
When this happens...
Column Update Event
New Row Created
Record Updated
Record Deleted

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
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a value in a selected table column is updated.
Runs when new row is added to your table
Runs when an existing record is updated in your table.
Runs when an existing record is deleted in your table.
Triggers when a new company customer is created
Triggers when a new customer is updated
Action is the task that follows automatically within your viaSocket Table integrations.
Add a new row to the selected table using the provided fields and optional attachments.
Update fields on a specific table row.
Remove one or more rows from the selected table using comma-separated row IDs.
Return rows from a selected table — filter, limit, sort, and choose which fields to show.
Retrieves a list of all columns from a specified table.
Retrieve every row from the selected table.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.

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To start, connect both your viaSocket Table and Simpro accounts to viaSocket. Once connected, you can set up a workflow where an event in viaSocket Table triggers actions in Simpro (or vice versa).
Absolutely. You can customize how viaSocket Table 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 viaSocket Table 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 viaSocket Table 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.
Dbdash is a comprehensive dashboard application designed to provide insights and analytics for your database. It enables users to visualize data and track key performance indicators effectively.
Learn MoreSimpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.
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