Connect Ora and Simpro to Build Intelligent Automations
Choose a Trigger
When this happens...
New Comment Added to Task
New Task
New Assignee Added to Task
Task Update
New Project
New Label Added to Task
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 Ora and Simpro automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Comment Added to Task
Triggers when a new comment is added to task.
New Task
Triggers when a new task is added.
New Assignee Added to Task
Triggers when a new assignee is added to task.
Task Update
Triggers when an existing task is updated in Ora.
New Project
Triggers when a new project is added.
New Label Added to Task
Triggers when a new label is added to task.
Do thisActions
Action is the task that follows automatically within your Ora integrations.
Create List
Creates a list.
Create Comment
Creates a comment.
Add Member to Card
Add Member to Card.
Create Schedule
Creates a Schedule.
Find Task
Finds a task.
Find Member
Finds a member.
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Frequently Asked Questions
To start, connect both your Ora and Simpro accounts to viaSocket. Once connected, you can set up a workflow where an event in Ora triggers actions in Simpro (or vice versa).
Absolutely. You can customize how Ora 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 Ora 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 Ora 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 Ora
Ora is a comprehensive project management and team collaboration tool designed to streamline workflows, enhance productivity, and facilitate seamless communication among team members. It offers features such as task management, time tracking, kanban boards, and real-time chat, making it ideal for teams looking to improve their project execution and collaboration efforts.
Learn MoreAbout Simpro
Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.
Learn More
