Connect Unify and Simpro
Integrate Unify with Simpro to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Unify + Simpro flows
Start from a real workflow other teams are already running.
Choose a trigger
Unify
When this happens...
New Assistant
New Queries
New Interface
Interface Checkpoint Created
New Tab
New Tile
Choose an action
Simpro
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
Create Company Customer in Simpro when New Assistant in Unify
Use this flowFind Individual Customer in Simpro when New Tab
Use this flowList All Service Fees from Simpro when New Tile
Use this flowList All Customer Groups from Simpro when New Queries in Unify
Use this flowList all Invoices from Simpro when New Interface in Unify
Use this flowFind Job in Simpro when New Tab
Use this flowList Contact from Simpro when New Queries in Unify
Use this flowFind Job in Simpro when New Interface in Unify
Use this flowFind Job in Simpro when New Queries in Unify
Use this flowFind Contact in Simpro when New Assistant in Unify
Use this flowSupported Triggers & Actions
Everything you can automate between Unify and Simpro.
When this happensTriggers
A trigger is an event that starts a workflow.
New Assistant
Triggers when a new assistant is created.
New Queries
Triggers when a new query is created.
New Interface
Triggers when a new interface is created in a specific project.
Interface Checkpoint Created
Triggers when a interface checkpoint is created.
New Tab
Triggers when a new tab is created in a specific interface.
New Tile
Triggers when a new tile is created in a specific tab.
Do thisActions
Action is the task that follows automatically within your Unify integrations.
Create Assistant
Create a new assistant.
Update an Assistant
Update assistant configuration.
Delete an Assistant
Delete an assistant.
Create Project
Create a new Project.
Rename Project
Rename a Project.
Creates Context
Creates a new context within a project.
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 Unify
Unify is a cutting-edge platform that leverages artificial intelligence to streamline and enhance various business processes. It offers tools and solutions that integrate AI capabilities into existing workflows, enabling businesses to optimize operations, improve decision-making, and drive innovation.
Learn more
About Simpro
Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Unify and Simpro 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 Unify and Simpro 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 Simpro. No coding required.
Yes. You can set up a workflow where Unify triggers actions in Simpro, and a separate workflow where Simpro triggers actions in Unify. 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 Unify and Simpro. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Unify and Simpro integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
