Connect Instantly and Simpro
Integrate Instantly with Simpro to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Simpro when New Lead in Campaign in Instantly.ai
Create Company Customer in Simpro when New Lead in Campaign in Instantly.ai
Create Individual Customer in Simpro when New Lead in Campaign in Instantly.ai
Create Service Job in Simpro when New Lead in Campaign in Instantly.ai
Find Job in Simpro when New Lead in Campaign in Instantly.ai
Popular Instantly + Simpro flows
Start from a real workflow other teams are already running.
Choose a trigger
Instantly
When this happens...
New Lead in Campaign
New Email Received
New Email Sent
Lead Unsubscribed
Campaign Completed
Lead Marked as not interested
Lead Marked as interested
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 Lead in Campaign in Instantly.ai
Use this flowCreate Company Customer in Simpro when New Lead in Campaign in Instantly.ai
Use this flowCreate Individual Customer in Simpro when New Lead in Campaign in Instantly.ai
Use this flowCreate Service Job in Simpro when New Lead in Campaign in Instantly.ai
Use this flowFind Job in Simpro when New Lead in Campaign in Instantly.ai
Use this flowFind Schedule in Simpro when New Lead in Campaign in Instantly.ai
Use this flowFind Quote in Simpro when New Lead in Campaign in Instantly.ai
Use this flowFind Company Customer in Simpro when New Lead in Campaign in Instantly.ai
Use this flowCreate Schedule in Simpro when New Lead in Campaign in Instantly.ai
Use this flowFind Contact in Simpro when New Lead in Campaign in Instantly.ai
Use this flowSupported Triggers & Actions
Everything you can automate between Instantly and Simpro.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead in Campaign
Triggered when a new lead is created in a specific campaign.
New Email Received
Triggered when a new email is received in a specific campaign.
New Email Sent
Triggered when a new email is sent.
Lead Unsubscribed
Triggered when a specific lead is unsubscribed.
Campaign Completed
Triggered when a specific campaign is completed.
Lead Marked as not interested
Triggered when a Lead is marked as not interested.
Do thisActions
Action is the task that follows automatically within your Instantly integrations.
Create Lead
Create a lead in a list or campaign.
Create Lead List
Create an existing lead list.
Test account vitals
Test account vitals.
Add Lead to List
Add multiple leads to a list.
Add Lead to Campaign
Add multiple leads to a campaign.
Create Campaign
Create a campaign
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 Instantly
Instantly is a powerful AI-driven platform designed to enhance productivity and streamline workflows. It leverages artificial intelligence to automate tasks, manage data, and provide insights, making it an essential tool for businesses looking to optimize their operations.
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 Instantly 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 Instantly 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 Instantly triggers actions in Simpro, and a separate workflow where Simpro triggers actions in Instantly. 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 Instantly and Simpro. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Instantly 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.
