Firmao + Syncro Integration

In Syncro, when you create a customer, it automatically creates a task in Firmao for that customer. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular customer on their customer profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.

If you have created a customer in Firmao, it's important to create a customer in Syncro. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.

If you're a small business owner who uses Syncro to manage your finances, you may be wondering if there's a way to automatically create a customer profile in Firmao whenever an invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with Firmao and Syncro!

When you make a payment in Syncro, be sure to create a task in Firmao! This will ensure that your team is aware of the payment and can update the books as needed.

Creating a task also allows you to track the progress of the payment and ensure that it is processed properly. Don't forget to include a due date so that your team knows when it is due!

If you use Syncro to manage your invoice, you can also use Firmao to create and manage task associated with those invoice. Creating a task in Firmao will remind you of the important details related to the invoice, such as due dates and payment terms.

You can also keep all of your invoicing information in one place, making it easy to stay organized and on top of your finances.