Connect Grist and Simpro to Build Intelligent Automations
Choose a Trigger
When this happens...
New Record
Updated Record
New Team Created
New or Updated Record
Choose an Action
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
Ready to use Grist and Simpro automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Record
Triggers when a new Record is created.
Updated Record
Triggers when a Record is updated.
New Team Created
Trigger When A new Team Create
New or Updated Record
Triggers when a Record is updated, or a new Record is added.
New Company Customer
Triggers when a new company customer is created
Company Customer Updated
Triggers when a new customer is updated
Do thisActions
Action is the task that follows automatically within your Grist integrations.
Create Record
Create a New Record in a Table
Update Record
Update an Existing Record in a Grist Table
Delete Record/s
Delete existing records from a table
Create Table
Create a New Table
List Team's
Get All Team's in grist
Update an Team
Update Your Team in Grist.
Know More About Grist and Simpro Integrations
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Frequently Asked Questions
To start, connect both your Grist and Simpro accounts to viaSocket. Once connected, you can set up a workflow where an event in Grist triggers actions in Simpro (or vice versa).
Absolutely. You can customize how Grist 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 Grist 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 Grist 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.
About Grist
Grist is a modern spreadsheet and database hybrid that empowers users to organize and analyze their data with ease. It offers a flexible platform for creating custom applications, allowing users to manage their data in a way that suits their specific needs. With Grist, you can collaborate with your team, automate workflows, and gain insights from your data, all within a user-friendly interface.
Learn MoreAbout Simpro
Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.
Learn More
