
When this happens...
New Company Customer
Company Customer Updated
New Individual Customer
Individual Customer Updated
New Job
Job Updated
New Quote
Quote Updated
New Schedule
Schedule Updated
New Site
Site Updated
New Contact
Contact Updated
Contact Deleted
Company Customer Deleted
Individual Customer Deleted
Job Deleted
New Employee
Employee Updated
Employee Deleted
Site Deleted
Quote Deleted
New Recurring Invoice
Recurring Invoice Updated
Recurring Invoice Deleted
New Lead
Lead Updated
Lead Deleted
Lead Status Change
Job Status Change
Quote Status Change
New Job Attachment
Job Attachment Updated
Job Attachment Deleted
New Purchase Order
Purchase Order Updated

Automatically do this!
Enable Integrations or automations with these events of Simpro and bookly
Triggers when a new company customer is created
Triggers when a new customer is updated
Triggers when a new individual customer is created
Triggers when a new individual customer is updated
Triggers when a new job is created
Triggers when a job is updated
Creates a new contact
Creates a new company customer
Creates a new individual customer
Creates a new service job
Finds job by criteria
Finds schedule by criteria
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Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Simpro and bookly accounts to viaSocket. Once connected, you can set up a workflow where an event in Simpro triggers actions in bookly (or vice versa).
Absolutely. You can customize how Simpro data is recorded in bookly. This includes choosing which data fields go into which fields of bookly, setting up custom formats, and filtering out unwanted information.
The data sync between Simpro and bookly typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Simpro and bookly. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.
Learn MoreBookly is a free scheduling plugin for WordPress that allows accepting online bookings on your website. Join more than 40,000 businesses all around the world that have already automated their online booking system!
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