Linear + Simpro

Create new Linear projects from new quotes in Simpro

Streamline your project management process with this seamless workflow. Whenever a new quote arises in Simpro, it initiates the creation of a project within Linear. This automation ensures a swift translation of quotes into actionable projects, accelerating your business operations and enhancing efficiency.

When this happens...
New Quote
Triggers when a quote is created.
TriggerInstant
automatically do this!
Create Project
Create a new project in Linear
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
New Customer
Triggers when a new customer is created.
Trigger
Instant
Try It
- Creator
- Project
- Document ID
Trigger
Instant
Try It
- Creator
- Team
- Issue ID
Trigger
Instant
Try It
- Team
- Status
- Lead
- Initiative
Trigger
Instant
Try It
- Creator
- Project
- Team
Trigger
Instant
Try It
Updated Customer Need
Triggers when a customer request is updated.
Trigger
Instant
Try It
- TeamRequired
- Status
- Creator
- Assignee
- Priority
- Label
- Project
- Project Milestone
Trigger
Instant
Try It
- Creator
- Project
- Team
Trigger
Instant
Try It
- NameRequired
- Domains
- External IDs
- Revenue
- Size
- Tier ID
Action
Write
- IssueRequired
- URLRequired
- Title
Action
Write
- IssueRequired
- Comment BodyRequired
Action
Write
- IssueRequired
- LabelRequired
Action
Write
- Customer IDRequired
Action
Search
- Project ID or project slug IDRequired
Action
Search

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
New Customer Need
Triggers when a new customer request is created.
Trigger
Instant
Try It
- Creator
- Initiative
Trigger
Instant
Try It
- TeamRequired
- Status
- Creator
- Assignee
- Priority
- Label
- Project
- Project Milestone
Trigger
Instant
Try It
- Creator
- Project
Trigger
Instant
Try It
Updated Customer
Triggers when a customer is updated.
Trigger
Instant
Try It
- Creator
- Initiative
Trigger
Instant
Try It
- Team
- Status
- Lead
- Initiative
Trigger
Instant
Try It
- IssueRequired
- LabelRequired
Action
Write
- Customer ID
- External Customer ID
- Issue ID
- Attachment ID
- Attachment URL
- Body
- Priority
Action
Write
- NameRequired
- Summary
- Content
- Status
- TeamsRequired
- Members
- Lead
- Priority
Action
Write
- Template
- TeamRequired
- Description
- Parent Issue
- Status
- Assignee
- Subscriber emails
- Priority
- Estimate
- Labels
- Project
- Project Milestone
- Due Date
Action
Write
- Issue IDRequired
- Team
- Title
- Description
- Parent Issue
- Status
- Assignee
- Priority
- Estimate
- Labels
- Project
- Project Milestone
- Due Date
Action
Write
- Issue ID or identifierRequired
Action
Search

About Linear

Linear helps you manage software development processes.

Learn more

Related categories

Team Collaboration

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

Linear + Simpro

Create new Linear projects from new quotes in Simpro

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

New Customer

New Document Comment

New Issue Comment

New Project

New Project Update

Updated Customer Need

Updated Issue

Updated Project Update

Create Customer

Create Issue Attachment

Create Comment

Remove Label From Issue

Find Customer by ID

Find Project by ID

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

New Customer Need

New Initiative Update

New Issue

New Project Update Comment

Updated Customer

Updated Initiative Update

Updated Project

Add Label to Issue

Create Customer Need

Create Project

Create Issue

Update Issue

Find Issue by ID

About Linear

Related categories

About Simpro

Related categories