Synergy Integrations

Name: Zapier
Availability: InStock

Put Synergy to work with AI and enterprise-grade automation

Automate smarter with Synergy and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

Start free with email

Continue with Google

Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

ActiveCampaign

Marketing Automation

HubSpot

Marketing Automation

PandaDoc

Documents

Quotient

Proposal & Invoice Management

Microsoft Outlook

Calendar, Email, Microsoft

Mailchimp

Marketing Automation

Microsoft Excel

Microsoft, Spreadsheets

Google Drive

File Management & Storage, Google

monday.com

Project Management

ActiveCampaign

Marketing Automation

HubSpot

Marketing Automation

PandaDoc

Documents

Quotient

Proposal & Invoice Management

Microsoft Outlook

Calendar, Email, Microsoft

Mailchimp

Marketing Automation

ActiveCampaign

Marketing Automation

HubSpot

Marketing Automation

PandaDoc

Documents

Quotient

Proposal & Invoice Management

Microsoft Outlook

Calendar, Email, Microsoft

Mailchimp

Marketing Automation

Microsoft Excel

Microsoft, Spreadsheets

Google Drive

File Management & Storage, Google

monday.com

Project Management

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

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

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

Details

Try it

Synergy + Google Sheets

Create new Synergy staff when new employees start in BambooHR

Details

Try it

BambooHR + Synergy

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

Details

Try it

Synergy + Google Sheets

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

Details

Try it

Synergy + Google Sheets

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

Details

Try it

Synergy + Google Sheets

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

Details

Try it

Synergy + Google Sheets

Add new or updated Synergy projects to Ganttic instantly

Details

Try it

Synergy + Ganttic

Update Mailchimp subscribers with new or updated Synergy project contacts

Details

Try it

Synergy + Mailchimp

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

Details

Try it

Synergy + Mailchimp

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

Details

Try it

Synergy + Airtable

Add new or updated Synergy projects to Ganttic instantly
Details
Try it
Synergy + Ganttic
Update Mailchimp subscribers with new or updated Synergy project contacts
Details
Try it
Synergy + Mailchimp
Add or update Mailchimp subscribers when new or updated staff are registered in Synergy
Details
Try it
Synergy + Mailchimp
Manage new or updated Synergy projects by creating or updating records in Airtable
Details
Try it
Synergy + Airtable

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
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

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

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/es/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

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Synergy

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

HelpHelp

Related categories

Project Management

Synergy Integrations

Put Synergy to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated 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

Update Mailchimp subscribers with new or updated Synergy project contacts

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

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

Add new or updated Synergy projects to Ganttic instantly

Update Mailchimp subscribers with new or updated Synergy project contacts

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

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

Supported triggers and actions

Let your AI safely access Synergy

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

Synergy Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Synergy Integrations

Popular Synergy Integrations

Synergy Integrations

Put Synergy to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

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

Update Mailchimp subscribers with new or updated Synergy project contacts

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

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

Add new or updated Synergy projects to Ganttic instantly

Update Mailchimp subscribers with new or updated Synergy project contacts

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

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

Let your AI safely access Synergy

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

Synergy Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Synergy Integrations

Popular Synergy Integrations

Connect Your App Accounts to Zapier