Connect Letta and Simpro
Integrate Letta with Simpro to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Agent in Letta when New Company Customer in Simpro
Send message to Letta agent via Letta when New Company Customer in Simpro
Save memory to Letta to Letta when New Company Customer in Simpro
Create Folder in Letta when New Company Customer in Simpro
Create Archive in Letta when New Company Customer in Simpro
Popular Letta + Simpro flows
Start from a real workflow other teams are already running.
Choose a trigger
Letta
When this happens...
New Agents
New Folders
New Messages
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 Agent in Letta when New Company Customer in Simpro
Use this flowSend message to Letta agent via Letta when New Company Customer in Simpro
Use this flowSave memory to Letta to Letta when New Company Customer in Simpro
Use this flowCreate Folder in Letta when New Company Customer in Simpro
Use this flowCreate Archive in Letta when New Company Customer in Simpro
Use this flowCreate identity in Letta when New Company Customer in Simpro
Use this flowList Identities from Letta when New Company Customer in Simpro
Use this flowCreate Agents From Template in Letta when New Company Customer in Simpro
Use this flowCreate Agent in Letta when Company Customer Updated in Simpro
Use this flowSend message to Letta agent via Letta when Company Customer Updated in Simpro
Use this flowSupported Triggers & Actions
Everything you can automate between Letta and Simpro.
When this happensTriggers
A trigger is an event that starts a workflow.
New Agents
Show agents created since a specified time, newest first.
New Folders
Show folders created within a recent time window (default 15 minutes).
New Messages
runs when new message arrives
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
Do thisActions
Action is the task that follows automatically within your Letta integrations.
Create Agent
Create a new Letta agent with a name, model, type, tags, and optional tool and context settings.
Send message to Letta agent
Send a message to a Letta agent so they can read and reply.
Save memory to Letta
Store text as a Letta agent's long-term memory and optionally add tags for organization.
Create Folder
Create a new folder in Letta with a name, optional description, and usage instructions.
Create Archive
Create a new archive by providing a unique name and optional description to store conversations and related content.
Create identity
Create a person, organization, or other identity in Letta for tracking and management.
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 Letta
Letta is a comprehensive platform designed to streamline communication and enhance productivity for teams and businesses. With a focus on seamless collaboration, Letta offers tools for efficient messaging, file sharing, and project management, making it an ideal choice for organizations looking to improve their workflow and connectivity.
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 Letta 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 Letta 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 Letta triggers actions in Simpro, and a separate workflow where Simpro triggers actions in Letta. 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 Letta and Simpro. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Letta 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.
