Connect Privyr and total-synergy to Build Intelligent Automations

Choose a Trigger

Privyr

When this happens...

Choose an Action

total-synergy

Automatically do this!

Enable Integrations or automations with these events of Privyr and total-synergy

Enable Integrations or automations with these events of Privyr and total-synergy

Actions

Create Client

Create Client

Creates a new client

Request a new Action for Privyr

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Frequently Asked Questions

How do I start an integration between Privyr and total-synergy?

To start, connect both your Privyr and total-synergy accounts to viaSocket. Once connected, you can set up a workflow where an event in Privyr triggers actions in total-synergy (or vice versa).

Can we customize how data from Privyr is recorded in total-synergy?

Absolutely. You can customize how Privyr data is recorded in total-synergy. This includes choosing which data fields go into which fields of total-synergy, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Privyr and total-synergy?

The data sync between Privyr and total-synergy typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Privyr to total-synergy?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Privyr and total-synergy?

Yes, you can set conditional logic to control the flow of data between Privyr and total-synergy. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Privyr

About Privyr

Privyr is a mobile CRM built for sales professionals who run their businesses from their phone. It works with WhatsApp, iMessage, SMS, email, and other popular chat apps.

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total-synergy

About total-synergy

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

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