
When this happens...
New Order
New Invoice
Order Status Changed

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
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new order is confirmed.
Triggers when a new invoice is created.
Triggers when the status is changed on a order.
Triggers when a new company customer is created
Triggers when a new customer is updated
Triggers when a new individual customer is created
Action is the task that follows automatically within your Base.com integrations.
Add an invoice to the order
Creates a new order
Add a payment to the order
Update status of a specific order
Add a tracking number to the order
Update status of a specific order

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Base.com and Simpro accounts to viaSocket. Once connected, you can set up a workflow where an event in Base.com triggers actions in Simpro (or vice versa).
Absolutely. You can customize how Base.com 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 Base.com 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 Base.com 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.
BaseLinker is a comprehensive e-commerce management platform that streamlines the process of managing online sales across multiple channels. It offers tools for order management, inventory synchronization, and integration with various marketplaces and couriers, enhancing efficiency and productivity for online retailers.
Learn MoreSimpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.
Learn More