Connect AgentX and Simpro to Build Intelligent Automations
Choose a Trigger
When this happens...
New conversation arrives
Get recent messages
Get recent agents
Fetch recent agent messages
Choose an Action
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
Ready to use AgentX and Simpro automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New conversation arrives
Start a workflow for each new conversation received by the selected AgentX agent.
Get recent messages
Retrieves messages from the selected conversation posted in the last few minutes.
Get recent agents
Returns agents created within the selected time window, newest first.
Fetch recent agent messages
Retrieve the agent's messages from the selected conversation that were sent recently.
New Company Customer
Triggers when a new company customer is created
Company Customer Updated
Triggers when a new customer is updated
Do thisActions
Action is the task that follows automatically within your AgentX integrations.
Start a conversation
Create a new chat with the selected agent so you can send messages and get responses.
Send message to agent
Start a conversation with the selected agent and send your initial message.
Send a message
Send a message from the chosen Agent into an existing conversation so the Agent can reply.
Create Contact
Creates a new contact
Create Company Customer
Creates a new company customer
Create Individual Customer
Creates a new individual customer
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Frequently Asked Questions
To start, connect both your AgentX and Simpro accounts to viaSocket. Once connected, you can set up a workflow where an event in AgentX triggers actions in Simpro (or vice versa).
Absolutely. You can customize how AgentX data is recorded in Simpro. This includes choosing which data fields go into which fields of Simpro, setting up custom formats, and filtering out unwanted information.
The data sync between AgentX and Simpro typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between AgentX and Simpro. 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.
About AgentX
AgentX is a versatile platform designed to streamline and enhance your workflow with powerful automation and integration capabilities.
Learn MoreAbout Simpro
Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.
Learn More
