Connect karlia and Simpro to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer
Update Customer
New Supplier
Update Supplier
New Contact
Update Contact
New Opportunity
Update Opportunity
New Project
Update Project
New Task
Update Task
New Time
Update Time
New Ticket
New Event
Update Event
Delete Event
New Note
Update Note
Delete Note
Delete Task
New Project task
Update Project Task
Update Project Task Status
Delete Project Task
New Project Subtask
Opportunity Column Updated
Opportunity Status Updated
New Quote
Quote Updated
Supplier Order Created
Supplier Order Updated
Supplier Invoice Created
Delete Ticket
Supplier Invoice Updated
Form Created
Form Updated
Form Status Updated
Product Created
Product Updated
Equipment Created
Equipment Updated
Purchase Created
Purchase Updated
Call Created
Call Updated
Call Deleted
Document Created
Document Updated
Invoice Created
Invoice Updated
Order Created
Order Updated
Order Pdf Generated
Delivery Created
Delivery Updated
Delivery Pdf Generated
Supplier Delivery Updated
Project Subtask Created
Project Subtask Updated
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 karlia and Simpro automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer
Triggers when a new customer is created.
Update Customer
Triggers when a customer is updated.
New Supplier
Trigger when a new supplier is created.
Update Supplier
Triggers when a supplier is updated.
New Contact
Triggers when a new contact is created.
Update Contact
Triggers when a contact is updated
Do thisActions
Action is the task that follows automatically within your karlia integrations.
List All Users
Retrieve the list of all users
Create Purchase
Create an Purchase.
Create Event
Create an event.
Create Note
Create an note.
Create Time
Creates a new time.
Create Project
Create a Project.
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Frequently Asked Questions
To start, connect both your karlia and Simpro accounts to viaSocket. Once connected, you can set up a workflow where an event in karlia triggers actions in Simpro (or vice versa).
Absolutely. You can customize how karlia 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 karlia 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 karlia 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 karlia
Karlia is the first CRM software to integrate your complete mailboxes with tracking, scheduled mailings, templates and predefined responses. Be twice as productive !
Learn MoreAbout Simpro
Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.
Learn More
