Ready to use Simpro automations

Triggers and Actions in Simpro Automations

viaSocket makes it simple to connect Simpro and automate repetitive tasks.

When this happensTriggers

A trigger is an event that starts a workflow.

New Company Customer

New Company Customer

Triggers when a new company customer is created

Company Customer Updated

Company Customer Updated

Triggers when a new customer is updated

New Individual Customer

New Individual Customer

Triggers when a new individual customer is created

Individual Customer Updated

Individual Customer Updated

Triggers when a new individual customer is updated

New Job

New Job

Triggers when a new job is created

Job Updated

Job Updated

Triggers when a job is updated

Do thisActions

Action is the task that follows automatically within your Simpro integrations.

Create Contact

Create Contact

Creates a new contact

Create Company Customer

Create Company Customer

Creates a new company customer

Create Individual Customer

Create Individual Customer

Creates a new individual customer

Create Service Job

Create Service Job

Creates a new service job

Find Job

Find Job

Finds job by criteria

Find Schedule

Find Schedule

Finds schedule by criteria

Real-world use cases of Simpro integrations

See how Simpro integrates with popular apps to automate tasks and streamline your workflow.

Sync form responses automatically to a spreadsheet for instant data capture

Send Slack notifications whenever a new row is added or updated in Sheets

Trigger email campaigns in Mailchimp when a new contact is added to a sheet

Create CRM contacts in HubSpot directly from new Google Sheets entries

Generate and save PDF reports to Google Drive from spreadsheet data

Automatically back up database records to a Google Sheet on a daily schedule

Simpro
Simpro
Slack
MSG91
MailChimp
Google Sheets
HubSpot
Gmail
+2,100+ more apps

How to get started with Simpro automations

Automate when something happens in Simpro

Login -> Create new flow -> Select trigger -> Search Simpro -> Choose the trigger from the list

Take action in Simpro when something happens in an app or you want to add step in flow

Login -> Create new flow -> Select action -> Search Simpro -> Choose the action from the list

Trigger

Simpro

Action

Simpro

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Simpro

About Simpro

Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.

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viaSocket

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.

Learn More