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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Lead" from Cohere.

Add your action

An action happens after the trigger—such as "Create Company Contact" in Synergy.

You’re connected!

Zapier seamlessly connects Cohere and Synergy, automating your workflow.

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 Lead
Trigger when a new lead generated
Trigger
Polling
Try It
New Booking
Triggers when a new booking adds.
Trigger
Polling
Try It
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
- Contact Id
- Synergy Leave Detail
  Required
- Start date of leave (YYYY-MM-DD)
  Required
- End date of leave (YYYY-MM-DD)
  Required
- Comment
Action
Write

- Synergy Contact Id
  Required
- Title
- First Name
- Last Name
  Required
- Primary Email
- Job Type
- Website
- Phone
- Street Line 1
- Street Line 2
- Suburb/Town
- Post code
- State
- Country
Action
Write
- Project Id
- Name
  Required
- 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
- Project Status Type
  Required
- Project Status Name
Action
Write
- Search by
  Required
Action
Search

New Purchase
Triggers when a new purchase happens.
Trigger
Polling
Try It
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
- 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
- Title
- First Name
- Last Name
  Required
- Primary Email
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

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Cohere 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.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Cohere to Synergy integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Cohere

Cohere is an all-in-one platform for Coaches, Consultants, and Creators providing them one place to sell, deliver, and scale services.

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Related categories

Productivity

About Synergy

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