Synergy and Salesflare
How to connect Synergy
- Via Zapier — 21 operations available. Set it up ↗
What you can automate
- When new or Updated Contact in Synergy, find or create contact in Salesflare.
- When new or Updated Project Contact in Synergy, find or create contact in Salesflare.
- When new Account in Salesflare, create Company Contact in Synergy.
About Synergy
Synergy is a project and business management software solution for Architecture, Engineering and Construction (AEC) Design Businesses.
Synergy operations on Zapier
Triggers (7)
Start a workflow when this happens
- New or Updated Approved Leave — Triggers when an approved Leave is recently created or updated.
- New or Updated Contact — Triggers when a Contact is created or updated.
- New or Updated Leave — Triggers when a Leave record is recently created or updated.
- New or Updated Project — Triggers when a Project is created or updated.
- New or Updated Project Contact — Triggers when a Project Contact is recently created or updated.
Show 2 more triggers
- New or Updated Staff — Triggers when a Staff is created or updated.
- Updated Project Status — Triggers when a Project Status is updated.
Actions (11)
Things Salesflare can make it do
- Create Company Contact — Creates a Company Contact.
- Create Leave Record — Creates Leave record.
- Create Personnel Contact — Creates a Personnel Contact.
- Create Project — Creates a Project.
- Create Staff — Creates a new staff member.
Show 6 more actions
- Set Staff Termination Date — Set Staff Termination Date.
- Update Company Contact — Update contact information for a Company.
- Update Personnel Contact — Update contact information for Personnel.
- Update Project — Update a Project.
- Update Project Status — Update Project Status.
- Update a Leave Record — Update a Leave Record.
Searches (3)
Look up existing records
- Find Contact — Find a Synergy Contact by name, by email or by Synergy UniqueId.
- Find Project — Find a Synergy Project by Name, by Project Number or by Synergy Project Id.
- Find Project Template — Leave blank to use your default template or find a Project Template by name.
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