Synergy and RowShare

Easily integrate Synergy and RowShare without any code.

Synergy

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

RowShare

Automate data collection with customizable tables and forms. Ensure each team member sees only what they need.

Check out our other integrations

How the Integration Works

RowShare integrates with Synergy through Zapier, and possibly also Power Automate and Workato. These platforms operate on the concept of Triggers (when this happens) and Actions (do that).

When this happens in RowShare

Automatically do that in Synergy

Or the other way round:

When this happens in Synergy

Automatically do that in RowShare

Synergy Triggers and Actions

Below is a list of triggers and actions available on Synergy via Zapier at the time of publication. Keep in mind that additional options may now be available on Zapier, Power Automate, or Workato to further streamline your workflows.

Triggers

New or Updated Project Contact

Triggers when a Project Contact is recently created or updated.

New or Updated Staff

Triggers when a Staff is created or updated.

New or Updated Approved Leave

Triggers when an approved Leave is recently created or updated.

Updated Project Status

Triggers when a Project Status is updated.

New or Updated Leave

Triggers when a Leave record is recently created or updated.

and 2 more triggers

Synergy doesn't offer (yet) any Trigger on Zapier.

Actions

Find Project

Find a Synergy Project by Name, by Project Number or by Synergy Project Id.

Update Project Status

Update Project Status.

Set Staff Termination Date

Set Staff Termination Date.

Create Company Contact

Creates a Company Contact.

Find Project Template

Leave blank to use your default template or find a Project Template by name.

and 3 more actions

Synergy doesn't offer (yet) any Action on Zapier.

RowShare Triggers and Actions

Below is a list of triggers and actions available on RowShare via Zapier, Power Automate and Workato.

Triggers

New or Updated Row

Triggers when a row is created or updated in a specific table.

Column Changed

Triggers when a value has changed in a specific column.

New Row

Triggers when a new row is created in a specific table.

Row Status Changed

Triggers when the status of a row changes in a specific table. Row statuses : Active, Deleted, Archived, Locked

Actions

Assign Row

Assigns a row to a new owner.

Edit Row

Modifies an existing row.

Find Row

Finds a row based on an exact match for a given column.

Create Row

Creates a new row in the table.

Find Row by ID

Loads a row based on its ID.

Link Rows [Advanced]

Links a row to a parent row in another table. This is an advanced action: to be used with caution.