Connect Simpro and Way We Do
Integrate Simpro with Way We Do to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add a New User to Way We Do when New Company Customer in Simpro
Complete a Checklist Step in Way We Do when New Company Customer in Simpro
Add a Checklist Comment to Way We Do when New Company Customer in Simpro
Start Checklist Instance in Way We Do when New Company Customer in Simpro
Find a Checklist by Title in Way-we-do when New Company Customer in Simpro
Popular Simpro + Way We Do flows
Start from a real workflow other teams are already running.
Choose a trigger
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
Choose an action
Way We Do
Automatically do this!
Add a New User
Complete a Checklist Step
Add a Checklist Comment
Start Checklist Instance
Find a Checklist by Title
Find a Checklist Instance by ID
Find a Checklist Instance by Title
Find a Checklist Step by ID
Find a Procedure by Title
Find a Procedure or Checklist by ID
Find a User
Find a Checklist Step by Title
Add Collaborators
List Checklist Instance Comments
List Checklist Instances
List Collaborator Invites
Get Company
List All Company Roles
List Completed Checklist Steps
List Procedure Acceptance
List All Procedures
List All Security Roles
List All Time Zones
List All Users
Add a New User to Way We Do when New Company Customer in Simpro
Use this flowComplete a Checklist Step in Way We Do when New Company Customer in Simpro
Use this flowAdd a Checklist Comment to Way We Do when New Company Customer in Simpro
Use this flowStart Checklist Instance in Way We Do when New Company Customer in Simpro
Use this flowFind a Checklist by Title in Way-we-do when New Company Customer in Simpro
Use this flowFind a Checklist Instance by ID in Way We Do when New Company Customer in Simpro
Use this flowFind a Checklist Instance by Title in Way We Do when New Company Customer in Simpro
Use this flowFind a Checklist Step by ID in Way-we-do when New Company Customer in Simpro
Use this flowFind a Procedure by Title in Way-we-do when New Company Customer in Simpro
Use this flowFind a Procedure or Checklist by ID in Way We Do when New Company Customer in Simpro
Use this flowSupported Triggers & Actions
Everything you can automate between Simpro and Way We Do.
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
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
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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About Simpro
Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.
Learn moreSimilar apps
About Way We Do
Way We Do is a cloud-based platform that helps businesses create, manage, and execute their standard operating procedures (SOPs) and policies. It enables organizations to streamline their processes, ensure compliance, and improve operational efficiency by providing a centralized location for all procedural documentation.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Simpro and Way We Do 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 Way We Do 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 Way We Do. No coding required.
Yes. You can set up a workflow where Simpro triggers actions in Way We Do, and a separate workflow where Way We Do 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 Way We Do. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Simpro and Way We Do integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
