and choose the action event ‘Create Ticket’.

Connect your Synchro account by providing the required API token and subdomain. This allows Pabbly Connect to create tickets directly in your Synchro account based on the emails received.

Map the required fields such as customer ID, subject, and body from the email. Click on ‘Save and Send Test Request’ to create a test ticket. Verify the ticket in your Synchro account to ensure it was created correctly.

This final step demonstrates how Pabbly Connect seamlessly integrates your email communications with ticket management in Synchro, streamlining your support operations.

Conclusion

In this tutorial, we explored how to automate the creation of Synchro tickets from Outlook emails using Pabbly Connect. By setting up triggers, filters, and actions, you can streamline your support process and ensure no customer request goes unanswered. This integration enhances efficiency and allows your team to respond faster to technical issues.