Airtable + Synergy

Manage new or updated Synergy projects by creating or updating records in Airtable

Easily manage your Synergy projects with this seamless workflow. When new or updated projects happen in Synergy, records in Airtable are created or updated accordingly. This is ideal for project managers who want to ensure their Airtable database stays in line with their project updates in real time. Enhance your project management efficiency and keep your team on track with this integration.

When this happens...
New or Updated Project
Triggers when a Project is created or updated.
TriggerPolling
automatically do this!
Create or Update Record
Find and update an existing record, or create a new one.
ActionWrite

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Supported triggers and actions

New or Updated Contact
Triggers when a Contact is created or updated.
Trigger
Polling
Try It
New or Updated Project
Triggers when a Project is created or updated.
Trigger
Polling
Try It
- Include cancelled leave recordsRequired
Trigger
Polling
Try It
Updated Project Status
Triggers when a Project Status is updated.
Trigger
Polling
Try It
- Synergy Contact IdRequired
- NameRequired
- ABN
- ACN
- Website
- Primary Email
Action
Write

- Title
- First Name
- Last NameRequired
- Parent Contact IdRequired
- Primary Email
- Job Type
- Website
- Phone
- Street Line 1
- Street Line 2
- Suburb/Town
- Post code
- State
- Country
Action
Write
- Project nameRequired
- Is Multi-StageRequired
- Template Id
- Is Billable
- Scope of Work
- Primary Contact Id
- Street Line 1
- Street Line 2
- Suburb/Town
- Post code
- State
- Country
- Tags
Action
Write

- Salutation
- First nameRequired
- Last nameRequired
- EmailRequired
Action
Write
- Synergy Leave IdRequired
- Synergy Leave StatusRequired
- Synergy Leave DetailRequired
- Start date of leave (YYYY-MM-DD)Required
- End date of leave (YYYY-MM-DD)Required
- Comment
Action
Write
- Search Individual
- Search Company
- Search Personnel
- Search Staff
- Search byRequired
Action
Search
- Project Template name (Exact Match)
Action
Search
- Help Text
- BaseRequired
- TableRequired
- Last modified time columnRequired
- Limit to view
- Include file contents?
Trigger
Polling
Try It
- BaseRequired
- TableRequired
Action
Write
- NameRequired
- Workspace IDRequired
- Number of TablesRequired
Action
Write
- BaseRequired
- Table NameRequired
- Table Description
- Primary Field Name
- Primary Field Type
Action
Write
- BaseRequired
- TableRequired
- RecordRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- BaseRequired
- TableRequired
- Record IDRequired
Action
Search
- BaseRequired
- Table IDRequired
Action
Search
- BaseRequired
Action
Search

New or Updated Approved Leave
Triggers when an approved Leave is recently created or updated.
Trigger
Polling
Try It
New or Updated Staff
Triggers when a Staff is created or updated.
Trigger
Polling
Try It
New or Updated Project Contact
Triggers when a Project Contact is recently created or updated.
Trigger
Polling
Try It
- NameRequired
- ABN
- ACN
- Website
- Primary Email
- Phone
- Street Line 1
- Street Line 2
- Suburb/Town
- Post code
- State
- Country
Action
Write
- Synergy Staff IdRequired
- Synergy Leave DetailRequired
- Start date of leave (YYYY-MM-DD)Required
- End date of leave (YYYY-MM-DD)Required
- Comment
Action
Write
- Personnel Contact IdRequired
- Title
- First Name
- Last NameRequired
- Primary Email
- Job Title
- Website
- Phone
- Street Line 1
- Street Line 2
- Suburb/Town
- Post code
- State
- Country
Action
Write
- Synergy Project IdRequired
- Project name
- Scope of Work
- Project Manager Id
- Street Line 1
- Street Line 2
- Suburb/Town
- Post code
- State
- Country
- Project Type Name
Action
Write
- Synergy Staff IDRequired
- Termination DateRequired
Action
Write
- Project IdRequired
- Project Status TypeRequired
- Project Status Name
Action
Write
- Search byRequired
Action
Search
- BaseRequired
- TableRequired
- Limit to View
- Include attachment content
Trigger
Polling
Try It
- BaseRequired
- TableRequired
- RecordRequired
- CommentRequired
Action
Write
- Cache Copy
- BaseRequired
- TableRequired
Action
Write
- BaseRequired
- TableRequired
- Help Text
- Primary lookup fieldRequired
- Secondary lookup field
Action
Write
- BaseRequired
- TableRequired
- RecordRequired
Action
Write
- BaseRequired
- TableRequired
- Number of RecordsRequired
Action
Write
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search type
- Search Formula
- Limit to View
Action
Search
- BaseRequired
- Search KeywordRequired
- Search In
Action
Search
- Search KeywordRequired
Action
Search
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search type
- Search Formula
- Limit to View
Action
Search or write

About Airtable

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.

Learn more

Related categories

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About Synergy

Synergy is a project and business management software solution for Architecture, Engineering and Construction (AEC) Design Businesses.

Related categories

Project Management

Airtable + Synergy

Manage new or updated Synergy projects by creating or updating records in Airtable

New or Updated Contact

New or Updated Project

New or Updated Leave

Updated Project Status

Update Company Contact

Create Personnel Contact

Create Project

Create Staff

Update a Leave Record

Find Contact

Find Project Template

New or Updated Record

Create Record

Create Base

Create Table

Update Record

API Request (Beta)

Find Record by ID

Find Table by ID

Get Base Schema

New or Updated Approved Leave

New or Updated Staff

New or Updated Project Contact

Create Company Contact

Create Leave Record

Update Personnel Contact

Update Project

Set Staff Termination Date

Update Project Status

Find Project

New Record

Add Comment to Record

Create Records (Advanced)

Create or Update Record

Delete Record

Update Multiple Records

Find Record

Find Table

Find Base

Find or Create Record

About Airtable

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About Synergy

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