Formidable Forms + Simpro

Formidable Forms + Simpro integrations

Create Simpro contacts from new Formidable Forms entries

Save time on manual data entry and ensure efficient customer management with this Formidable Forms and Simpro workflow. When a new entry is submitted in Formidable Forms, the information is directly added to Simpro as a contact. Keep your contacts up-to-date with this seamless automation, allowing you to focus on other tasks while maintaining an organized system.

When this happens...
New EntryTriggers when a new form is submitted.
TriggerInstant
automatically do this!
Create ContactCreates a new contact.
ActionWrite

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More things you can do with Formidable Forms and Simpro

Discover other triggers and actions you can use with Formidable Forms and Simpro

- Form
  Required
Trigger
Instant
Try It
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
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
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Job Updated
Triggers when a job is updated.
Trigger
Instant
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Quote Updated
Triggers when a quote is updated.
Trigger
Instant
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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 Name
  Required
- Family Name
- Email
- Work Phone
- Fax
- Cell Phone
- Department
- Position
- Notes
- Alt Phone
Action
Write
- Customer
  Required
- Site
  Required
- 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
- Customer
  Required
- Site
  Required
- Cost Center
  Required
- 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
- Name
  Required
- 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 Name
  Required
- Family Name
- Fax
- Department
- Position
- Notes
Action
Search or write
- ID
- Company Name
  Required
- 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

- Form
  Required
Trigger
Instant
Try It
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 Name
  Required
- 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 Name
  Required
- Family Name
  Required
- 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
- Customer
  Required
- Site
  Required
- Customer Contact
- Lead Name
- Additional Contacts
- Site Contact
- Description
- Notes
- Follow Up Date
- Tags
- Sales Person
- Project Manager
- Forecast Estimated Price
- Forecast Probability of Sale
- Forecast Expected Due Date Month
- Forecast Expected Due Date Year
- Status ID
- Cost Center
Action
Write
- Staff
  Required
- Date
- Start Time
  Required
- End Time
  Required
- Schedule Rate
  Required
- 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
- Name
  Required
- 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 Name
  Required
- Family Name
  Required
- 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

About Formidable Forms

Formidable Forms is a WordPress plugin that helps you create beautiful drag and drop forms with custom styling. You and your visitors can submit and edit entries and posts from the front-end of your site. When you have data, display it with graphs and custom views.

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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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Project Management

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Create individual Simpro customers from new Formidable Forms entries

Related Zap Templates

Create individual Simpro customers from new Formidable Forms entries