SyncroRMM to Clickup

Status: Open · Asked by MTR-IT on · 0 views

MTR-IT — Question ·

Hi,
How can i create an automation so that when a ticket has type "Onsite Visit"
it should create a task in Clickup and include ticket number, company name and the hours spent onsite so that the accounts person can process billing.

Arshil Ahmad — Reply ·

Hi @MTR-IT,

Currently, we don't have a direct integration with the SyncroRMM application. However, if it supports webhooks, you can try using Webhook by Pabbly to fetch data from SyncroRMM.

youtube.com/watch?v=FRkl5R7-Ls0

Then add a Filter to your workflow to ensure the next step is executed only if the ticket type is 'Onsite Visit'.

youtube.com/watch?v=RVoCVvcdk4I

Then use the 'ClickUp: Create Task' action event to add tasks to your ClickUp account.

youtube.com/watch?v=Jo5bo7NCBl0:509

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