Connect Apptivo CRM and Simpro
Integrate Apptivo CRM with Simpro to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Leads from Apptivo CRM when Lead Deleted from Simpro
List Customers from Apptivo CRM when Job Attachment Deleted in Simpro
List Cases from Apptivo CRM when Recurring Invoice Updated in Simpro
List Contacts from Apptivo CRM when Lead Updated in SimPRO
Create Contact in Apptivo when Quote Status Change in Simpro
Popular Apptivo CRM + Simpro flows
Start from a real workflow other teams are already running.
Choose a trigger
Apptivo CRM
When this happens...
- Request a new Trigger for Apptivo CRM
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
List Leads from Apptivo CRM when Lead Deleted from Simpro
Use this flowList Customers from Apptivo CRM when Job Attachment Deleted in Simpro
Use this flowList Cases from Apptivo CRM when Recurring Invoice Updated in Simpro
Use this flowList Contacts from Apptivo CRM when Lead Updated in SimPRO
Use this flowCreate Contact in Apptivo when Quote Status Change in Simpro
Use this flowList Customers from Apptivo CRM when Job Attachment Updated in Simpro
Use this flowList Customers from Apptivo CRM when Employee Updated in Simpro
Use this flowList Customers from Apptivo CRM when New Lead in Simpro
Use this flowList Leads from Apptivo CRM when New Job Attachment in Simpro
Use this flowSearch Leads by Email ID in Apptivo CRM when Job Attachment Updated in Simpro
Use this flowSupported Triggers & Actions
Everything you can automate between Apptivo CRM and Simpro.
When this happensTriggers
A trigger is an event that starts a workflow.
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
New Job
Triggers when a new job is created
Job Updated
Triggers when a job is updated
Do thisActions
Action is the task that follows automatically within your Apptivo CRM integrations.
List Opportunities
Fetches configuration data for opportunities from the Apptivo API
List Cases
Fetches configuration data for cases from the Apptivo API
List Leads
Fetches configuration data for leads from the Apptivo API
List Customers
Fetches configuration data for customers from the Apptivo API
List Contacts
Return all the contacts configuration data with JSON format
Search Leads by Email ID
This method used to get the number of leads in Apptivo based on the email address.
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 Apptivo CRM
Apptivo CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses manage their customer interactions, sales processes, and marketing efforts. It offers a suite of tools to help businesses track leads, manage contacts, automate workflows, and gain insights through analytics, all in one integrated platform.
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 Apptivo CRM 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 Apptivo CRM 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 Apptivo CRM triggers actions in Simpro, and a separate workflow where Simpro triggers actions in Apptivo CRM. 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 Apptivo CRM and Simpro. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Apptivo CRM 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.
