Automate Simpro with viaSocket
Eliminate repetitive tasks and manual data entry. Build automated workflows with viaSocket's AI agents and serverless logic — no code required.
Popular Use Cases
Start a workflow in your other tools whenever something new happens in Simpro.
Update records in Simpro automatically when data changes in the apps your team already uses.
Log Simpro activity into a spreadsheet or database so reporting stays current without manual entry.
Popular ways to automate Simpro
Ready-made flows built with Simpro — preview one, then make it yours.
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
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 Simpro integrations.
Create Contact
Creates a new contact
Create Company Customer
Creates a new company customer
Create Individual Customer
Creates a new individual customer
Create Service Job
Creates a new service job
Find Job
Finds job by criteria
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.
Start a workflow in your other tools whenever something new happens in Simpro.
Update records in Simpro automatically when data changes in the apps your team already uses.
Log Simpro activity into a spreadsheet or database so reporting stays current without manual entry.
Alert the right teammate or channel when an important Simpro event needs a response.
Add AI steps that summarize, classify, or draft text from your Simpro data mid-workflow.
Run Simpro workflows on a daily or weekly schedule to keep records and reports in sync.
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
Action
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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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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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