
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

Automatically do this!
Create a Bot
Create a User
Create open channel
Create Group Channel
Send Bot Message
Create a Schedule Message
Block a User
Ban a user from an open channels
Update a User
Delete a User
Register operators to an open channel
Register operators to an group channel
Unregister operators from an open channel
Unregister operators from a group channel
Leave all group channels
Create User Metadata
Update metadata
Delete User's Metadata
Update an open channel
Update a Group Channel
Delete an open channel
Delete a group channel
Join a channel
Leave a channel
Hide a channel
Update user's group channel invitation preference
Invite Members
Accept an invitation
Update default invitation preference
Decline an invitation
Create Channel Metadata
Update Channel Metadata
Delete Channel Metadata
Send a Text Message
Add emoji category
Update an emoji category URL
Delete an emoji category
Add emoji
Update an emoji URL
Delete an Emoji
Unblock a User
Mute a participant in an open channel
Mute a participant in a group channel
Unmute a participant in a group channel
Unmute a participant in an open channel
Ban a user from a group channels
Update banned user status of a group channel
Update banned user status of an open channel
Unban a participant from an open channel
Unban a member from a group channel
Freeze a group channel
Freeze an open channel
Update a Bot
Join channels
Leave channels
Delete a bot
Report a user
Report a Channel
Explore more automations built by businesses and experts
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

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

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

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Simpro and SendBird AI Chatbot accounts to viaSocket. Once connected, you can set up a workflow where an event in Simpro triggers actions in SendBird AI Chatbot (or vice versa).
Absolutely. You can customize how Simpro data is recorded in SendBird AI Chatbot. This includes choosing which data fields go into which fields of SendBird AI Chatbot, setting up custom formats, and filtering out unwanted information.
The data sync between Simpro and SendBird AI Chatbot typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Simpro and SendBird AI Chatbot. 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 is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.
Learn MoreSendBird AI Chatbot is a powerful tool designed to enhance communication by integrating AI-driven chat capabilities into your applications. It allows businesses to automate customer interactions, provide instant support, and improve user engagement through intelligent conversation management.
Learn More