Connect ActiveTrail and Simpro
Integrate ActiveTrail with Simpro to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Simpro when Contact Updated in ActiveTrail
Create Company Customer in Simpro when Contact Updated in ActiveTrail
Create Individual Customer in Simpro when Contact Updated in ActiveTrail
Create Service Job in Simpro when Contact Updated in ActiveTrail
Find Job in Simpro when Contact Updated in ActiveTrail
Popular ActiveTrail + Simpro flows
Start from a real workflow other teams are already running.
Choose a trigger
ActiveTrail
When this happens...
Contact Updated
Contact Unsubscribed
Contact Removed From Group
Contact Added via Signup Form
Contact Added via Landing Page
Contact Added to Group
Choose an action
Simpro
Automatically do this!
Create Contact
Create Company Customer
Create Individual Customer
Create Service Job
Find Job
Find Schedule
Find Quote
Find Company Customer
Create Schedule
Find Contact
Find Individual Customer
List Contact
List Customers
List Employees
List Sites
List Jobs
List All Quotes
List all Invoices
List All Customer Payments
List All Recurring Invoices
List All Customer Groups
List All Customer Profiles
List All Labor Rates
List All Schedule Rates
List All Service Fees
Create Contact in Simpro when Contact Updated in ActiveTrail
Use this flowCreate Company Customer in Simpro when Contact Updated in ActiveTrail
Use this flowCreate Individual Customer in Simpro when Contact Updated in ActiveTrail
Use this flowCreate Service Job in Simpro when Contact Updated in ActiveTrail
Use this flowFind Job in Simpro when Contact Updated in ActiveTrail
Use this flowFind Schedule in Simpro when Contact Updated in ActiveTrail
Use this flowFind Quote in Simpro when Contact Updated in ActiveTrail
Use this flowFind Company Customer in Simpro when Contact Updated in ActiveTrail
Use this flowCreate Schedule in Simpro when Contact Updated in ActiveTrail
Use this flowFind Contact in Simpro when Contact Updated in ActiveTrail
Use this flowSupported Triggers & Actions
Everything you can automate between ActiveTrail and Simpro.
When this happensTriggers
A trigger is an event that starts a workflow.
Contact Updated
Triggers when a contact record in ActiveTrail is updated.
Contact Unsubscribed
Triggers when a contact unsubscribes from receiving further emails.
Contact Removed From Group
Triggers when a contact is removed from a group (any group).
Contact Added via Signup Form
Triggers when a contact is added via a signup form.
Contact Added via Landing Page
Triggers when a contact is added via a landing page.
Contact Added to Group
Triggers when a contact is added to a group (any group)
Do thisActions
Action is the task that follows automatically within your ActiveTrail integrations.
Delete a Group
Delete a Group by ID
Get single Automation
Get details of an Automation by ID
Get all Automations
Get a list of all Automations
Delete a Campaign
Delete a campaign by ID
Delete a contact
Delete a single contact by ID
Add Contact to Group
Add Contact to Group with the given external Id and external name
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About ActiveTrail
ActiveTrail is an email marketing and automation platform that helps businesses create and send emails, manage campaigns, and automate marketing tasks to enhance customer engagement and conversion rates.
Learn moreSimilar apps
About Simpro
Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ActiveTrail and Simpro accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between ActiveTrail and Simpro as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Simpro. No coding required.
Yes. You can set up a workflow where ActiveTrail triggers actions in Simpro, and a separate workflow where Simpro triggers actions in ActiveTrail. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between ActiveTrail and Simpro. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ActiveTrail and Simpro integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
