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Zapier makes it easy to integrate Simpro with PDF.co - no code necessary. See how you can get setup in minutes.
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Simpro
Simpro
1. Choose trigger event
PDF.co
PDF.co
2. Choose action
1. Select the event
Setup
Test
Simpro
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Company Customer" from Simpro.
Add your action
An action happens after the trigger—such as "Add Barcode to PDF" in PDF.co.
You’re connected!
Zapier seamlessly connects Simpro and PDF.co, 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
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
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
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
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Staff
Required
Date
Start Time
Required
End Time
Required
Schedule Rate
Required
Notes
Locked
Type
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Job
Required
Customer
Site
Customer Contract
Customer Contact
Additional Contacts
Site Contact
Order Number
Request Number
Name
Description
Notes
Date Issued
Due Date
Due Time
Completed Date
Tags
Salesperson
Project Manager
Technician
Stage
Status
Response Time
Auto Adjust Status
STCs Eligible
VEECs Eligible
STC Value
VEEC Value
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
ID
Order No
Name
Action
This is an event a Zap performs.
Search
Find existing data in your app
ID
Name
Address
City
State
Postal Code
Country
Action
This is an event a Zap performs.
Search
Find existing data in your app
ID
Phone
Cell Phone
Alt Phone
Email
Action
This is an event a Zap performs.
Search
Find existing data in your app
ID
Email
Work Phone
Cell Phone
Alt Phone
Title
Given Name
Required
Family Name
Fax
Department
Position
Notes
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
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
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
Barcode Value
Required
Barcode Type
Required
Source File URL (optional)
X Coordinate
Required
Y Coordinate
Required
Pages (optional)
Custom Profiles
Advanced Options
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Source File URL
Required
Image URL
Required
X Coordinate
Required
Y Coordinate
Required
Width
Height
Pages
Advanced Options
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Message
Source File URL
Required
Custom Fields
Line Item Structure
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Source File URL
Required
Barcode Type to Read (optional)
Pages (optional)
Custom Profiles (optional)
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Output Format
Required
Source File URL
Required
Page Selection (optional)
File Name (optional)
OCR Language for Scanned Documents (optional)
Extraction Region (optional)
Enable Line Grouping (optional)
Unwrap (optional)
Define Custom Profiles (optional)
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Source File URL
Required
Custom Classification Rules (optional)
CSV Rules URL (optional)
Enable Case Sensitive Custom Rules (optional)
Custom Profiles (optional)
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Message
Sender Email
Required
Recipient Email
Required
Email Subject
Required
SMTP Server
Required
SMTP Server Port
Required
SMTP Username
Required
SMTP Password
Required
CC (optional)
BCC (optional)
Email Body (Plain Text) (optional)
Email Body (HTML) (optional)
Attachment URLs (optional)
Custom Profiles (optional)
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Input Type
Required
Page Orientation (optional)
Page Size (optional)
Custom Page Size (optional)
Custom Margins (optional)
Render Page Background (optional)
Media Type (optional)
Do not wait until full page load (optional)
File Name (optional)
Custom Profiles (optional)
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Source File URL
Required
Automatically Convert Non-PDF Files (optional)
File Name (optional)
Custom Profiles (optional)
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Source File URL
Required
File Name (optional)
Custom Profiles (optional)
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Source File URL
Required
Custom Profiles (optional)
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Source File URL
Required
Deletion Mode
Custom Profiles (optional)
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Source File URL
Required
Text to Locate
Required
Replacement Image URL
Required
Pages (optional)
Enable Regular Expressions (optional)
Case-Sensitive Search (optional)
Custom Profiles (optional)
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Source File URL
Required
Page Numbers/Ranges
Required
File Name (optional)
Custom Profiles (optional)
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Source File URL
Required
Text Search String
Required
Enable Case-Sensitive Search (optional)
Enable Regular Expression Search (optional)
Exclude Pages with Identified Text (optional)
OCR Language (optional)
File Name (optional)
Custom Profiles (optional)
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
For AI agents & developers
Use Simpro and PDF.co with AI agents and code
Beyond Zap workflows. Call Simpro and PDF.co 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 Simpro and PDF.co actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Attach File to Job
Add Barcode to PDF
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
Connect Simpro and PDF.co to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Create more impactful campaigns with automation
Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Learn how to automate PDF.co on the Zapier blog
Make work flow with AI
Level up your Simpro to PDF.co integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
PDF.co is a set of tools for PDF file and data extraction. Get CSV out of pdf, spreadshets, barcodes, invoices. Also can split pdf, merge pdf, convert pdf.
