AI by Zapier + Simpro

Analyze and return data in AI by Zapier when updated jobs occur in Simpro

When a job is updated in Simpro, this automation will instantly send the updated data to AI by Zapier for analysis. This allows for efficient and prompt data interpretation from your Simpro task modifications, offering actionable insights for your business improvement. This streamlined workflow not only saves time but also ensures you can promptly react to changes, enhancing overall efficiency.

When this happens...
Job Updated
Triggers when a job is updated.
TriggerInstant
automatically do this!
Analyze and Return Data
Extract data, analyze information, generate content — and more
ActionWrite

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Supported triggers and actions

New Company Customer
Triggers when a company customer is created.
Trigger
Instant
Try It
New Individual Customer
Triggers when an individual customer is created.
Trigger
Instant
Try It
New Job
Triggers when a job is created.
Trigger
Instant
Try It
New Quote
Triggers when a quote is created.
Trigger
Instant
Try It
New Schedule
Triggers when a job, lead, quote or activity schedule is created.
Trigger
Instant
Try It

New Site
Triggers when a site is created.
Trigger
Instant
Try It
- Company NameRequired
- Preferred Techs
- Phone
- Do Not Call
- Alt Phone
- Address
- City
- State
- Postal Code
- Country
- Address
- City
- State
- Postal Code
- Country
- Customer Type
- Tags
- Part Tax Code
- Discount Fee
- Notes
- Customer Profile
- Customer Group
- Account Manager
- Currency
- Account Name
- Routing No
- Account No
- Payment Method
- Credit Limit
- On Stop
- Vendor Order No Required
- Archived
- Sites
- Email
- EIN
- Website
- Fax
- Company Number
Action
Write

- Title
- Given NameRequired
- Family NameRequired
- Preferred Techs
- Phone
- Do Not Call
- Alt Phone
- Address
- City
- State
- Postal Code
- Country
- Address
- City
- State
- Postal Code
- Country
- Customer Type
- Tags
- Part Tax Code
- Discount Fee
- Notes
- Customer Profile
- Customer Group
- Account Manager
- Currency
- Account Name
- Routing No
- Account No
- Payment Method
- Credit Limit
- On Stop
- Vendor Order No Required
- Archived
- Sites
- Email
- Cell Phone
Action
Write
- CustomerRequired
- SiteRequired
- Cost CenterRequired
- Customer Contact
- Additional Contacts
- Site Contact
- Description
- Notes
- Salesperson
- Project Manager
- Technicians
- Date Issued
- Due Date
- Validity Days
- Order No
- Name
- Stage
- Year
- Month
- Percent
- Status
- Tags
- Auto Adjust Status
- Catalog
- Billable Status
- Estimated Time
- Fit Time
- Base Price
- Markup
- Sales Tax Code
- Sell Price
- Quantity
- Income Account
- Type
- Rate
- Markup
- Sales Tax Code
- Time (Hours)
- Income Account
- Type
- Billable Status
- Description
- Estimated Cost
- Markup
- Estimated Time
- Sales Tax Code
- Actual Cost
- Actual Cost Date
- Sell Price
- Quantity
- Income Account
- Prebuild
- Billable Status
- Estimated Time
- Fit Time
- Base Price
- Markup
- Sales Tax Code
- Sell Price
- Quantity
- Income Account
- Service Fee
- Billable Status
- Fit Time
- Base Price
- Markup
- Sales Tax Code
- Sell Price
- Income Account
Action
Write
- NameRequired
- Address
- City
- State
- Postal Code
- Country
- Address
- City
- State
- Postal Code
- Billing Contact
- Contact
- Title
- Given Name
- Family Name
- Email
- Work Phone
- Cell Phone
- Fax
- Position
- Preferred Notification Method
- Public Notes
- Private Notes
- Zone
- Preferred Technicians
- Customers
- STC Zone
- VEEC Zone
Action
Write
- ID
- Order No
- Name
Action
Search
- ID
- Name
- Address
- City
- State
- Postal Code
- Country
Action
Search
- ID
- Phone
- Cell Phone
- Alt Phone
- Email
Action
Search
- ID
- Email
- Work Phone
- Cell Phone
- Alt Phone
- Title
- Given NameRequired
- Family Name
- Fax
- Department
- Position
- Notes
Action
Search or write
- ID
- Company NameRequired
- Phone
- Alt Phone
- Email
- EIN
- Website
- Fax
- Company Number
- Preferred Techs
- Do Not Call
- Address
- City
- State
- Postal Code
- Country
- Address
- City
- State
- Postal Code
- Country
- Customer Type
- Tags
- Part Tax Code
- Discount Fee
- Notes
- Customer Profile
- Customer Group
- Account Manager
- Currency
- Account Name
- Routing No
- Account No
- Payment Method
- Credit Limit
- On Stop
- Vendor Order No Required
- Archived
- Sites
Action
Search or write
- URL to Extract Content FromRequired
Action
Write
- URLs to Search AcrossRequired
- What to Search ForRequired
- Number of Results
Action
Write

