
When this happens...
New Contact
Contact Updated
Contact Deleted
Contact Tagged
Contact Untagged
New Campaign
Campaign Updated
Campaign Cancelled

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
When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when a new contact is added.
Triggers when a contact is updated.
Triggers when a contact is deleted.
Triggers when a contact is tagged.
Triggers when a contact is untagged.
Triggers when a campaign is created.
Action is the task that follows automatically within your Cakemail integrations.
Add a new contact in Cakemail
Update a perticular contact
Get the account details.
Shows all the Lists.
Get the DNS entries for the Tracking and the Bounce domains.
Show all email activity logs.

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To start, connect both your Cakemail and Simpro accounts to viaSocket. Once connected, you can set up a workflow where an event in Cakemail triggers actions in Simpro (or vice versa).
Absolutely. You can customize how Cakemail 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 Cakemail 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 Cakemail 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.
Cake Mail provides an email marketing solution that helps businesses send promotional emails, automate tasks, and improve engagement with email campaigns.
Learn MoreSimpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.
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