Connect Simpro and DocsBot
Integrate Simpro with DocsBot to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Web Source in Docsbot when New Company Customer in Simpro
Create Web Source in Docsbot when Company Customer Updated in Simpro
Create Web Source in Docsbot when New Individual Customer in Simpro
Create Web Source in Docsbot when Individual Customer Updated in Simpro
Create Web Source in Docsbot when New Job in Simpro
Popular Simpro + DocsBot flows
Start from a real workflow other teams are already running.
Choose a trigger
Simpro
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
New invoice Created
Invoice Updated
Choose an action
DocsBot
Automatically do this!
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Create Web Source
Create Web Source in Docsbot when New Company Customer in Simpro
Use this flowCreate Web Source in Docsbot when Company Customer Updated in Simpro
Use this flowCreate Web Source in Docsbot when New Individual Customer in Simpro
Use this flowCreate Web Source in Docsbot when Individual Customer Updated in Simpro
Use this flowCreate Web Source in Docsbot when New Job in Simpro
Use this flowCreate Web Source in Docsbot when Job Updated in Simpro
Use this flowCreate Web Source in Docsbot when New Quote in Simpro
Use this flowCreate Web Source in Docsbot when Quote Updated in Simpro
Use this flowCreate Web Source in Docsbot when New Schedule in Simpro
Use this flowCreate Web Source in Docsbot when Schedule Updated in Simpro
Use this flowSupported Triggers & Actions
Everything you can automate between Simpro and DocsBot.
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
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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About Simpro
Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.
Learn moreSimilar apps
About DocsBot
DocsBot AI is an advanced AI-powered tool designed to assist users in managing, generating, and analyzing documents efficiently. It leverages artificial intelligence to automate document-related tasks, making it easier for businesses and individuals to handle large volumes of documents with accuracy and speed.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Simpro and DocsBot 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 Simpro and DocsBot 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 DocsBot. No coding required.
Yes. You can set up a workflow where Simpro triggers actions in DocsBot, and a separate workflow where DocsBot triggers actions in Simpro. 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 Simpro and DocsBot. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Simpro and DocsBot integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
