Integrate Simpro with mentortools to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Courses in Mentortools when New Company Customer in Simpro
Create Courses in Mentortools when New Company Customer in Simpro
Total Courses in Mentortools when New Company Customer in Simpro
Course info by ID from Mentortools when New Company Customer in Simpro
Get module by ID in Mentortools when New Company Customer in Simpro
Start from a real workflow other teams are already running.
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
mentortools
Automatically do this!
Get Courses
Create Courses
Total Courses
Course info by ID
Get module by ID
Get Module information
Lesson by ID
Add module submodule
Update course
Update course module
Update submodule by ID
Delete course by ID
Delete course module by ID
Delete submodule by ID
Delete Lesson
Get Courses in Mentortools when New Company Customer in Simpro
Use this flowCreate Courses in Mentortools when New Company Customer in Simpro
Use this flowTotal Courses in Mentortools when New Company Customer in Simpro
Use this flowCourse info by ID from Mentortools when New Company Customer in Simpro
Use this flowGet module by ID in Mentortools when New Company Customer in Simpro
Use this flowGet Module information in Mentortools when New Company Customer in Simpro
Use this flowLesson by ID in Mentortools when New Company Customer in Simpro
Use this flowAdd module submodule in Mentortools when New Company Customer in Simpro
Use this flowUpdate course in Mentortools when New Company Customer in Simpro
Use this flowUpdate course module in Mentortools when New Company Customer in Simpro
Use this flowEverything you can automate between Simpro and mentortools.
When this happensTriggers
A trigger is an event that starts a workflow.
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
Action is the task that follows automatically within your Simpro integrations.
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

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
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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Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.
Learn moreMentortools is a platform designed to facilitate online learning and mentorship programs. It provides tools for creating, managing, and delivering educational content, making it easier for mentors and educators to connect with learners and track their progress.
Learn moreSign up for a free viaSocket account, then authorize both your Simpro and mentortools 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 mentortools 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 mentortools. No coding required.
Yes. You can set up a workflow where Simpro triggers actions in mentortools, and a separate workflow where mentortools 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 mentortools. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Simpro and mentortools integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.