Connect Simpro and SendX to Build Intelligent Automations

Choose a Trigger

Simpro

When this happens...

Choose an Action

SendX

Automatically do this!

Ready to use Simpro and SendX automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Company Customer

New Company Customer

Triggers when a new company customer is created

Company Customer Updated

Company Customer Updated

Triggers when a new customer is updated

New Individual Customer

New Individual Customer

Triggers when a new individual customer is created

Individual Customer Updated

Individual Customer Updated

Triggers when a new individual customer is updated

New Job

New Job

Triggers when a new job is created

Job Updated

Job Updated

Triggers when a job is updated

Do thisActions

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

Create Contact

Create Contact

Creates a new contact

Create Company Customer

Create Company Customer

Creates a new company customer

Create Individual Customer

Create Individual Customer

Creates a new individual customer

Create Service Job

Create Service Job

Creates a new service job

Find Job

Find Job

Finds job by criteria

Find Schedule

Find Schedule

Finds schedule by criteria

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Frequently Asked Questions

How do I start an integration between Simpro and SendX?

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

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

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

How often does the data sync between Simpro and SendX?

The data sync between Simpro and SendX 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 SendX?

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 SendX?

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

About Simpro

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

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SendX

About SendX

SendX is an intuitive and powerful email marketing platform designed to help businesses create, automate, and optimize their email campaigns. With features like drag-and-drop email editor, advanced segmentation, and A/B testing, SendX enables marketers to effectively engage with their audience and drive conversions.

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