Integrations Simpro Goals by KeepSolid
Simpro + Goals by KeepSolid

Connect Simpro and Goals by KeepSolid to Build Intelligent Automations

Choose a Trigger

Simpro

When this happens...

Choose an Action

Goals by KeepSolid

Automatically do this!

Enable Integrations or automations with these events of Simpro and Goals by KeepSolid

Enable Integrations or automations with these events of Simpro and Goals by KeepSolid

Triggers

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

Actions

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

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Frequently Asked Questions

How do I start an integration between Simpro and Goals by KeepSolid?

To start, connect both your Simpro and Goals by KeepSolid accounts to viaSocket. Once connected, you can set up a workflow where an event in Simpro triggers actions in Goals by KeepSolid (or vice versa).

Can we customize how data from Simpro is recorded in Goals by KeepSolid?

Absolutely. You can customize how Simpro data is recorded in Goals by KeepSolid. This includes choosing which data fields go into which fields of Goals by KeepSolid, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Simpro and Goals by KeepSolid?

The data sync between Simpro and Goals by KeepSolid typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Simpro to Goals by KeepSolid?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Simpro and Goals by KeepSolid?

Yes, you can set conditional logic to control the flow of data between Simpro and Goals by KeepSolid. 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

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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Goals by KeepSolid

About Goals by KeepSolid

Goals by KeepSolid is a goal management platform, where you can set goals, plan strategy, involve your team, and achieve results together.

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