Connect Saleshandy and Simpro
Integrate Saleshandy with Simpro to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Prospect/Add Prospect to Sequence OH HOLD in Saleshandy when New Company Customer in Simpro
Assign Prospect Tag in Saleshandy when New Company Customer in Simpro
Mark Prospect Status in Saleshandy when New Company Customer in Simpro
Update Prospect Status in Saleshandy when New Company Customer in Simpro
Create Prospect/Add Prospect to Sequence OH HOLD in Saleshandy when Company Customer Updated in Simpro
Popular Saleshandy + Simpro flows
Start from a real workflow other teams are already running.
Choose a trigger
Saleshandy
When this happens...
- Request a new Trigger for Saleshandy
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 Prospect/Add Prospect to Sequence OH HOLD in Saleshandy when New Company Customer in Simpro
Use this flowAssign Prospect Tag in Saleshandy when New Company Customer in Simpro
Use this flowMark Prospect Status in Saleshandy when New Company Customer in Simpro
Use this flowUpdate Prospect Status in Saleshandy when New Company Customer in Simpro
Use this flowCreate Prospect/Add Prospect to Sequence OH HOLD in Saleshandy when Company Customer Updated in Simpro
Use this flowAssign Prospect Tag in Saleshandy when Company Customer Updated in Simpro
Use this flowMark Prospect Status in Saleshandy when Company Customer Updated in Simpro
Use this flowUpdate Prospect Status in Saleshandy when Company Customer Updated in Simpro
Use this flowCreate Prospect/Add Prospect to Sequence OH HOLD in Saleshandy when New Individual Customer in Simpro
Use this flowAssign Prospect Tag in Saleshandy when New Individual Customer in Simpro
Use this flowSupported Triggers & Actions
Everything you can automate between Saleshandy 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 Saleshandy integrations.
Create Prospect/Add Prospect to Sequence OH HOLD
create prospects in saleshandy Reason for Hold -> You don't have required permissions to access this resource
Assign Prospect Tag
Assign one or more existing or new tags to a prospect identified by email.
Mark Prospect Status
Update a prospect's sequence status (active, paused, finished, replied, unsubscribed) using the prospect's email and sequence ID or name.
Update Prospect Status
Change a prospect's status.
Create Contact
Creates a new contact
Create Company Customer
Creates a new company customer
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 Saleshandy
With Saleshandy, businesses send personalized emails and automated follow-ups on a large scale to generate qualified leads and drive increased sales.
Learn more
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 Saleshandy 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 Saleshandy 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 Saleshandy triggers actions in Simpro, and a separate workflow where Simpro triggers actions in Saleshandy. 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 Saleshandy and Simpro. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Saleshandy 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.
