Airtable + Synergy

Airtable + Synergy integrations

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 ProjectTriggers when a Project is created or updated.
TriggerPolling
automatically do this!
Create or Update RecordFind and update an existing record, or create a new one.
ActionWrite

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More things you can do with Synergy and Airtable

Discover other triggers and actions you can use with Synergy and Airtable

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 records
  Required
Trigger
Polling
Try It
Updated Project Status
Triggers when a Project Status is updated.
Trigger
Polling
Try It
- Synergy Contact Id
  Required
- Name
  Required
- ABN
- ACN
- Website
- Primary Email
Action
Write

- Title
- First Name
- Last Name
  Required
- Parent Contact Id
  Required
- Primary Email
- Job Type
- Website
- Phone
- Street Line 1
- Street Line 2
- Suburb/Town
- Post code
- State
- Country
Action
Write
- Project name
  Required
- Is Multi-Stage
  Required
- 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 name
  Required
- Last name
  Required
- Email
  Required
Action
Write
- Synergy Leave Id
  Required
- Synergy Leave Status
  Required
- Synergy Leave Detail
  Required
- 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 by
  Required
Action
Search
- Project Template name (Exact Match)
Action
Search
- Help Text
- Base
  Required
- Table
  Required
- Last modified time column
  Required
- Limit to view
- Include file contents?
Trigger
Polling
Try It
- Base
  Required
- Table
  Required
Action
Write
- Name
  Required
- Workspace ID
  Required
- Number of Tables
  Required
Action
Write
- Base
  Required
- Table Name
  Required
- Table Description
- Primary Field Name
- Primary Field Type
Action
Write
- Base
  Required
- Table
  Required
- Record
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Base
  Required
- Table
  Required
- Record ID
  Required
Action
Search
- Base
  Required
- Table ID
  Required
Action
Search
- Base ID
  Required
Action
Search
- Base
  Required
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
- Name
  Required
- ABN
- ACN
- Website
- Primary Email
- Phone
- Street Line 1
- Street Line 2
- Suburb/Town
- Post code
- State
- Country
Action
Write
- Synergy Staff Id
  Required
- Synergy Leave Detail
  Required
- Start date of leave (YYYY-MM-DD)
  Required
- End date of leave (YYYY-MM-DD)
  Required
- Comment
Action
Write
- Personnel Contact Id
  Required
- Title
- First Name
- Last Name
  Required
- Primary Email
- Job Title
- Website
- Phone
- Street Line 1
- Street Line 2
- Suburb/Town
- Post code
- State
- Country
Action
Write
- Synergy Project Id
  Required
- 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 ID
  Required
- Termination Date
  Required
Action
Write
- Project Id
  Required
- Project Status Type
  Required
- Project Status Name
Action
Write
- Search by
  Required
Action
Search
- Base
  Required
- Table
  Required
- Limit to View
- Include attachment content
Trigger
Polling
Try It
- Base
  Required
- Table
  Required
- Record
  Required
- Comment
  Required
Action
Write
- CacheCopy
- Base
  Required
- Table
  Required
Action
Write
- Base
  Required
- Table
  Required
- Help Text
- Primary lookup field
  Required
- Secondary lookup field
Action
Write
- Base
  Required
- Table
  Required
- Record
  Required
Action
Write
- Base
  Required
- Table
  Required
- Number of Records
  Required
Action
Write
- Base
  Required
- Table
  Required
- Search by Field
- Search Value
- Search type
- Search Formula
- Limit to View
Action
Search
- Base
  Required
- Search Keyword
  Required
- Search In
Action
Search
- Search Keyword
  Required
Action
Search
- Base
  Required
- Table
  Required
Action
Search
- Base
  Required
- Table
  Required
- 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.

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About Synergy

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

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Project Management