Connect webCRM and Simpro
Integrate webCRM with Simpro to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Simpro when New Activity Is Created in webCRM
Create Company Customer in Simpro when New Activity Is Created in webCRM
Create Individual Customer in Simpro when New Activity Is Created in webCRM
Create Service Job in Simpro when New Activity Is Created in webCRM
Find Job in Simpro when New Activity Is Created in webCRM
Popular webCRM + Simpro flows
Start from a real workflow other teams are already running.
Choose a trigger
webCRM
When this happens...
New Activity Is Created
New Delivery
New Document Created
New Opportunity Created
New Organization
New Person Created
New Product Created
New Support Case
Activity Updated
Opportunity Updated
Organisation Updated
Person Is Updated
Product Updated
Support Case Updated
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 Contact in Simpro when New Activity Is Created in webCRM
Use this flowCreate Company Customer in Simpro when New Activity Is Created in webCRM
Use this flowCreate Individual Customer in Simpro when New Activity Is Created in webCRM
Use this flowCreate Service Job in Simpro when New Activity Is Created in webCRM
Use this flowFind Job in Simpro when New Activity Is Created in webCRM
Use this flowFind Schedule in Simpro when New Activity Is Created in webCRM
Use this flowFind Quote in Simpro when New Activity Is Created in webCRM
Use this flowFind Company Customer in Simpro when New Activity Is Created in webCRM
Use this flowCreate Schedule in Simpro when New Activity Is Created in webCRM
Use this flowFind Contact in Simpro when New Activity Is Created in webCRM
Use this flowSupported Triggers & Actions
Everything you can automate between webCRM and Simpro.
When this happensTriggers
A trigger is an event that starts a workflow.
New Activity Is Created
Runs when new activity is created
New Delivery
Runs when a new delivery is created.
New Document Created
Runs when new document is created
New Opportunity Created
Runs when new opportunity is created.
New Organization
Triggers when a new organization is created.
New Person Created
Runs when a new person is created
Do thisActions
Action is the task that follows automatically within your webCRM integrations.
Create Activity
Creates a new activity with a date, assignee, description, and optional links to an organisation, person, campaign, or opportunity.
List All Activities
Retrieves the list of all activities
List All Campaigns
Retrieves the list of all campaigns
List All Documents
Retrieves the list of all documents
List All Events
Retrieves the list of all events
List All Meetings
Retrieves the list of all meetings
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 Simpro
Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your webCRM 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 webCRM 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 webCRM triggers actions in Simpro, and a separate workflow where Simpro triggers actions in webCRM. 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 webCRM and Simpro. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire webCRM 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.
