Connect Simpro and Dynalist
Integrate Simpro with Dynalist to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get All Documents and Folders from Dynalist when New Company Customer in Simpro
Create Document or Folder in Dynalist when New Company Customer in Simpro
Get Document Content from Dynalist when New Company Customer in Simpro
Add Item to Inbox to Dynalist Inbox when New Company Customer in Simpro
Add Item to Document in Dynalist when New Company Customer in Simpro
Popular Simpro + Dynalist 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
Dynalist
Automatically do this!
Get All Documents and Folders
Create Document or Folder
Get Document Content
Add Item to Inbox
Add Item to Document
Update Item in Document
Delete Item from Document
Get All Documents and Folders from Dynalist when New Company Customer in Simpro
Use this flowCreate Document or Folder in Dynalist when New Company Customer in Simpro
Use this flowGet Document Content from Dynalist when New Company Customer in Simpro
Use this flowAdd Item to Inbox to Dynalist Inbox when New Company Customer in Simpro
Use this flowAdd Item to Document in Dynalist when New Company Customer in Simpro
Use this flowUpdate Item in Document in Dynalist when New Company Customer in Simpro
Use this flowDelete Item from Document in Dynalist when New Company Customer in Simpro
Use this flowGet All Documents and Folders from Dynalist when Company Customer Updated in Simpro
Use this flowCreate Document or Folder in Dynalist when Company Customer Updated in Simpro
Use this flowGet Document Content from Dynalist when Company Customer Updated in Simpro
Use this flowSupported Triggers & Actions
Everything you can automate between Simpro and Dynalist.
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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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 Simpro
Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.
Learn moreSimilar apps
About Dynalist
Dynalist is a versatile tool designed for organizing your thoughts, ideas, and tasks in a structured manner. It allows users to create outlines, lists, and notes, making it ideal for personal productivity and project management. With its intuitive interface, Dynalist helps you keep track of your tasks and ideas efficiently.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Simpro and Dynalist 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 Dynalist 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 Dynalist. No coding required.
Yes. You can set up a workflow where Simpro triggers actions in Dynalist, and a separate workflow where Dynalist 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 Dynalist. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Simpro and Dynalist integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
