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Synergy Integrations

Project Management

Put Synergy to work with AI and enterprise-grade automation

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Or pick an app to pair with
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Integrate HubSpot with SynergyIntegrate HubSpot with Synergy
HubSpot
Marketing Automation
Integrate PandaDoc with SynergyIntegrate PandaDoc with Synergy
PandaDoc
Documents
Integrate Quotient with SynergyIntegrate Quotient with Synergy
Quotient
Proposal & Invoice Management
Integrate Mailchimp with SynergyIntegrate Mailchimp with Synergy
Mailchimp
Marketing Automation
Integrate Microsoft Excel with SynergyIntegrate Microsoft Excel with Synergy
Microsoft Excel
Microsoft, Spreadsheets
Integrate monday.com with SynergyIntegrate monday.com with Synergy
monday.com
Project Management
Integrate Employment Hero Payroll Software with SynergyIntegrate Employment Hero Payroll Software with Synergy
Employment Hero Payroll Software
Human Resources
Integrate ClickUp with SynergyIntegrate ClickUp with Synergy
ClickUp
Project Management
Integrate Dropbox with SynergyIntegrate Dropbox with Synergy
Dropbox
File Management & Storage
Integrate HubSpot with SynergyIntegrate HubSpot with Synergy
HubSpot
Marketing Automation
Integrate PandaDoc with SynergyIntegrate PandaDoc with Synergy
PandaDoc
Documents
Integrate Quotient with SynergyIntegrate Quotient with Synergy
Quotient
Proposal & Invoice Management
Integrate Mailchimp with SynergyIntegrate Mailchimp with Synergy
Mailchimp
Marketing Automation
Integrate Microsoft Excel with SynergyIntegrate Microsoft Excel with Synergy
Microsoft Excel
Microsoft, Spreadsheets
Integrate monday.com with SynergyIntegrate monday.com with Synergy
monday.com
Project Management
Integrate HubSpot with SynergyIntegrate HubSpot with Synergy
HubSpot
Marketing Automation
Integrate PandaDoc with SynergyIntegrate PandaDoc with Synergy
PandaDoc
Documents
Integrate Quotient with SynergyIntegrate Quotient with Synergy
Quotient
Proposal & Invoice Management
Integrate Mailchimp with SynergyIntegrate Mailchimp with Synergy
Mailchimp
Marketing Automation
Integrate Microsoft Excel with SynergyIntegrate Microsoft Excel with Synergy
Microsoft Excel
Microsoft, Spreadsheets
Integrate monday.com with SynergyIntegrate monday.com with Synergy
monday.com
Project Management
Integrate Employment Hero Payroll Software with SynergyIntegrate Employment Hero Payroll Software with Synergy
Employment Hero Payroll Software
Human Resources
Integrate ClickUp with SynergyIntegrate ClickUp with Synergy
ClickUp
Project Management
Integrate Dropbox with SynergyIntegrate Dropbox with Synergy
Dropbox
File Management & Storage

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Launch your first automated workflow

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

    • Synergy logo
    • Google Sheets logo
    Synergy + Google Sheets
  • Update Mailchimp subscribers with new or updated Synergy project contacts

    • Synergy logo
    • Mailchimp logo
    Synergy + Mailchimp
  • Add or update Mailchimp subscribers when new or updated staff are registered in Synergy

    • Synergy logo
    • Mailchimp logo
    Synergy + Mailchimp
  • Create spreadsheet rows in Google Sheets for new or updated staff in Synergy

    • Synergy logo
    • Google Sheets logo
    Synergy + Google Sheets
  • Update Mailchimp subscribers with new or updated Synergy project contacts

    • Synergy logo
    • Mailchimp logo
    Synergy + Mailchimp
  • Add or update Mailchimp subscribers when new or updated staff are registered in Synergy

    • Synergy logo
    • Mailchimp logo
    Synergy + Mailchimp
    • 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.

      • Synergy triggers, actions, and search
        New or Updated Contact

        Triggers when a Contact is created or updated.

        Trigger
        Polling
        Try It
        • Include cancelled leave records
          Required
        Trigger
        Polling
        Try It
      • Synergy triggers, actions, and search
        New or Updated Approved Leave

        Triggers when an approved Leave is recently created or updated.

        Trigger
        Polling
        Try It
      • Synergy triggers, actions, and search
        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

      For builders

      Let your AI safely access Synergy

      Go beyond Zap workflows. Install Zapier in your AI to call Synergy actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

      No code

      Call actions in natural language with Zapier MCP

      Act in Synergy from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

      Example actions on this page

      • Create Company Contact
      • Update Company Contact

      Works with

      Claude · ChatGPT · Cursor · Any MCP-compatible AI

      Install Zapier MCP
      Code

      Work in code with the Zapier SDK

      Expose Synergy actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

      Install

      npm install @zapier/zapier-sdk
      npm install -D @zapier/zapier-sdk-cli
      zapier-sdk login
      # create a Synergy connection @ https://zapier.com/de/app/assets/connections

      Run an action

      // Typescript
      import { createZapierSdk } from "@zapier/zapier-sdk";
      
      const zapier = createZapierSdk();
      
      const { data: connection } = await zapier.findFirstConnection({ app: "total-synergy", owner: "me" });
      
      await zapier.runAction({
        app: 'total-synergy',
        action: 'companyCreate',
        connection: connection.id,
        input: {
          {inputKeyValuePairs}
        },
      });
      Open the SDK docs

      Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

      Synergy Help & Support

      Common questions

      total-synergy logo
      About Synergy
      Synergy is a project and business management software solution for Architecture, Engineering and Construction (AEC) Design Businesses.
      Related categories

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