Connect Airtable and Simpro to Build Intelligent Automations
Choose a Trigger
When this happens...
Record Created or Updated
New Records Created
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 Airtable and Simpro automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Record Created or Updated
Runs when a record is created or updated in your table.
New Records Created
Runs when new records are added to the chosen Airtable base and table within the last N minutes.
New Company Customer
Triggers when a new company customer is created
Company Customer Updated
Triggers when a new customer is updated
New Individual Customer
Triggers when a new individual customer is created
Individual Customer Updated
Triggers when a new individual customer is updated
Do thisActions
Action is the task that follows automatically within your Airtable integrations.
List All Records
Retrieves all records from the selected Airtable base and table.
Delete Record
Removes a specific record from the selected Airtable base and table.
Update Record
Update the fields of an existing record in the chosen base and table. If no matching record is found, create one when enabled.
List a record by Record ID
list a record by Record ID
Find Or Create Record
Searches a table for a matching record and adds one if none is found.
Create Record
Create a new row in the selected table using the field values you provide. Returns the new record’s ID, creation time, and the saved field values.
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Step by step guides to integrate Airtable and Simpro
Frequently Asked Questions
To start, connect both your Airtable and Simpro accounts to viaSocket. Once connected, you can set up a workflow where an event in Airtable triggers actions in Simpro (or vice versa).
Absolutely. You can customize how Airtable 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 Airtable 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 Airtable 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 Airtable
Airtable is a cloud-based platform for creating and sharing relational databases. The user-friendly interface allows anyone to spin up a database in minutes.
Learn MoreAbout Simpro
Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.
Learn More
