
When this happens...
New or Updated Skyvern Workflow

Automatically do this!
Create Contact
Create Company Customer
Create Individual Customer
Create Service Job
Find Job
Find Schedule
Find Quote
Find Company Customer
Create Schedule
Find Contact
Find Individual Customer
List Contact
List Customers
List Employees
List Sites
List Jobs
List All Quotes
List all Invoices
List All Customer Payments
List All Recurring Invoices
List All Customer Groups
List All Customer Profiles
List All Labor Rates
List All Schedule Rates
List All Service Fees
When this happensTriggers
A trigger is an event that starts a workflow.
Fetch Skyvern workflows created or updated within the specified recent time window and return them newest first.
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
Action is the task that follows automatically within your Skyvern integrations.
Launch a Skyvern workflow run using a workflow ID and optional title, proxy location, webhook, and browser address. Returns the run ID, status, and a link to view the run.
Create and start a Skyvern task for a URL and prompt, then return the task ID, initial status, and task link.
Fetch the full details of a specific task by its Task ID.
Creates a new browser session and optionally sets timeout, proxy location, browser type, and extensions.
Creates a new folder in Skyvern to organize your files and projects.
Creates a new contact

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To start, connect both your Skyvern and Simpro accounts to viaSocket. Once connected, you can set up a workflow where an event in Skyvern triggers actions in Simpro (or vice versa).
Absolutely. You can customize how Skyvern data is recorded in Simpro. This includes choosing which data fields go into which fields of Simpro, setting up custom formats, and filtering out unwanted information.
The data sync between Skyvern and Simpro 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 Skyvern and Simpro. 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.
Skyvern is a cutting-edge platform designed to revolutionize the way businesses manage their operations and enhance productivity. With a focus on seamless integration and user-friendly interfaces, Skyvern offers a suite of tools that cater to various business needs, from project management to team collaboration. Its robust features are tailored to streamline workflows, improve communication, and drive efficiency across teams.
Learn MoreSimpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.
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