Connect Swit and Simpro to Build Intelligent Automations
Choose a Trigger
When this happens...
New Idea Posted
New Message Arrives
New Comment Is Posted to a Task
Choose an Action
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
Ready to use Swit and Simpro automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Idea Posted
Runs when a new idea is posted in a specific channel.
New Message Arrives
Runs when new message arrives in the selected channel.
New Comment Is Posted to a Task
Runs when new comment is posted to a task
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
Do thisActions
Action is the task that follows automatically within your Swit integrations.
Create Channel
Creates a new channel in the selected workspace.
Post Idea
Post an idea to a chosen channel.
Post Message
Post a plain-text message to a selected channel.
Create Project
Create a project in the selected workspace.
Create Task
Create a new task in a selected project.
Add Comment To Task
Posts a comment to a selected task.
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Frequently Asked Questions
To start, connect both your Swit and Simpro accounts to viaSocket. Once connected, you can set up a workflow where an event in Swit triggers actions in Simpro (or vice versa).
Absolutely. You can customize how Swit 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 Swit 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 Swit 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.
About Swit
Swit is one work suite for Chat and Project Management. With Swit, you can replace other team collaboration tools.
Learn MoreAbout Simpro
Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.
Learn More
