Connect Gist and Simpro
Integrate Gist with Simpro to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
test when New Company Customer in Simpro
Add Tag to an Existing Contact in Gist when New Company Customer in Simpro
Remove Tag From Existing Contact in Gist when New Company Customer in Simpro
Subscribe to Campaign in Gist when New Company Customer in Simpro
Unsubscribe From a Campaign in Gist when New Company Customer in Simpro
Popular Gist + Simpro flows
Start from a real workflow other teams are already running.
Choose a trigger
Gist
When this happens...
- Request a new Trigger for Gist
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 Staff Members
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
List All Project Tags
List All Companies
test when New Company Customer in Simpro
Use this flowAdd Tag to an Existing Contact in Gist when New Company Customer in Simpro
Use this flowRemove Tag From Existing Contact in Gist when New Company Customer in Simpro
Use this flowSubscribe to Campaign in Gist when New Company Customer in Simpro
Use this flowUnsubscribe From a Campaign in Gist when New Company Customer in Simpro
Use this flowFind a Contact in Gist when New Company Customer in Simpro
Use this flowtest when Company Customer Updated in Simpro
Use this flowAdd Tag to an Existing Contact in Gist when Company Customer Updated in Simpro
Use this flowRemove Tag From Existing Contact in Gist when Company Customer Updated in Simpro
Use this flowSubscribe to Campaign in Gist when Company Customer Updated in Simpro
Use this flowSupported Triggers & Actions
Everything you can automate between Gist and Simpro.
When this happensTriggers
A trigger is an event that starts a workflow.
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
Job Updated
Triggers when a job is updated
Do thisActions
Action is the task that follows automatically within your Gist integrations.
test
Creates a new Contact or updates an existing one.
Add Tag to an Existing Contact
Apply fix for empty contacts runtime crash in perform code.
Remove Tag From Existing Contact
Removes a tag from an existing contact.
Subscribe to Campaign
Subscribe a contact to a specific campaign.
Unsubscribe From a Campaign
Runs the workflow automatically whenever any contact is unsubscribed from the specified campaign.
Find a Contact
Find an Existing 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 Gist
Gist is a comprehensive customer engagement platform that helps businesses manage customer interactions, automate marketing, and provide exceptional support. With Gist, you can streamline your communication channels, track customer behavior, and enhance your overall customer experience.
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 Gist 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 Gist 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 Gist triggers actions in Simpro, and a separate workflow where Simpro triggers actions in Gist. 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 Gist and Simpro. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Gist 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.
