Connect Yellow.ai and Simpro
Integrate Yellow.ai with Simpro to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Simpro when New Template Created in Yellow.ai
Create Company Customer in Simpro when New Template Created in Yellow.ai
Create Individual Customer in Simpro when New Template Created in Yellow.ai
Create Service Job in Simpro when New Template Created in Yellow.ai
Create Or Update User in Yellow.ai when New Company Customer in Simpro
Popular Yellow.ai + Simpro flows
Start from a real workflow other teams are already running.
Choose a trigger
Yellow.ai
When this happens...
New Template Created
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 Template Created in Yellow.ai
Use this flowCreate Company Customer in Simpro when New Template Created in Yellow.ai
Use this flowCreate Individual Customer in Simpro when New Template Created in Yellow.ai
Use this flowCreate Service Job in Simpro when New Template Created in Yellow.ai
Use this flowCreate Or Update User in Yellow.ai when New Company Customer in Simpro
Use this flowGet Outbound Templates from Yellow.ai when New Company Customer in Simpro
Use this flowGet User from Yellow.ai when New Company Customer in Simpro
Use this flowCreate Or Update User in Yellow.ai when Company Customer Updated in Simpro
Use this flowGet User from Yellow.ai when Company Customer Updated in Simpro
Use this flowCreate Or Update User in Yellow.ai when New Individual Customer in Simpro
Use this flowSupported Triggers & Actions
Everything you can automate between Yellow.ai and Simpro.
When this happensTriggers
A trigger is an event that starts a workflow.
New Template Created
Runs when new template created
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
Individual Customer Updated
Triggers when a new individual customer is updated
New Job
Triggers when a new job is created
Do thisActions
Action is the task that follows automatically within your Yellow.ai integrations.
Create Or Update User
Create or update user profile
Get Outbound Templates
Get active outbound templates
Get User
Get all details of a specific user.
Create Contact
Creates a new contact
Create Company Customer
Creates a new company customer
Create Individual Customer
Creates a new individual customer
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 Yellow.ai
Yellow.ai is a leading AI-powered platform that specializes in automating customer interactions across various channels. It leverages advanced artificial intelligence to provide seamless and personalized customer experiences, enhancing engagement and satisfaction. The platform is designed to cater to businesses looking to optimize their customer support, marketing, and sales processes through intelligent automation.
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 Yellow.ai 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 Yellow.ai 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 Yellow.ai triggers actions in Simpro, and a separate workflow where Simpro triggers actions in Yellow.ai. 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 Yellow.ai and Simpro. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Yellow.ai 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.
