Simpro + Salesmate

Connect Simpro and Salesmate to Build Intelligent Automations

Choose a Trigger

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

Automatically do this!

Add Note
Create Activity
Create Company
Search User
Create Contact
Create Deal
Update Activity
Update Company
Update Contact
Update Deal
Search Activity
Search Company
Search Contact

Ready to use Simpro and Salesmate automations

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

When

Instagram for Business

Instant Trigger

getRandomCommentReplyFunction

cmntp4d3SwSR

- text is ai
  ReplytoComment
  Send a Private Reply
  Add Step
- Is guide comment
  ReplytoComment Guide
  Send a Private Reply Guide
  Add Step
- multi keyword match
  cmntdqJzLMYS
  ReplytoCommentMultiKeyword
  Add Step

Continue from here

View Template

Automate Expense Report Approvals via Slack & QuickBooks

When

Google Forms

Runs Every 15 Minutes

Send for Approval

- Send for Approval accept
  Create Entry of expenses
  Add Step
- Send for reject
  Mail for Rejection
  Add Step

Continue from here

Add Expense Details

View Template

Automate Social Media Post Creation and Scheduling Across Multiple Platforms

When

Google Sheets

Runs Every 15 Minutes

- Instagram
  Instagram Caption
  Generate Image
  Publish Photo with Tagging
  Add Step
- Youtube
  Youtube Video Script
  Youtube Description Video
  Create an Avatar Video
  Delay
  Retrieve Shareable Link for a Video1
  Upload Video
  Add Step
- Twitter
  Twitter Tweet
  Post a Tweet
  Add Step
- Linkedin
  Linkedin Article
  Create a linkedin Article or URL post
  Add Step

Continue from here

cmnt9r1ZY8HG

View Template

Actions and Triggers

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

We'll help you get started

Our team is all set to help you!

Know More About Simpro and Salesmate Integrations

How viaSocket Works | A Complete Guide

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Know more

5 Simple Automation Hacks to Make Your Team Free

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.

Know more

Frequently Asked Questions

How do I start an integration between Simpro and Salesmate?

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

Can we customize how data from Simpro is recorded in Salesmate?

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

How often does the data sync between Simpro and Salesmate?

The data sync between Simpro and Salesmate 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 Salesmate?

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 Salesmate?

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

About Simpro

Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.

Project Management

Learn More

About Salesmate

Salesmate is a comprehensive CRM platform designed to streamline sales processes, enhance customer relationships, and boost team productivity. It offers a range of features including contact management, sales automation, and analytics to help businesses manage their sales pipeline effectively.

CRM Sales and CRM

Learn More

Connect Simpro and Salesmate to Build Intelligent Automations

Choose a Trigger

Choose an Action

Ready to use Simpro and Salesmate automations

Automate Instagram Comment Replies with Smart DMs

Automate Expense Report Approvals via Slack & QuickBooks

Automate Social Media Post Creation and Scheduling Across Multiple Platforms

Actions and Triggers

When this happensTriggersA trigger is an event that starts a workflow.

New Company Customer

Company Customer Updated

New Individual Customer

Individual Customer Updated

New Job

Job Updated

Do thisActionsAction is the task that follows automatically within your Simpro integrations.

Create Contact

Create Company Customer

Create Individual Customer

Create Service Job

Find Job

Find Schedule

We'll help you get started

Know More About Simpro and Salesmate Integrations

How viaSocket Works | A Complete Guide

5 Simple Automation Hacks to Make Your Team Free

What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide

Frequently Asked Questions

About Simpro

About Salesmate

For SaaS

For AI Agent Builders

Support

Automation Experts

MCP

Compare

Company

Plans, Pricing and Offer

AI & Automation

When this happensTriggers
A trigger is an event that starts a workflow.

Do thisActions
Action is the task that follows automatically within your Simpro integrations.