Customer health check
Sarah Chen, account manager at a support firm serving BigCo, asked what was open for BigCo. Memtro listed the open tickets with status and assignee, the active RMM alerts on BigCo's devices and any unpaid invoices.
Syncro + Memtro
Which tickets are still open for this customer, and what alerts are firing?
Syncro gives managed service providers their tickets and devices in one place to ask. You see tickets by customer, status, assignee, text or date with their comments, customers, assets, RMM alerts and invoices. When asked and granted, Memtro can create, update or delete tickets, comment on them, log time, add or edit customers and contacts, book appointments, add leads, mute or clear RMM alerts, and publish or email invoices. Worth knowing: the token acts as the user who created it and stops working if they are removed. Contact details, custom asset properties and BitLocker keys are not shown.
In Memtro
What you can do with Syncro in Memtro
Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Syncro tool, reads what it needs, and answers with the source cited.
What it does
- 01See tickets by customer, status, assignee, text or date, with priority, problem type and due time.
- 02Read a ticket's comments, with hidden ones marked as internal notes.
- 03List customers, managed assets by type or customer, and active or resolved RMM alerts.
- 04Check invoices with total, amount paid, balance due and status.
- 05When asked and granted, create or update tickets, which may email the customer or staff, add an internal note or customer comment, or log time.
- 06When asked and granted, add customers, contacts, appointments and leads, mute or clear RMM alerts, and publish or email an invoice to the customer.
Acts when asked
When you ask it to
These tools change something in Syncro. The model is told to use them only when you ask for exactly that, and an administrator grants each one by name to the teams that may use it; a personal connection acts only after its owner allows it.
- 01Create a ticket for a customer
- 02Update a ticket's subject, status, priority, assignee or due date
- 03Delete a ticket (permanent)
- 04Add a comment to a ticket, hidden or sent to the customer
- 05Log time on a ticket
- 06Add a customer
- 07Update a customer
- 08Add a contact to a customer
- 09Book an appointment
- 10Add a lead
- 11Mute an RMM alert
- 12Clear an RMM alert
- 13Publish a draft invoice
- 14Email an invoice to the customer
In practice
Ask it like you would a colleague
Once Syncro is connected, these are the kinds of things people ask. Plain questions, no syntax. If the answer lives partly in another system you have connected, Memtro looks there too.
Syncro + MemtroWhich tickets are still open for Acme Ltd?
Which RMM alerts are active right now?
Which invoices are unpaid?
What was the last comment on ticket 3021?
Log 45 minutes on ticket 3021 for the printer fix.
Internal note on a ticket
Tom Reilly, technician at Northwind IT, asked Memtro to note on a ticket that the replacement drive is ordered. Memtro added it as a hidden comment, so it stayed an internal note and the customer was not emailed.
Teams
Where it fits
The teams that lean on Syncro most, a question each of them asks, and what they connect beside it.
- SupportAnswer tickets with the whole company behind youAgent, Team lead, Escalation owner, Head of support“Which VIP conversations have been waiting more than a day?”Used alongside Help Scout, HubSpot, Postgres, Xero, Stripe and 8 more.
- ProductHear what customers actually ask forProduct manager, Researcher, Designer, Head of product“Which customers asked for SSO this quarter, and what is their combined ARR?”Used alongside Help Scout, HubSpot, Linear, Jira, Slack and 6 more.
- SalesWalk into every call briefedAccount executive, Account manager, Sales leader, Sales operations“Brief me on BigCo before the 3pm renewal call”Used alongside HubSpot, Help Scout, Xero, Gmail, Google Calendar and 6 more.
Better together
Works with
A record in Syncro is rarely the whole story. Connect the systems that hold the rest and Memtro checks them together, then remembers what it learned so the next question starts further along.
- CRM and salesSyncro with HubSpotContacts, companies, deals and tickets, with the rest of the company's memory attached.
- CRM and salesSyncro with SalesforceAsk your CRM questions in plain English, down to the SOQL.
- CRM and salesSyncro with Twenty CRMObjects, fields and records from the open-source CRM, and records it can create and change when you ask.
- Finance and commerceSyncro with XeroInvoices, bills, contacts and reports, answered in plain English with figures cited to Xero.
- Finance and commerceSyncro with StripeCustomers, charges, invoices and subscriptions through a restricted key.
- Finance and commerceSyncro with FellohBookings, payments, refunds, chargebacks, supplier payments and payouts from the travel payments platform.
- Engineering and operationsSyncro with GitHubIssues, pull requests, code and commits, searchable by anyone who can ask a question.
- Engineering and operationsSyncro with AWS CloudWatchLogs, metrics and alarms from AWS, answered in plain English with the query that found them.
- Engineering and operationsSyncro with SentryAsk what is breaking in production and get the stack trace, not a dashboard.
Also in Support
Using something else for the same job, or both? Each connector has its own tools; connect as many as you like.
- Help Scout
- Zendesk
- Intercom
Freshdesk- Front
- Zoho Desk
Gorgias- Jira Service Management
- Chatwoot
Crisp- Zammad
Groove
Plain
Freshchat
Freshservice
Kustomer- LiveChat
Dixa
HelpCrunch- Pylon
Custify
Atera- Survicate
Trengo
ConnectWise PSA- Deskpro
Enchant- Featurebase
Frill
Gladly
HaloPSA
HappyFox
Jitbit Helpdesk
Nicereply
Re:amaze
SolarWinds Service Desk
Stonly
Tidio- HelpDesk
Teamwork Desk- UserVoice
Setup
How to connect
Connect withSubdomain and API token
- 1
In Syncro, go to Admin, then API Tokens, create a token with Custom Permissions, and tick only the list, view and change permissions you need.
- 2
In Memtro, open Connections → Syncro and enter the Subdomain, the name before .syncromsp.com, and the API token.
- 3
An administrator grants the actions by name, such as Email invoice or Delete ticket, to the teams that may use them.
- 4
Ask which tickets are still open for a customer.
Also works from
Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The Syncro tools are the same everywhere.
FAQ
Questions
Can Memtro change anything in Syncro?+
Only when you ask, and only what it has been granted: create a ticket for a customer; update a ticket's subject, status, priority, assignee or due date; delete a ticket (permanent); add a comment to a ticket, hidden or sent to the customer; log time on a ticket; add a customer; update a customer; add a contact to a customer; book an appointment; add a lead; mute an RMM alert; clear an RMM alert; publish a draft invoice; email an invoice to the customer. Every other tool reads, searches or lists. The Connections page labels the tools that act, an administrator grants each one by name to the teams that may use it, and a personal connection acts only after its owner allows it.
Who can use a Syncro connection?+
A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.
Does Memtro store my Syncro data?+
Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded.
How do I connect Syncro?+
Subdomain and API token. In Syncro, go to Admin, then API Tokens, create a token with Custom Permissions, and tick only the list, view and change permissions you need.
Connect Syncro in a few minutes
Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.