
When this happens...
New Contact Is Added
Contact Is Updated

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
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When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new contact is added in Plunk.
Runs when a contact is updated in Plunk.
Triggers when a new company customer is created
Triggers when a new customer is updated
Triggers when a new individual customer is created
Triggers when a new individual customer is updated
Action is the task that follows automatically within your Plunk integrations.
Adds a new contact to Plunk or updates an existing contact.
Creates a new campaign in Plunk to start outreach and track results.
Record an activity in Plunk so it is saved and visible in your account.
Sends the selected campaign now or schedules it to send later.
Updates an existing contact or creates a new contact in Plunk.
Creates a new contact

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.

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To start, connect both your Plunk and Simpro accounts to viaSocket. Once connected, you can set up a workflow where an event in Plunk triggers actions in Simpro (or vice versa).
Absolutely. You can customize how Plunk 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 Plunk 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 Plunk 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.
Plunk is a platform designed to enhance productivity and streamline workflows through automation and integration of various applications.
Learn MoreSimpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.
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