Integrate Synergy with Retently

Trigger NPS/CSAT surveys when a project status changes to gather feedback on project management experiences, sync contact updates to ensure accurate customer data in Retently, and use survey responses to improve project management processes.

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About Synergy

Synergy is a platform that facilitates project and contact management, enabling users to create and update contacts, projects, and leave records. It also tracks changes in contacts and project statuses.

Synergy logoRetently

Synergy to Retently

1

New or Updated Contact

Triggers when a Contact is created or updated.
2

New or Updated Project

Triggers when a Project is created or updated.
3

New or Updated Leave

Triggers when a Leave record is recently created or updated.
4

Updated Project Status

Triggers when a Project Status is updated.
5

New or Updated Approved Leave

Triggers when an approved Leave is recently created or updated.
6

New or Updated Staff

Triggers when a Staff is created or updated.
7

New or Updated Project Contact

Triggers when a Project Contact is recently created or updated.
RetentlySynergy logo

Retently to Synergy

1

Update Company Contact

Updates contact information for a Company.
2

Create Personnel Contact

Creates a Personnel Contact.
3

Create Project

Creates a Project.
4

Create Staff

Creates a new staff member.
5

Update a Leave Record

Updates a Leave Record.
6

Find Contact

Finds a Synergy Contact by name, by email or by Synergy UniqueId.
7

Find Project Template

Finds a Project Template by name.
8

Create Company Contact

Creates a Company Contact.
9

Create Leave Record

Creates a Leave record.
10

Update Personnel Contact

Updates contact information for Personnel.
11

Update Project

Updates a Project.
12

Set Staff Termination Date

Sets the Staff Termination Date.
13

Update Project Status

Updates Project Status.
14

Find Project

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

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