Integrate Simpro with Microsoft Outlook to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send Email via Microsoft Outlook when New Company Customer in Simpro
Find Contacts in Microsoft Outlook when New Company Customer in Simpro
List Contact Folders from Microsoft Outlook when New Company Customer in Simpro
Forward Email in Microsoft Outlook when New Company Customer in Simpro
Send Email via Microsoft Outlook when Company Customer Updated 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
Microsoft Outlook
Automatically do this!
Create Contact
Create Draft Email
Create Calendar Event
Cancel Calendar Event
Send Email
Update Contact
Find Contacts
Get User Details
List Contact Folders
List Messages
List Events
List Contacts
List Mail Folders
Get Mail Folder Changes
Get Email Attachments
Forward Email
Move Email to Folder
Mark Email as Read or Unread
Flag Email
Send Email via Microsoft Outlook when New Company Customer in Simpro
Use this flowFind Contacts in Microsoft Outlook when New Company Customer in Simpro
Use this flowList Contact Folders from Microsoft Outlook when New Company Customer in Simpro
Use this flowForward Email in Microsoft Outlook when New Company Customer in Simpro
Use this flowSend Email via Microsoft Outlook when Company Customer Updated in Simpro
Use this flowFind Contacts in Microsoft Outlook when Company Customer Updated in Simpro
Use this flowList Contact Folders from Microsoft Outlook when Company Customer Updated in Simpro
Use this flowForward Email in Microsoft Outlook when Company Customer Updated in Simpro
Use this flowSend Email via Microsoft Outlook when New Individual Customer in Simpro
Use this flowFind Contacts in Microsoft Outlook when New Individual Customer in Simpro
Use this flowEverything you can automate between Simpro and Microsoft Outlook.
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.
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.

Learn how to automate Simpro and Microsoft Outlook workflows.

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Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.
Learn moreMicrosoft Outlook is an email service developed by Microsoft, primarily used for managing emails, calendars, tasks, and contacts. It integrates seamlessly with other Microsoft services and offers various features like email sorting, search functionality, and connection to various third-party apps
Learn moreSign up for a free viaSocket account, then authorize both your Simpro and Microsoft Outlook 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 Microsoft Outlook 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 Microsoft Outlook. No coding required.
Yes. You can set up a workflow where Simpro triggers actions in Microsoft Outlook, and a separate workflow where Microsoft Outlook 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 Microsoft Outlook. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Simpro and Microsoft Outlook integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.