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Integrate Insightly with Synergy to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Insightly with Synergy - no code necessary. See how you can get setup in minutes.

Select a trigger from Insightly

A trigger is an event that starts your Zap and runs the workflow. For example, with Insightly, a trigger could be "Deleted Record."

A trigger is the event that kicks off your automated workflow.

Setup an action from Synergy

An action is what takes place after the automation is triggered. For example, with Synergy, the action could be "Create Company Contact."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Insightly to Synergy

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Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Insightly to Synergy integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect Insightly and Synergy to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Insightly and Synergy to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Insightly Object
  Required
Trigger
Instant
Try It
- Insightly Object
  Required
Trigger
Instant
Try It
- Insightly Object
  Required
Action
Write
- Insightly Object
  Required
- Search By
  Required
- Search Value
  Required
Action
Search
New or Updated Approved Leave
Triggers when an approved Leave is recently created or updated.
Trigger
Scheduled
Try It

New or Updated Staff
Triggers when a Staff is created or updated.
Trigger
Scheduled
Try It
New or Updated Project Contact
Triggers when a Project Contact is recently created or updated.
Trigger
Scheduled
Try It

- Name
  Required
- ABN
- ACN
- Website
- Primary Email
- Phone
- Street Line 1
- Street Line 2
- Suburb/Town
- Post code
- State
- Country
Action
Write
- Contact Id
- Synergy Leave Detail
  Required
- Start date of leave (YYYY-MM-DD)
  Required
- End date of leave (YYYY-MM-DD)
  Required
- Comment
Action
Write
- Synergy Contact Id
  Required
- Title
- First Name
- Last Name
  Required
- Primary Email
- Job Type
- Website
- Phone
- Street Line 1
- Street Line 2
- Suburb/Town
- Post code
- State
- Country
Action
Write
- Project Id
- Name
  Required
- 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
- Project Status Type
  Required
- Project Status Name
Action
Write
- Search by
  Required
Action
Search

- Insightly Object
  Required
Trigger
Instant
Try It
- Insightly Object
  Required
Trigger
Instant
Try It
- Insightly Object
  Required
Action
Write
New or Updated Contact
Triggers when a Contact is created or updated.
Trigger
Scheduled
Try It
New or Updated Project
Triggers when a Project is created or updated.
Trigger
Scheduled
Try It
- Include cancelled leave records
  Required
Trigger
Scheduled
Try It
Updated Project Status
Triggers when a Project Status is updated.
Trigger
Scheduled
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
- 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
- Title
- First Name
- Last Name
  Required
- Primary Email
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

Learn how to automate Insightly on the Zapier blog

Learn how to automate Synergy on the Zapier blog

About Insightly

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

Related categories

CRM (Customer Relationship Management)

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CRM (Customer Relationship Management), Zoho

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Synergy

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

Related categories

Project Management

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