Automate Simplicate workflows with apps and AI
Connect Simplicate to CRMs, billing, time tracking and AI agents to auto-create invoices, sync leads and speed project delivery — no coding.
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Triggers and Actions in Simplicate Automations
viaSocket makes it simple to connect Simplicate and automate repetitive tasks.
When this happensTriggers
A trigger is an event that starts a workflow.
New Project Created
Triggers when a new project is created.
Project Updated
Triggers when an existing project is updated.
New Employees
Triggers when a new employees created.
New Hours
Triggers when new hours are created.
New Invoice
Triggers when new invoice are created.
Invoices Sent
Triggers when invoices are sent.
Do thisActions
Action is the task that follows automatically within your Simplicate integrations.
Update Project
Updates an existing project in Simplicate.
List All Organization
Retrieves the details of all organization
List All Expenses
Retrieves the details of all expenses of employees
List All Contact Person
Retrieves the details of all contact person
List All Person
Retrieves the details of all Person.
List All Hours
Retrieves all the Hours.
How to get started with Simplicate automations
Automate when something happens in Simplicate
Login -> Create new flow -> Select trigger -> Search Simplicate -> Choose the trigger from the list
Take action in Simplicate when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Simplicate -> Choose the action from the list
Trigger
Action
Real-world use cases of Simplicate integrations
See how Simplicate integrates with popular apps to automate tasks and streamline your workflow.
- Integrate simplicate with Salesforce to sync records, ensuring that customer data is consistently updated across your CRM and simplicate databases.
- Integrate simplicate with MySQL to automatically sync records, facilitating seamless data exchange between simplicate and your SQL databases.
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Frequently Asked Questions
You can automate project creation and updates, CRM contact and deal syncs, time entry handling, invoice generation and status updates. Typical automations include creating projects from won deals, generating invoices from approved time, and producing consolidated project reports.
No. viaSocket is built for non-technical business operators. You use pre-built connectors and visual workflow steps to map triggers (like a closed deal) to actions (like creating a project or invoice) without code.
Yes. viaSocket can add AI steps—for example, auto-summarize project notes, classify incoming requests, extract billable items from emails, or draft invoices—then create or update Simplicate records after human review or approval.
viaSocket uses secure, authenticated connections and transmits data over encrypted channels. Access is granted only by authorized users and workflows can be limited to the specific actions you approve.
About Simplicate
Simplicate is a comprehensive business management platform designed to streamline and optimize various business processes, including project management, CRM, time tracking, and invoicing. It offers an intuitive interface and robust features to help businesses improve efficiency and productivity.
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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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