Connect Simpro and Saleshandy
Integrate Simpro with Saleshandy to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Prospect/Add Prospect to Sequence OH HOLD in Saleshandy when New Company Customer in Simpro
Assign Prospect Tag in Saleshandy when New Company Customer in Simpro
Mark Prospect Status in Saleshandy when New Company Customer in Simpro
Update Prospect Status in Saleshandy when New Company Customer in Simpro
Create Prospect/Add Prospect to Sequence OH HOLD in Saleshandy when Company Customer Updated in Simpro
Popular Simpro + Saleshandy 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
Saleshandy
Automatically do this!
Create Prospect/Add Prospect to Sequence OH HOLD
Assign Prospect Tag
Mark Prospect Status
Update Prospect Status
Create Prospect/Add Prospect to Sequence OH HOLD in Saleshandy when New Company Customer in Simpro
Use this flowAssign Prospect Tag in Saleshandy when New Company Customer in Simpro
Use this flowMark Prospect Status in Saleshandy when New Company Customer in Simpro
Use this flowUpdate Prospect Status in Saleshandy when New Company Customer in Simpro
Use this flowCreate Prospect/Add Prospect to Sequence OH HOLD in Saleshandy when Company Customer Updated in Simpro
Use this flowAssign Prospect Tag in Saleshandy when Company Customer Updated in Simpro
Use this flowMark Prospect Status in Saleshandy when Company Customer Updated in Simpro
Use this flowUpdate Prospect Status in Saleshandy when Company Customer Updated in Simpro
Use this flowCreate Prospect/Add Prospect to Sequence OH HOLD in Saleshandy when New Individual Customer in Simpro
Use this flowAssign Prospect Tag in Saleshandy when New Individual Customer in Simpro
Use this flowSupported Triggers & Actions
Everything you can automate between Simpro and Saleshandy.
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 Saleshandy
With Saleshandy, businesses send personalized emails and automated follow-ups on a large scale to generate qualified leads and drive increased sales.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Simpro and Saleshandy 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 Saleshandy 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 Saleshandy. No coding required.
Yes. You can set up a workflow where Simpro triggers actions in Saleshandy, and a separate workflow where Saleshandy 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 Saleshandy. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Simpro and Saleshandy integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
