Connect Simplicate and Simpro
Integrate Simplicate with Simpro to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Company Customer in Simpro when New Project Created in Simplicate
Find Job in Simpro when New Project Created in Simplicate
Find Schedule in Simpro when New Project Created in Simplicate
Find Quote in Simpro when New Project Created in Simplicate
Find Company Customer in Simpro when New Project Created in Simplicate
Popular Simplicate + Simpro flows
Start from a real workflow other teams are already running.
Choose a trigger
Simplicate
When this happens...
New Project Created
Project Updated
New Employees
New Hours
New Invoice
Invoices Sent
Updated Employees
Updated Companies
New Companies
New Contacts
Updated Contacts
New Sales
New Services
Quotes Sent
Updated Hours
Updated Services
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 Company Customer in Simpro when New Project Created in Simplicate
Use this flowFind Job in Simpro when New Project Created in Simplicate
Use this flowFind Schedule in Simpro when New Project Created in Simplicate
Use this flowFind Quote in Simpro when New Project Created in Simplicate
Use this flowFind Company Customer in Simpro when New Project Created in Simplicate
Use this flowFind Contact in Simpro when New Project Created in Simplicate
Use this flowFind Individual Customer in Simpro when New Project Created in Simplicate
Use this flowList Contact from Simpro when New Project Created in Simplicate
Use this flowList Employees from Simpro when New Project Created in Simplicate
Use this flowList Sites from Simpro when New Project Created in Simplicate
Use this flowSupported Triggers & Actions
Everything you can automate between Simplicate and Simpro.
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.
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 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.
Learn moreSimilar apps
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 Simplicate 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 Simplicate 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 Simplicate triggers actions in Simpro, and a separate workflow where Simpro triggers actions in Simplicate. 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 Simplicate and Simpro. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Simplicate 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.
