Connect total-synergy with 2200+ apps
Integrate total-synergy with your favorite apps
The app you are looking for is in beta, and we are awaiting verification from the app builders
before making it accessible to end users.
This process may take 15 to 30 days.
If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
Real-world use cases of total-synergy integrations
See how total-synergy integrates with popular apps to automate tasks and streamline your workflow.
Create a Gmail draft when a new project inquiry enters total-synergy.
Send a Slack alert when a project budget changes in total-synergy.
Sync approved invoices from total-synergy to QuickBooks for client billing.
Add won proposals from total-synergy to Google Sheets for revenue tracking.
Route new design leads from total-synergy to your CRM for follow-up.
Log active project milestones from total-synergy into a spreadsheet for reporting.
How to get started with total-synergy automations
Automate when something happens in total-synergy
Login -> Create new flow -> Select trigger -> Search total-synergy -> Choose the trigger from the list
Take action in total-synergy when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search total-synergy -> Choose the action from the list
Trigger
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Frequently Asked Questions
Common automations include creating projects from CRM leads, syncing timesheets and invoices, updating resource schedules, routing change orders for approval, and generating project reports. Focus on handoffs that currently require manual copying of data.
Simple automations (e.g., create project from lead) can be configured in hours. Multi-step flows that involve approvals, data validation or reporting typically take a few days to refine. viaSocket helps map the triggers and data so you avoid custom code.
Yes. viaSocket can add AI to automations—for example, extract and classify information from emails or PDFs, prioritize work requests, or suggest resource assignments—so your team spends less time triaging and more time delivering.
You can choose real-time triggers for immediate updates or scheduled syncs (hourly, nightly) for batch reporting. Frequency depends on the automation: billing often runs nightly, while handoff events benefit from real-time.
viaSocket uses encrypted connections and role-based access to move data only between the systems you authorize. For enterprise or compliance requirements we can share detailed security and data-handling information.
About total-synergy
Synergy is a project and business management software solution for Architecture, Engineering and Construction (AEC) Design Businesses.
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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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