Connect Pipeliner Cloud and Simpro to Build Intelligent Automations
Choose a Trigger
When this happens...
New Account
New Appointment
New Contact
New Custom Entity
New Lead
New Opportunity
New Product
New Task
Updated Account
Updated Appointment
Updated Contact
Updated Custom Entity
Updated Lead
Updated Opportunity
Updated Product
Updated Task
Account Deleted
Account Document Linked
Account Owner Changed
Appointment Comment
Appointment Owner Change
Appointment Deleted
Contact Document Linked
Contact Owner Change
Contact Deleted
New Contact Account Relation
Update Contact Account Relation
Delete Contact Account Relation
New Currency
Update Currency
Currency Deleted
New Currency ExchangeRate
Update Currency ExchangeRate
Delete Currency ExchangeRate
New Currency ExchangeRate List
Update Currency ExchangeRate List
Delete Currency ExchangeRate List
Delete Custom Entity
New Email
Delete Email
Update Email
Delete Lead
Lead Document Linked
Lead Owner Changed
New Lead Oppty Account Relation
Update Lead Oppty Account Relation
Delete Lead Oppty Account Relation
New LeadOppty Contact Relation
Update LeadOppty Contact Relation
Delete LeadOppty Contact Relation
Memo Comment
New Memo
Update Memo
Delete Memo
New Note
Delete Note
Update Note
Delete Opportunity
Opportunity Document Linked
Opportunity Lost
Opportunity Move
Opportunity Owner Change
Opportunity Won
New Oppty Product Relation
Update Oppty Product Relation
Delete Oppty Product Relation
Delete Product
New Product Price List
Update Product Price List
Delete Product Price List
New Product PriceList Price
Update Product Price List Price
Delete Product Price List Price
New Project
Project Document Linked
Project Owner Changed
Updated Project
Delete Project
New Quote
Quote Document Linked
Quote Owner Changed
Quote Move
Quote Lost
Quote Won
Updated Quote
Delete Quote
New Quote Account Relation
Updated Quote Account Relation
Delete Quote Account Relation
New Quote Contact Relation
Updated Quote Contact Relation
Delete Quote Contact Relation
Task Comment
Task Owner Changed
Delete 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 Pipeliner Cloud and Simpro automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Account
Triggers when a new Account is created.
New Appointment
Triggers when a new Appointment is created.
New Contact
Triggers when a new Contact is created.
New Custom Entity
Triggers when a new Custom Entity is created.
New Lead
Triggers when a new Lead is created.
New Opportunity
Triggers when a new Opportunity is created.
Do thisActions
Action is the task that follows automatically within your Pipeliner Cloud integrations.
List All Contacts
Retrieves the list of all contacts
Create Account
Create a new account.
Create Appointment
Create a new Appointment.
Create Contact
Create a new Contact.
Create Lead
Create a new Lead.
List Accounts
Retrieves the list of all account.
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Know More About Pipeliner Cloud and Simpro Integrations
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What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
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What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
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Frequently Asked Questions
To start, connect both your Pipeliner Cloud and Simpro accounts to viaSocket. Once connected, you can set up a workflow where an event in Pipeliner Cloud triggers actions in Simpro (or vice versa).
Absolutely. You can customize how Pipeliner Cloud 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 Pipeliner Cloud 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 Pipeliner Cloud 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 Pipeliner Cloud
Next generation sales CRM software designed to empower sales teams and grow profitable customer relationships.
Learn MoreAbout Simpro
Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.
Learn More
