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monday.com + Simpro

monday.com + Simpro

monday.com + Simpro integrations

Create new Simpro customers from new items in your monday.com board

Streamline your workflow between monday.com and Simpro seamlessly. Every time a new item is added in your monday.com board, it initiates a parallel task in Simpro to create an individual customer entry. This workflow ensures all new board items in monday.com are promptly accounted for in Simpro, bolstering efficiency and reducing the chance of omissions. Repurpose your time toward other priority tasks.

  1. When this happens...
    New Item in Board
    New Item in Board
    New Item in BoardTriggers when an item is created in a specific board.
  2. automatically do this!
    Create Individual Customer
    Create Individual Customer
    Create Individual CustomerCreates a new individual customer.
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More things you can do with monday.com and Simpro

Discover other triggers and actions you can use with monday.com and Simpro

    • Board ID
      Required
    Trigger
    Instant
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    • Board ID
      Required
    • Group Names to trigger on
    Trigger
    Instant
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    • Board ID
      Required
    Trigger
    Instant
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    • Board ID
      Required
    • Column ID
      Required
    Trigger
    Instant
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    • Item_created_in_board_copy
    • Board ID
      Required
    Trigger
    Instant
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    • Board ID
      Required
    • Column IDs
      Required
    Trigger
    Instant
    Try It
    • Board ID
      Required
    • Column ID
      Required
    Trigger
    Instant
    Try It
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About monday.com
monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
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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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