Connect Meetgeek.ai and Simpro
Integrate Meetgeek.ai with Simpro to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Upload File in Meetgeekai when New Company Customer in Simpro
Upload File in Meetgeekai when Company Customer Updated in Simpro
Upload File in Meetgeekai when New Individual Customer in Simpro
Upload File in Meetgeekai when Individual Customer Updated in Simpro
Upload File in Meetgeekai when New Job in Simpro
Popular Meetgeek.ai + Simpro flows
Start from a real workflow other teams are already running.
Choose a trigger
Meetgeek.ai
When this happens...
- Request a new Trigger for Meetgeek.ai
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 Staff Members
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
List All Project Tags
List All Companies
Upload File in Meetgeekai when New Company Customer in Simpro
Use this flowUpload File in Meetgeekai when Company Customer Updated in Simpro
Use this flowUpload File in Meetgeekai when New Individual Customer in Simpro
Use this flowUpload File in Meetgeekai when Individual Customer Updated in Simpro
Use this flowUpload File in Meetgeekai when New Job in Simpro
Use this flowUpload File in Meetgeekai when Job Updated in Simpro
Use this flowUpload File in Meetgeekai when New Quote in Simpro
Use this flowUpload File in Meetgeekai when Quote Updated in Simpro
Use this flowUpload File in Meetgeekai when New Schedule in Simpro
Use this flowUpload File in Meetgeekai when Schedule Updated in Simpro
Use this flowSupported Triggers & Actions
Everything you can automate between Meetgeek.ai and Simpro.
When this happensTriggers
A trigger is an event that starts a workflow.
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
Individual Customer Updated
Triggers when a new individual customer is updated
New Job
Triggers when a new job is created
Job Updated
Triggers when a job is updated
Do thisActions
Action is the task that follows automatically within your Meetgeek.ai integrations.
Upload File
Upload a video or audio file for analysis and receive a notification upon completion
Create Contact
Creates a new contact
Create Company Customer
Creates a new company customer
Create Individual Customer
Creates a new individual customer
Create Service Job
Create a new service job and set site, customer, dates, contacts, technicians, status, tags, and optional cost centre.
Find Job
Finds job by criteria
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 Meetgeek.ai
MeetGeek.ai is an AI-powered platform that provides intelligent meeting analytics and automation solutions. It is designed to assist with improving the productivity of meetings by offering features like real-time transcription, meeting summaries, key takeaway extraction, and action item tracking. It uses AI to automatically analyze meeting discussions, highlight key points, and even integrate with other collaboration tools for seamless workflows.
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 Meetgeek.ai 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 Meetgeek.ai 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 Meetgeek.ai triggers actions in Simpro, and a separate workflow where Simpro triggers actions in Meetgeek.ai. 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 Meetgeek.ai and Simpro. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Meetgeek.ai 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.
