Create integrations between Synergy and Synergy to automate any workflow

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WHEN THIS HAPPENS

New or Updated Staff

AUTOMATICALLY DO THIS

Update a Leave Record

Endless possibilities

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

Create your first workflow

Quickly automate workflows with Synergy and Synergy using Zapier's templates.

Our most popular template

Create spreadsheet rows in Google Sheets for new or updated staff in Synergy
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Create new Synergy staff when new employees start in BambooHR
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Manage new or updated approved leaves in Synergy by creating spreadsheet rows in Google Sheets
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Create spreadsheet rows in Google Sheets for new or updated leaves in Synergy
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Create rows in Google Sheets for new or updated contacts in Synergy
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Create spreadsheet rows in Google Sheets for every updated project status in Synergy
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Create spreadsheet rows in Google Sheets for new or updated staff in Synergy

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Create new Synergy staff when new employees start in BambooHR

Premium

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Manage new or updated approved leaves in Synergy by creating spreadsheet rows in Google Sheets

Details

Try it

Create spreadsheet rows in Google Sheets for new or updated leaves in Synergy

Details

Try it

Create rows in Google Sheets for new or updated contacts in Synergy

Details

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Create spreadsheet rows in Google Sheets for every updated project status in Synergy

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Add new or updated Synergy projects to Ganttic instantly
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Add new or updated Synergy projects to Ganttic instantly

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How Zapier works

Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.

A trigger is where automation begins

A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.

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

Now it's time for action

An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.

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

And that's it! You've just created a Zap.

A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.

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

Connect Synergy 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.

Connect your tools and unlock the power of automation

With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

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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.

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 recordsRequired
Trigger
Scheduled
Try It
Updated Project Status
Triggers when a Project Status is updated.
Trigger
Scheduled
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

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
- 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

About Synergy

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

Related categories

Project Management

About Synergy

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

Related categories

Project Management

PRODUCTS

CAPABILITIES

By team

Create your first workflow

Create spreadsheet rows in Google Sheets for new or updated staff in Synergy

Create new Synergy staff when new employees start in BambooHR

Manage new or updated approved leaves in Synergy by creating spreadsheet rows in Google Sheets

Create spreadsheet rows in Google Sheets for new or updated leaves in Synergy

Create rows in Google Sheets for new or updated contacts in Synergy

Create spreadsheet rows in Google Sheets for every updated project status in Synergy

Create spreadsheet rows in Google Sheets for new or updated staff in Synergy

Create new Synergy staff when new employees start in BambooHR

Manage new or updated approved leaves in Synergy by creating spreadsheet rows in Google Sheets

Create spreadsheet rows in Google Sheets for new or updated leaves in Synergy

Create rows in Google Sheets for new or updated contacts in Synergy

Create spreadsheet rows in Google Sheets for every updated project status in Synergy

Add new or updated Synergy projects to Ganttic instantly

Add new or updated Synergy projects to Ganttic instantly

How Zapier works

A trigger is where automation begins

Now it's time for action

And that's it! You've just created a Zap.

Connect Synergy and Synergy to integrate crucial parts of your business

Automate your lead management and improve conversions

Connect your tools and unlock the power of automation

Supported triggers and actions

New or Updated Contact

New or Updated Project

New or Updated Leave

Include cancelled leave recordsRequired

Updated Project Status

Update Company Contact

Synergy Contact IdRequired

NameRequired

ABN

ACN

Website

Primary Email

Create Personnel Contact

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

Create Project

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

Create Staff

Salutation

First nameRequired

Last nameRequired

EmailRequired

Update a Leave Record

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

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