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MSP Process

HaloPSA AI VoiceAssist with Authenticator verification and SMS

SyncroMSP ProcessMSP Process inside Syncro

Your Syncro tickets.
Less work between them.

Luke F.

Northwind Dental

00:45
  1. 00:00

    Inbound ticket #7421

    Asset: LT-188-NYC

  2. 00:09

    MSP Process workflow triggered

    Authenticator push sent

    Microsoft Authenticator

  3. 00:18

    Client approval receivedOK

    Biometric approval on iPhone 15

  4. 00:27

    Syncro ticket updated

    Caller linked to the correct asset

  5. 00:45

    +2 stepsActivity record attachedOK

Put AI automation to work on every channel your clients use, connected to Syncro professional services automation and remote monitoring and management. Keep your PSA tickets, asset details and technician assignments together, so your team has the context to handle each request.

Ticket sync
Bi-dir
Context attached
Asset
Auto-assignment
Tech
Syncro

MSP Process + Syncro

Connect MSP Process with Syncro to handle ticket updates, bring asset context into requests and automate technician assignment for your team.

Ticket sync, both ways
Your inbound and outbound Syncro tickets sync in real time, keeping updates together as your team handles each request.
Asset context, already attached
MSP Process automatically links the caller to the correct Syncro asset, bringing that context into your team's ticket.
Assignment with caller context
Route requests to the right technician using caller context, so your team has the information behind each assignment.
Customers and contacts together
Keep customers and contacts aligned between MSP Process and Syncro, so your team works with matching records across both.
Events that start work
Syncro ticket events reach MSP Process in real time and trigger the next step in your intake workflow.
Activity attached to tickets
MSP Process writes a structured activity record back to every Syncro ticket, keeping the intake details with the request.

GET SET UP

Connect your tools.
Put them to work.

Four steps connect your tools, link caller and asset records, and bring intake details back into your team's Syncro tickets. Most MSPs are live the same day, with MSP Process writing those records back into Syncro as requests come in.

  1. Connect with scoped access

    Connect Syncro using an application programming interface token, with access scoped to the ticket, asset and customer tables.

  2. Subscribe to ticket events

    Subscribe to Syncro ticket events through a webhook, bringing each event into MSP Process in real time as it happens.

  3. Link the right asset

    MSP Process automatically links the caller to the correct asset record, attaching the asset context to the request.

  4. Bring the record back

    MSP Process writes the intake activity back to the Syncro ticket as a structured note for your team.

WHAT YOU LEAVE WITH

Your team's requests.
The context to handle them.

Your team gets caller details, asset context and intake activity together in Syncro, ready to handle the request. We attach the end-user verification (EUV) record to each ticket, so your team can see how the caller was checked.

Without MSP Process

Syncro without verified intake.

Unknown caller

Says: Luke F., Northwind Dental

  1. 01

    Inbound ticket opens against an asset

    caller identity guessed.

  2. 02

    Tech assignment automation fires before identity is…

    confirmed.

  3. 03

    Privileged action runs against the wrong person

    and the right asset.

  4. 04

    No way to prove the caller was who they claimed.

With MSP Process

Syncro with MSP Process.

Unknown caller

Says: Luke F., Northwind Dental

  1. 01

    Syncro ticket auto-created with verified caller + correct…

    asset linked.

  2. 02

    Tech assignment only fires after MFA push approval.

    Microsoft Authenticator

  3. 03

    Privileged actions gated

    no exceptions for known asset numbers.

  4. 04

    Verification chain exportable from Syncro for compliance…

    review.

LET'S TALK AUTOMATION

Your Syncro setup.
More put to work.

Connect, then put MSP Process to work with Syncro to handle ticket updates, asset links and technician assignment.

Bring us the process you most want to stop doing by hand.