Connect Kit and Simpro
Integrate Kit with Simpro to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Kit + Simpro flows
Start from a real workflow other teams are already running.
Choose a trigger
Kit
When this happens...
New Form Subscriber
New Purchase
New Tag Subscriber
Subscriber Unsubscribes
Tag Removed From Subscriber
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 Form Subscriber in Kit
Use this flowCreate Company Customer in Simpro when New Form Subscriber in Kit
Use this flowCreate Individual Customer in Simpro when New Form Subscriber in Kit
Use this flowCreate Service Job in Simpro when New Form Subscriber in Kit
Use this flowFind Job in Simpro when New Form Subscriber in Kit
Use this flowFind Schedule in Simpro when New Form Subscriber in Kit
Use this flowFind Quote in Simpro when New Form Subscriber in Kit
Use this flowFind Company Customer in Simpro when New Form Subscriber in Kit
Use this flowCreate Schedule in Simpro when New Form Subscriber in Kit
Use this flowFind Contact in Simpro when New Form Subscriber in Kit
Use this flowSupported Triggers & Actions
Everything you can automate between Kit and Simpro.
When this happensTriggers
A trigger is an event that starts a workflow.
New Form Subscriber
Triggers when a subscription occurs to a specific form
New Purchase
Triggers when a new purchase is added to your account.
New Tag Subscriber
Triggers when a specific tag is added to a subscriber
Subscriber Unsubscribes
Runs when subscriber unsubscribes
Tag Removed From Subscriber
Triggers when a specific tag is removed from a subscriber
New Company Customer
Triggers when a new company customer is created
Do thisActions
Action is the task that follows automatically within your Kit integrations.
Search Subscriber
Find the details of a existing subscriber by its ID or Email
Add Subscriber To Form
Subscribe someone to a specific form.
Add Subscriber to Sequence
Add an email address to a specific email sequence.
Remove Tag From Subscriber
Remove a specific tag from a subscriber.
Create Purchase
Adds a purchase to a subscriber an existing purchase.
Add Tag to Subscriber
Add tag to a specific subscriber.
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 Kit
ConvertKit is an email marketing platform for professional bloggers. Easily create email sequences, tag subscribers, grow your list, and automate your email marketing.
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 Kit 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 Kit 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 Kit triggers actions in Simpro, and a separate workflow where Simpro triggers actions in Kit. 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 Kit and Simpro. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Kit 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.
