Integrating Synchro MSP with Outlook Using Pabbly Connect

Learn how to automate ticket creation in Synchro MSP from Outlook emails using Pabbly Connect. Step-by-step tutorial for seamless integration. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the integration process, first access Pabbly Connect. Open your web browser and navigate to the Pabbly Connect landing page. If you are an existing user, click on the ‘Sign In’ button to access your account.

Once logged in, you will see various Pabbly applications. Click on ‘Access Now’ under Pabbly Connect. From your dashboard, click on the ‘Create Workflow’ button, where you will name your workflow, such as ‘Creating Synchro Tickets from Outlook Emails’ and choose a folder like ‘Automations’ to save it in.

2. Setting Up the Trigger with Microsoft Office 365

In this section, we will set up the trigger for our workflow using Microsoft Office 365. This application will monitor your Outlook emails. Select Microsoft Office 365 as the trigger application and then choose the trigger event as ‘New Mail Received’. using Pabbly Connect

• Click on ‘Connect’ to establish a connection with your Microsoft Office 365 account.
• Choose to add a new connection and grant the necessary permissions.
• Once connected, click on ‘Save and Send Test Request’ to test the connection.

Upon successful connection, Pabbly Connect will capture the latest email response. Remember that Microsoft Office 365 checks for new data every 10 minutes, so ensure you have an email ready for testing.

3. Filtering Emails for Support Requests

Next, we will implement a filter condition to ensure that only relevant emails create tickets in Synchro MSP. Click on the filter option in Pabbly Connect and select ‘Filter Values’. using Pabbly Connect

• Set the filter condition to check if the email subject contains keywords like ‘support’, ‘issue’, or ‘request’.
• Click ‘Save and Send Test Request’ to validate the filter.

This filter ensures that only emails related to support requests will trigger the next action of creating a ticket in Synchro MSP. If the condition is met, the workflow will proceed to the next step.

4. Creating Tickets in Synchro MSP

After setting up the trigger and filter, we will now create a ticket in Synchro MSP. Select Synchro as the action application and choose the action event as ‘Create a Ticket’. using Pabbly Connect

Connect your Synchro MSP account by adding a new connection, where you will need to enter your API token and subdomain. Once connected, map the necessary fields from the email response to the ticket creation form.

Map the subject and body of the email to the ticket subject and comment body in Synchro. Ensure to include the customer ID, which can be obtained from the previous step of creating a customer if not already existing.

Finally, click on ‘Save and Send Test Request’ to create the ticket. If successful, you will see the ticket created in your Synchro MSP account.

5. Summary and Automation of the Workflow

In summary, we have successfully set up an automated workflow using Pabbly Connect that creates tickets in Synchro MSP from Outlook emails. This automation ensures timely responses to support requests without manual intervention.

Now, every time a relevant email is received, Pabbly Connect will automatically trigger the workflow, filter the emails, and create a ticket in Synchro MSP. This saves time and enhances productivity for your support team.

Conclusion

This tutorial has provided a detailed guide on integrating Synchro MSP with Outlook using Pabbly Connect. By automating ticket creation, you can streamline your support process and improve efficiency. Start using Pabbly Connect today for seamless integrations!