Connect Box and Simpro
Integrate Box with Simpro to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Box + Simpro flows
Start from a real workflow other teams are already running.
Choose a trigger
Box
When this happens...
New Event
New File
New Folder
Task Assigned to you
New Comment
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 New Event in Box
Use this flowCreate Company Customer in Simpro when New Event in Box
Use this flowCreate Individual Customer in Simpro when New Event in Box
Use this flowCreate Service Job in Simpro when New Event in Box
Use this flowFind Job in Simpro when New Event in Box
Use this flowFind Schedule in Simpro when New Event in Box
Use this flowFind Quote in Simpro when New Event in Box
Use this flowFind Company Customer in Simpro when New Event in Box
Use this flowCreate Schedule in Simpro when New Event in Box
Use this flowFind Contact in Simpro when New Event in Box
Use this flowSupported Triggers & Actions
Everything you can automate between Box and Simpro.
When this happensTriggers
A trigger is an event that starts a workflow.
New Event
Triggered when a new event is performed.
New File
Trigger when a new file add to folder.
New Folder
Triggers when you add a new folder
Task Assigned to you
Triggered when you are assigned a task
New Comment
Triggers when someone comments on a file in a folder you own/collaborate on.
New Company Customer
Triggers when a new company customer is created
Do thisActions
Action is the task that follows automatically within your Box integrations.
Create Folder
Create a new folder at the path you specify
Add Comment to file
Adds a new comment to a file
Add Task to File
Adds a task to a file
Add User as Collaborator
Add an individual user as collaborator on a folder
Move/Copy file
Moves or copies file from one folder to another
Create Contact
Creates a new contact
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 Box
Box is a cloud-based content management and file-sharing platform designed for businesses and individuals. It enables users to store, share, and collaborate on documents and files securely. Box is widely used for document management, file sharing, and team collaboration in both small businesses and large enterprises.
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 Box 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 Box 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 Box triggers actions in Simpro, and a separate workflow where Simpro triggers actions in Box. 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 Box and Simpro. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Box 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.