Company Customer Updated
Triggers when a company customer is updated.
Trigger
Instant
Try It
Individual Customer Updated
Triggers when an individual customer is updated.
Trigger
Instant
Try It
Job Updated
Triggers when a job is updated.
Trigger
Instant
Try It
Quote Updated
Triggers when a quote is updated.
Trigger
Instant
Try It
Schedule Updated
Triggers when a job, lead, quote or activity schedule is updated.
Trigger
Instant
Try It
Site Updated
Triggers when a site is updated.
Trigger
Instant
Try It
- Title
- Given NameRequired
- Family Name
- Email
- Work Phone
- Fax
- Cell Phone
- Department
- Position
- Notes
- Alt Phone
Action
Write
- CustomerRequired
- SiteRequired
- Cost Center
- Customer Contact
- Additional Contacts
- Site Contact
- Order No
- Name
- Description
- Notes
- Date Issued
- Due Date
- Due Time
- Tags
- Salesperson
- Project Manager
- Technician
- Stage
- Status
- Response Time
- Auto Adjust Status
Action
Write
- StaffRequired
- Date
- Start TimeRequired
- End TimeRequired
- Schedule RateRequired
- Notes
- Locked
- Type
Action
Write
- ID
- Email
- WorkPhone
- CellPhone
- AltPhone
Action
Search
- ID
- Staff
- Date
- Type
Action
Search
- ID
- Company Name
- Phone
- Alt Phone
- Email
- EIN
- Website
- Fax
- Company Number
Action
Search
- ID
- Order No
- Name
Action
Search
- ID
- NameRequired
- Address
- City
- State
- Postal Code
- Country
- Address
- City
- State
- Postal Code
- Billing Contact
- Contact
- Title
- Given Name
- Family Name
- Email
- Work Phone
- Cell Phone
- Fax
- Position
- Preferred Notification Method
- Public Notes
- Private Notes
- Zone
- Preferred Technicians
- Customers
- STC Zone
- VEEC Zone
Action
Search or write
- ID
- Phone
- Cell Phone
- Alt Phone
- Email
- Title
- Given NameRequired
- Family NameRequired
- Preferred Techs
- Do Not Call
- Address
- City
- State
- Postal Code
- Country
- Address
- City
- State
- Postal Code
- Country
- Customer Type
- Tags
- Part Tax Code
- Discount Fee
- Notes
- Customer Profile
- Customer Group
- Account Manager
- Currency
- Account Name
- Routing No
- Account No
- Payment Method
- Credit Limit
- On Stop
- Vendor Order No Required
- Archived
- Sites
Action
Search or write
- ProviderRequired
- AuthenticationRequired
- ModelRequired
- PromptRequired
- Input fields
- Knowledge Sources
- Output fields
- Return as an array of objects?
Action
Write

About AI by Zapier

Smart task and text handling powered by a flexible AI. Create text prompts to perform standard tasks like extracting lead (or other) data or answer discrete questions like "where should this message be routed?". Or, create your own!

Learn more

Related categories

AI Assistants

About Simpro

Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.

Learn more

Related categories

Project Management

AI by Zapier + Simpro

Analyze and return data in AI by Zapier when updated jobs occur in Simpro

Supported triggers and actions

New Company Customer

New Individual Customer

New Job

New Quote

New Schedule

New Site

Create Company Customer

Create Individual Customer

Create Service Quote

Create Site

Find Quote

Find Site

Find Individual Customer

Find or Create Contact

Find or Create Company Customer

Extract Content From URL (Beta)

Search Content Across URLs (Beta)

Company Customer Updated

Individual Customer Updated

Job Updated

Quote Updated

Schedule Updated

Site Updated

Create Contact

Create Service Job

Create Schedule Block(s)

Find Contact

Find Schedule

Find Company Customer

Find Job

Find or Create Site

Find or Create Individual Customer

Analyze and Return Data

About AI by Zapier

Related categories

About Simpro

Related categories