Connect Huddo Boards and Simpro
Integrate Huddo Boards with Simpro to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Incomplete Task in Huddo Boards when New Company Customer in Simpro
Complete Task in Huddo Boards when New Company Customer in Simpro
Find Cards in Huddo Boards when New Company Customer in Simpro
Create Board on Huddo Boards when New Company Customer in Simpro
Search Board Members in Huddo Boards when New Company Customer in Simpro
Popular Huddo Boards + Simpro flows
Start from a real workflow other teams are already running.
Choose a trigger
Huddo Boards
When this happens...
- Request a new Trigger for Huddo Boards
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
Incomplete Task in Huddo Boards when New Company Customer in Simpro
Use this flowComplete Task in Huddo Boards when New Company Customer in Simpro
Use this flowFind Cards in Huddo Boards when New Company Customer in Simpro
Use this flowCreate Board on Huddo Boards when New Company Customer in Simpro
Use this flowSearch Board Members in Huddo Boards when New Company Customer in Simpro
Use this flowCreate Card on Huddo Boards when New Company Customer in Simpro
Use this flowFind Board in Huddo Boards when New Company Customer in Simpro
Use this flowIncomplete Task in Huddo Boards when Company Customer Updated in Simpro
Use this flowComplete Task in Huddo Boards when Company Customer Updated in Simpro
Use this flowFind Cards in Huddo Boards when Company Customer Updated in Simpro
Use this flowSupported Triggers & Actions
Everything you can automate between Huddo Boards 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 Huddo Boards integrations.
Incomplete Task
Marks a task as incomplete on the board
Complete Task
Marks a task as completed on the board
Find Cards
Searches for a card within a specific board using the card's name and description in array format
Create Board
Creates a new board in Huddo Boards
Search Board Members
Searches for and finds all members associated with a specific board
Create Card
Creates a new card on a board
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 Huddo Boards
Huddo Boards is a collaborative platform designed to enhance team productivity and project management. It offers a visual interface for organizing tasks, tracking progress, and facilitating communication among team members, making it an ideal tool for businesses and organizations looking to streamline their workflow and improve collaboration.
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 Huddo Boards 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 Huddo Boards 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 Huddo Boards triggers actions in Simpro, and a separate workflow where Simpro triggers actions in Huddo Boards. 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 Huddo Boards and Simpro. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Huddo Boards 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.
