
When this happens...

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.
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
Triggers when a job is updated
Action is the task that follows automatically within your VATSense integrations.
Check if a VAT number is valid and return its registration details
Convert an amount to another currency
Get the available countries for VAT settings
Get the latest currency conversion rates.
Create a new invoice with line items, VAT rates, currency, and notes.
Add one or more items to an existing invoice.

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To start, connect both your VATSense and Simpro accounts to viaSocket. Once connected, you can set up a workflow where an event in VATSense triggers actions in Simpro (or vice versa).
Absolutely. You can customize how VATSense 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 VATSense 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 VATSense 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.
VATSense is a comprehensive platform designed to streamline and enhance your VAT management processes. With advanced tools for tracking, calculating, and reporting VAT, it ensures compliance and efficiency for businesses of all sizes.
Learn MoreSimpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.
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