Connect Copper and Simpro
Integrate Copper with Simpro to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Copper + Simpro flows
Start from a real workflow other teams are already running.
Choose a trigger
Copper
When this happens...
New Company
New Person
New Opportunity
New Lead
New Project
New Task
Updated Company
Updated Person
Updated Opportunity
Updated Lead
Updated Project
Updated Task
Task Deleted
Person Deleted
Company Deleted
Opportunity Deleted
Project Deleted
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 Company in Copper
Use this flowCreate Company Customer in Simpro when New Company in Copper
Use this flowCreate Individual Customer in Simpro when New Company in Copper
Use this flowCreate Service Job in Simpro when New Company in Copper
Use this flowFind Job in Simpro when New Company in Copper
Use this flowFind Schedule in Simpro when New Company in Copper
Use this flowFind Quote in Simpro when New Company in Copper
Use this flowFind Company Customer in Simpro when New Company in Copper
Use this flowCreate Schedule in Simpro when New Company in Copper
Use this flowFind Contact in Simpro when New Company in Copper
Use this flowSupported Triggers & Actions
Everything you can automate between Copper and Simpro.
When this happensTriggers
A trigger is an event that starts a workflow.
New Company
Triggers when a new Company is created in Copper.
New Person
Triggers when a new Person is created in Copper.
New Opportunity
Triggers when a new Opportunity is created in Copper.
New Lead
Triggers when a new Lead is created in Copper.
New Project
Triggers when a new project is created in Copper.
New Task
Triggers when a new task is created in Copper.
Do thisActions
Action is the task that follows automatically within your Copper integrations.
Create Project
Creates a new project
Create Person
Creates a new person
Update Person
Updates an existing person
Create Company
Creates a new company
Search Company
Searches an existing company in copper
Search for a Project
Searches an existing project in copper
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 Copper
Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
Learn more
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 Copper 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 Copper 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 Copper triggers actions in Simpro, and a separate workflow where Simpro triggers actions in Copper. 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 Copper and Simpro. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Copper 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.
