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Simpro + Slack

Connect Simpro and Slack 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

Choose an Action

Automatically do this!

Send Message
Set Status
Send Interactive messages
Send Block/buttons/Intractive message using AI
View_open BlockKit Modal using JSON
Chat_update slack block or message using messageTs
Send a Message as a Thread
Retrieve a message from a channel using messageTs
Add Reminder
Create Channel
Set Channel Topic
Send Private Channel Message
Create Private Channel
Retrieve Thread Message
Updates any Slack user’s profile
Edit Message
Find Public channel
Get Message by Timestamp
Add User on Channel
Send Direct Message
Get all Channel Members
Get User Information by Id
Get User Information by Email
Get User Complete Profile Details by ID

Ready to use Simpro and Slack 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 Instagram DM Replies, Reactions, and Team Alerts

When

Instagram for Business

Instant Trigger

convertTimestampToIST_Message_Time

Give Prompt and Get Structured Response

- has response
  SendDMMessage
  Add Step
- Notify team
  SendMail
  Add Step
- has react
  SendDMMessage React
  Add Step

Continue from here

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 Slack Integrations

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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

Step by step guides to integrate Simpro and Slack

Frequently Asked Questions

How do I start an integration between Simpro and Slack?

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

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

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

How often does the data sync between Simpro and Slack?

The data sync between Simpro and Slack 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 Slack?

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 Slack?

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

Slack is a team Communication Platform. Focused on chat, apps and working with bots.

communication and collaboration tools.Notifications

Learn More

Connect Simpro and Slack to Build Intelligent Automations

Choose a Trigger

Choose an Action

Ready to use Simpro and Slack automations

Automate Instagram Comment Replies with Smart DMs

Automate Expense Report Approvals via Slack & QuickBooks

Automate Instagram DM Replies, Reactions, and Team Alerts

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 Slack Integrations

Integrating Typeform and Slack for Seamless Communication

How to Integrate HubSpot Forms with Slack for Instant Alerts

How viaSocket Works | A Complete Guide

Step by step guides to integrate Simpro and Slack

Frequently Asked Questions

About Simpro

About Slack

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.