SyncroMSP and Twake automations

Ready-made scenarios where SyncroMSP and Twake work for you: pick one — a copy appears in your account and runs on its own.

34 scenarios

Contacts from SyncroMSP into Twake audiences
New SyncroMSP contacts — into Twake audiences
Unassigned support tickets — as a list in Twake
A daily birthday reminder to your messenger
Support tickets — as a thread in your team chat
Early churn-risk detection from Zendesk tickets
Lead scoring and routing: hot leads straight to sales
Daily duplicate-customer detection in your payment system
Inbound leads scored, with alerts and draft replies for the hot ones
New-lead handling: CRM entry, team alert and reminder
High-value lead alerts — to chat, sheet and calendar
Client onboarding from a single form: folder, contact, channel, tasks
A support ticket digest — every morning
Scoring and routing leads from form submissions
Capture and route leads from every channel
Client renewal reminders — ahead of time
Re-engage stalled leads with a ready-made email
Ticket triage and escalation with response-time control
Score event RSVPs and route them to sales
Website leads — enrichment, scoring and routing to CRM
Re-engaging quiet clients — weekly, without manual tracking
Automatic follow-ups for prospects who went quiet
A summary of support tickets — topics and customer mood
Support metrics from two systems — in one weekly report
Invoices from email into accounting, with approval
Morning reminders of birthdays and name days
Tell customers their bug is fixed — the moment the issue closes
SLA monitoring that warns before a ticket breaches
Payment issue handling: a reply to the customer, an escalation to the team
Incoming lead sorting and routing — automatically
Lead verification, enrichment and sorting — automatically
Meeting recording → tasks, a client email and an updated CRM record
Feedback triage and customer replies — automatically
Every sale — logged, a ping to you and a thank-you to the buyer