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Zapier makes it easy to integrate Microsoft Teams with Simpro - no code necessary. See how you can get setup in minutes.
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Microsoft Teams
Microsoft Teams
1. Choose trigger event
Simpro
Simpro
2. Choose action
1. Select the event
Setup
Test
Microsoft Teams
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Channel" from Microsoft Teams.
Add your action
An action happens after the trigger—such as "Attach File to Job" in Simpro.
You’re connected!
Zapier seamlessly connects Microsoft Teams and Simpro, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Create a new record or update an existing record in your app.
Title
Given Name
Required
Family Name
Email
Work Phone
Fax
Cell Phone
Department
Position
Notes
Alt Phone
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Customer
Required
Site
Required
Cost Center
Customer Contact
Additional Contacts
Site Contact
Order Number
Name
Description
Notes
Date Issued
Due Date
Due Time
Tags
Salesperson
Project Manager
Technician
Stage
Status
Response Time
Auto Adjust Status
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
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
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
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
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
ID
Email
WorkPhone
CellPhone
AltPhone
Action
This is an event a Zap performs.
Search
Find existing data in your app
ID
Staff
Date
Type
Action
This is an event a Zap performs.
Search
Find existing data in your app
ID
Company Name
Phone
Alt Phone
Email
EIN
Website
Fax
Company Number
Action
This is an event a Zap performs.
Search
Find existing data in your app
ID
Order Number
Name
Action
This is an event a Zap performs.
Search
Find existing data in your app
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
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
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
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Microsoft Teams and Simpro with AI agents and code
Beyond Zap workflows. Call Microsoft Teams and Simpro actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Microsoft Teams and Simpro actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Create Channel
Attach File to Job
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers who say using Zapier has made them better at their job
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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
Practical ways you can use Microsoft Teams and Simpro
Update Teams when new Simpro quotes are created
Zapier sends a message to a designated Microsoft Teams channel whenever a new quote is created in Simpro. This ensures business owners stay informed about potential deals and quotes created in real time without manually checking on Simpro.
Notify the team of job updates from Simpro in Teams
Zapier sends a notification to a designated Microsoft Teams channel when a job is updated in Simpro. This keeps project managers and team members aligned without the need to manually communicate every change or monitor job statuses.
Learn how to automate Microsoft Teams on the Zapier blog
Make work flow with AI
Level up your Microsoft Teams to Simpro integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Microsoft Teams + Simpro integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Teams and Simpro
How can I initiate integration between Microsoft Teams and Simpro?
To begin integrating Microsoft Teams with Simpro, you need to create a connection using our platform by specifying the desired triggers in Simpro and corresponding actions in Microsoft Teams, or vice versa. This process is straightforward once you have both accounts linked to our system.
What are the common triggers for this integration?
Common triggers for integrating Microsoft Teams with Simpro include job status updates, new quote creation in Simpro, or any key project milestones achieved. These triggers can then initiate actions within Microsoft Teams such as sending notifications or messages to a specific channel.
Can I customize which Simpro events trigger actions in Microsoft Teams?
Yes, our platform allows you to fully customize which events in Simpro should trigger specific actions in Microsoft Teams. You can select from various events like new job assignments or changes in project phases and decide what action they initiate, such as sending updates or alerts.
How are notifications handled between the two platforms?
Notifications from Simpro can be configured to directly post as messages into selected channels of your choice within Microsoft Teams. This ensures real-time communication and constant updates on project status without having to leave the chat application.
Are there any limitations on the types of data that can be shared?
There may be some limitations based on our platform's current integration capabilities. Generally, transactional data such as job details and quotes are easily shared between systems; however, highly confidential or sensitive data may require additional security considerations.
What happens if an error occurs during the integration process?
We monitor integrations for errors continuously. If an error arises during the process, you'll receive a notification detailing the issue. Our support team is also available to assist with resolving any problems promptly.
How often is the information synced between Microsoft Teams and Simpro?
The syncing frequency depends on how you configure your triggers and actions through our platform. Typically, data synchronization occurs immediately when an event you've selected as a trigger happens, ensuring timely updates across both systems.
About Microsoft Teams
Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.
