Integrate Simpro with seven to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Lookup CNAM using Seven when New Company Customer in Simpro
Lookup HLR with Seven when New Company Customer in Simpro
Lookup MNP using Seven when New Company Customer in Simpro
Lookup Number Format in Seven.io when New Company Customer in Simpro
Register Webhook in Seven when New Company Customer 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
seven
Automatically do this!
Lookup CNAM
Lookup HLR
Lookup MNP
Lookup Number Format
Register Webhook
Send SMS
Send Voice
Send RCS
Order Number
Lookup RCS
Lookup CNAM using Seven when New Company Customer in Simpro
Use this flowLookup HLR with Seven when New Company Customer in Simpro
Use this flowLookup MNP using Seven when New Company Customer in Simpro
Use this flowLookup Number Format in Seven.io when New Company Customer in Simpro
Use this flowRegister Webhook in Seven when New Company Customer in Simpro
Use this flowSend SMS in Seven when New Company Customer in Simpro
Use this flowSend Voice using Seven.io when New Company Customer in Simpro
Use this flowSend RCS via Seven when New Company Customer in Simpro
Use this flowOrder Number from Seven when New Company Customer in Simpro
Use this flowLookup RCS in Seven when New Company Customer in Simpro
Use this flowEverything you can automate between Simpro and seven.
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.

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Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.
Learn moreSeven.io is a comprehensive platform designed to streamline and enhance your digital communication strategies. With a focus on delivering reliable and efficient messaging services, Seven.io offers a suite of tools for SMS, voice, and email communications, ensuring your messages reach the right audience at the right time.
Learn moreSign up for a free viaSocket account, then authorize both your Simpro and seven 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 seven 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 seven. No coding required.
Yes. You can set up a workflow where Simpro triggers actions in seven, and a separate workflow where seven 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 seven. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Simpro and seven integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.