Connect klenty and Simpro
Integrate klenty with Simpro to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Simpro when Prospect Unsubscribe from Klenty
Create Company Customer in Simpro when Prospect Unsubscribe from Klenty
Create Individual Customer in Simpro when Prospect Unsubscribe from Klenty
Create Service Job in Simpro when Prospect Unsubscribe from Klenty
Find Job in Simpro when Prospect Unsubscribe from Klenty
Popular klenty + Simpro flows
Start from a real workflow other teams are already running.
Choose a trigger
klenty
When this happens...
Prospect Unsubscribe
Cadence First Reply
On Bounce
On Cadence Completed
On Click
On Open
On Reply
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 Prospect Unsubscribe from Klenty
Use this flowCreate Company Customer in Simpro when Prospect Unsubscribe from Klenty
Use this flowCreate Individual Customer in Simpro when Prospect Unsubscribe from Klenty
Use this flowCreate Service Job in Simpro when Prospect Unsubscribe from Klenty
Use this flowFind Job in Simpro when Prospect Unsubscribe from Klenty
Use this flowFind Schedule in Simpro when Prospect Unsubscribe from Klenty
Use this flowFind Quote in Simpro when Prospect Unsubscribe from Klenty
Use this flowFind Company Customer in Simpro when Prospect Unsubscribe from Klenty
Use this flowCreate Schedule in Simpro when Prospect Unsubscribe from Klenty
Use this flowFind Contact in Simpro when Prospect Unsubscribe from Klenty
Use this flowSupported Triggers & Actions
Everything you can automate between klenty and Simpro.
When this happensTriggers
A trigger is an event that starts a workflow.
Prospect Unsubscribe
Unsubscribe a prospect from Klenty email sequences to stop automated follow-up messages.
Cadence First Reply
Detects when a prospect sends the first reply to a cadence email, logs the response, and triggers follow-up actions.
On Bounce
Triggered when an email sent from Klenty bounces, allowing workflows to handle failed deliveries.
On Cadence Completed
Notifies when a Klenty cadence finishes for a contact or campaign so you can start follow-up actions.
On Click
Triggers when a Klenty email recipient clicks a link, providing recipient, link, and timestamp details.
On Open
Triggered when a recipient opens an email sent from Klenty.
Do thisActions
Action is the task that follows automatically within your klenty integrations.
Create Prospect
Create a new prospect in Klenty
Change Status To Do Not Contact
Mark a prospect as Do Not Contact to prevent future emails
Revert Prospect Status From Do Not Contact
Set a prospect's status to Do Not Contact using their email address.
Start Cadence
Update Start Cadence action to remove manual auth, fix cadenceName value access, and add explicit account email input.
Stop All Mails to Prospect
Stop all scheduled emails and automated follow-ups to the specified prospect using their email address.
Stop Cadence
Stop cadence for a prospect
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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About klenty
Klenty is a sales engagement and lead generation tool that helps you send personalized emails and automated followups at scale.
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 klenty 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 klenty 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 klenty triggers actions in Simpro, and a separate workflow where Simpro triggers actions in klenty. 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 klenty and Simpro. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire klenty 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.
