Connect Copilot and Simpro
Integrate Copilot with Simpro to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Copilot + Simpro flows
Start from a real workflow other teams are already running.
Choose a trigger
Copilot
When this happens...
New Client
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 Client in Copilot
Use this flowCreate Company Customer in Simpro when New Client in Copilot
Use this flowCreate Individual Customer in Simpro when New Client in Copilot
Use this flowCreate Service Job in Simpro when New Client in Copilot
Use this flowFind Job in Simpro when New Client in Copilot
Use this flowFind Schedule in Simpro when New Client in Copilot
Use this flowFind Quote in Simpro when New Client in Copilot
Use this flowFind Company Customer in Simpro when New Client in Copilot
Use this flowCreate Schedule in Simpro when New Client in Copilot
Use this flowFind Contact in Simpro when New Client in Copilot
Use this flowSupported Triggers & Actions
Everything you can automate between Copilot and Simpro.
When this happensTriggers
A trigger is an event that starts a workflow.
New Client
Trigger whenever any new client is created.
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
Do thisActions
Action is the task that follows automatically within your Copilot integrations.
Create Client
Creates a new client.
Create Company
Create a new company.
Create Message Channel
Create a new message channel.
Create Link
Creates a link in a specified files channel.
Create Folder
Creates a new folder.
Create File
Creates a file in a specified files channel.
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 Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
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 Copilot 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 Copilot 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 Copilot triggers actions in Simpro, and a separate workflow where Simpro triggers actions in Copilot. 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 Copilot and Simpro. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Copilot 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.
