Workable & Synergy

Say goodbye to hiring silos and hello to a seamless journey, where top talent fuels project success.

The Workable integration with Synergy via Zapier empowers users to establish triggers and actions, facilitating a smooth exchange of recruitment data. Connect effortlessly, ensuring a seamless experience for both HR and project teams.
Workable is a beautifully simple tool that helps you advertise jobs, screen candidates and accelerate your company’s hiring process.

Key Benefits

Connecting Workable and Synergy provides major advantages:

 

  • Automatic candidate and project team data sync: Maintain consistent information, saving time and reducing errors
  • Trigger Synergy actions based on Workable milestones: Automate project creation, task assignment, and access provisioning based on hiring progress
  • Gain insights into team performance: Track project progress, resource allocation, and team efficiency across both platforms
  • Improve team communication: Facilitate seamless collaboration between recruiters, project managers, and team members within Workable and Synergy
  • Suggested Zaps: New or Updated Staff, New or Updated Leave or Approved Leave

 

Integrating Workable and Synergy takes just minutes while providing long-term productivity and performance gains. Streamline workflows and unlock growth with the power of Zapier integration.

Supported actions and triggers

Set Staff Termination Date

Create Staff

New or Updated Staff

Synergy business and project management logo.

Zapier lets you connect Synergy with thousands of tools your team uses — no code required.

How it works

    1. Click on the Make a Zap button.
    2. Follow the prompts to sign up for a Zapier account, or sign in if you already have one.
    3. Connect Synergy and a complementary app to Zapier.
    4. Follow the steps to set up the Zapier automation, known as a Zap.
    5. Test out your new Zap.
    6. Data passes securely to Synergy via the PremiumAPI.
    7. You’re all set! The automation runs in the background, giving you time back in your day.

Zapier uses the Premium API add-on from Synergy to allow up to 60,000 calls per day, of which 20,000 can be used for Transaction endpoints.

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Why Total Synergy?

Simplify Product Delivery

Free Your Team to Focus On What They Do Best: Delivering Great Projects

Reduce Project Risk

Reduce Project Risk with Real-Time Financial Insights.

Win the Right Projects

Win Projects That Drive Profit and Avoid the Ones That Don’t.

Receive 24/7 Support

Expert A&E-Focused Support Whenever You Need It.
Solutions

Produce Budgets & Quotes

Make budgeting and quoting easier, more accurate, and less stressful.

Manage Projects

Stay organized, on time, and on budget with tools that drive project profitability and efficiency.

Track Time

Track time effortlessly, stay on budget, and improve billing accuracy at every project phase.

Allocate Resources

Easily see who’s working on what, their availability, and how to best balance workloads.

Process Invoices

Get invoices out faster, reduce delays, and keep cash flowing with clear project finances.

Track Finances

Make budgeting and quoting easier, more accurate, and less stressful.

Decide with Data

Make smarter decisions with real-time dashboards and reports.

Forecast Revenue

Gain crystal-clear visibility into your future revenue, project profitability, and resource needs.

Apply Document Control

Centralize your project information for seamless collaboration, better control, and fewer headaches.

Use Cases

By Practice

Architecture

Deliver Your Best Designs with Project Management Built for Architects

Engineering

Manage Engineering Projects with Precision and Clarity

By Role

Business Owner

Run a Smarter Practice with Less Stress

Finance Leader

Take Charge of Your Firm’s Financial Future with Confidence

Project Manager

Lead Projects Without the Stress

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Simplify Your Operations for Unmatched Efficiency

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