Integrating Synchro MSP with Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Synchro MSP with Pabbly Connect to automate ticket management and notifications effectively. Follow our detailed tutorial for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Synchro MSP Integration

To start integrating Synchro MSP with Pabbly Connect, first access your Pabbly Connect account. This platform will serve as the central hub for your automation tasks. By using Pabbly Connect, you can easily link Synchro MSP with various applications to automate your workflow.

Once logged in, navigate to the workflow section where you can create a new automation. Here, you will set Synchro MSP as your trigger application for the automation process. This setup allows you to respond to specific events within Synchro MSP.

2. Selecting the Trigger Event in Pabbly Connect

In this section, you will select the trigger event that initiates the automation. The trigger event can be a ticket created, a ticket resolved, or a ticket status changed. For this tutorial, we will choose the ‘ticket is resolved’ trigger. This selection is crucial as it determines when the automation will activate.

• Select Synchro MSP as the trigger application.
• Choose ‘ticket is resolved’ as the trigger event.
• Copy the provided webhook URL for further steps.

After selecting the trigger event, Pabbly Connect will generate a unique webhook URL. This URL is essential for connecting your Synchro MSP account to the automation workflow. Ensure you copy this URL for later use in the Synchro application.

3. Configuring Synchro MSP for Webhook Integration

Next, log into your Synchro MSP account and navigate to the notification center under Synchro Administration. This step is vital for configuring the webhook to ensure that it communicates correctly with Pabbly Connect.

In the notification center, create a new notification set. Here, you will enter a name for the notification, paste the copied webhook URL, and select the event ‘ticket was resolved’. This setup allows Synchro MSP to send data to Pabbly Connect whenever a ticket is resolved.

• Click on ‘Add New Notification Set’.
• Enter a name for the notification (e.g., ‘Testing’).
• Paste the webhook URL in the designated field.

After configuring these settings, confirm by clicking on ‘Create Notification Set’. This action will finalize the webhook setup, allowing Pabbly Connect to receive data from Synchro MSP.

4. Testing the Integration with Pabbly Connect

Once the webhook is set up in Synchro MSP, it’s time to test the integration. Resolve a ticket in your Synchro MSP account to trigger the webhook. This action will send the relevant data to Pabbly Connect, allowing you to verify that everything is working correctly.

After resolving the ticket, return to Pabbly Connect and check if the webhook response has been captured. If successful, you will see the details of the resolved ticket in your workflow. This confirmation is essential to ensure that your integration is functioning as intended.

Navigate to the ticket section in Synchro MSP. Resolve a ticket to trigger the webhook. Check Pabbly Connect for the webhook response.

Once you confirm the response is captured, you have successfully tested the integration. This allows you to set up further actions, such as notifying your team on Slack or Microsoft Teams using Pabbly Connect.

5. Next Steps with Pabbly Connect Automations

Now that you have successfully integrated Synchro MSP with Pabbly Connect, you can explore additional automation possibilities. You can set up actions to notify team members via various platforms like Slack, Microsoft Teams, or Google Chat whenever a ticket is resolved.

To add these actions, simply select your desired application in Pabbly Connect and configure the notification settings. This flexibility allows you to customize your workflow according to your team’s needs.

Choose an action application (e.g., Slack). Set up the notification message for the action. Test the action to ensure it works as expected.

In conclusion, Pabbly Connect offers a powerful way to automate your workflows with Synchro MSP and other applications. By following these steps, you can streamline your ticket management processes and improve team communication significantly.

Conclusion

In this tutorial, we explored how to integrate Synchro MSP with Pabbly Connect, enabling automated ticket notifications. Using Pabbly Connect simplifies the process and enhances productivity across teams.