Plumsail Documents + Simpro Integrations
How to connect Plumsail Documents + Simpro
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New Company Customer
Triggers when a company customer is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Individual Customer
Triggers when an individual customer is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Job
Triggers when a job is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Quote
Triggers when a quote is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Schedule
Triggers when a job, lead, quote or activity schedule is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Site
Triggers when a site is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company NameRequired
Preferred Techs
ID of a staff
Phone
Do Not Call
Do not contact through phone
Alt Phone
Alternative telephone number
Address
City
State
Postal Code
Country
Address
City
State
Postal Code
Country
Customer Type
Whether this is a customer or a lead
Tags
ID of a customer tag
Part Tax Code
ID of a tax code
Discount Fee
Discount/fee percentage. Positive number is a discount, negative number is a fee
Notes
Private notes about the customer
Customer Profile
ID of a customer profile
Customer Group
ID of a customer group
Account Manager
ID of an employee
Currency
ID of a currency
Account Name
Routing No
BSB / Routing number
Account No
Payment Method
ID of a payment method
Credit Limit
On Stop
Whether the credit in on stop
Vendor Order No Required
Whether a purchase order number is required
Archived
Whether this customer is archived
Sites
ID of a site
Email
EIN
EIN / ABN / GST No / Vat Reg No
Website
Fax
Company Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Title
Given NameRequired
Given name / First name (Individual customers)
Family NameRequired
Family name / Last name (Individual customers)
Preferred Techs
ID of a staff
Phone
Do Not Call
Do not contact through phone
Alt Phone
Alternative telephone number
Address
City
State
Postal Code
Country
Address
City
State
Postal Code
Country
Customer Type
Whether this is a customer or a lead
Tags
ID of a customer tag
Part Tax Code
ID of a tax code
Discount Fee
Discount/fee percentage. Positive number is a discount, negative number is a fee
Notes
Private notes about the customer
Customer Profile
ID of a customer profile
Customer Group
ID of a customer group
Account Manager
ID of a employee
Currency
ID of a currency
Account Name
Routing No
BSB / Routing number
Account No
Payment Method
ID of a payment method
Credit Limit
On Stop
Whether the credit in on stop
Vendor Order No Required
Whether a purchase order number is required
Archived
Whether this customer is archived
Sites
ID of a site
Email
Cell Phone
Cell phone / Mobile phone number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
ID of a customer.
SiteRequired
ID of a site. Please choose a customer first.
Cost CenterRequired
ID of a cost center
Customer Contact
ID of a contact. Please choose a customer first.
Additional Contacts
Customer contact ID. Please choose a customer first.
Site Contact
ID of a contact. Please choose a site first.
Description
Notes
Salesperson
ID of a staff.
Project Manager
ID of a staff.
Technicians
Staff ID.
Date Issued
Format (YYYY-MM-DD)
Due Date
Required when Mandatory Due Date setting for quotes is turned on in simPRO's system setup defaults.
Validity Days
Order No
Name
Stage
Year
Month
Percent
An integer between 0 and 100
Status
ID of a project status code.
Tags
ID of a project tag.
Auto Adjust Status
Set this to false if you would like to set status manually.
Catalog
ID of a Catalog Item
Billable Status
Estimated Time
The value should be in minutes
Fit Time
ID of a Fit Time
Base Price
Markup
Specify the markup of this item. If you specify this, the sell price will automatically be calculated.
Sales Tax Code
ID of a Tax Code
Sell Price
Specify the sell price (Excluding Tax) of this item. If you specify this, the markup will automatically be calculated.
Quantity
Required when providing Catalog Items and vice versa.
Income Account
ID of an income account.
Type
Rate
Markup
Sales Tax Code
ID of a tax code.
Time (Hours)
Time is required if providing Labor Items and vice versa.
Income Account
ID of an income account.
Type
Billable Status
Description
Estimated Cost
The estimated cost of this item, before markup is applied.
Markup
Specify the markup of this item. If you specify this, the sell price will automatically be calculated.
Estimated Time
The value should be in minutes
Sales Tax Code
ID of a tax code.
Actual Cost
Actual Cost Date
Format (YYYY-MM-DD)
Sell Price
Specify the sell price (Excluding Tax) of this item. If you specify this, the markup will automatically be calculated.
Quantity
Income Account
ID of an income account.
Prebuild
Billable Status
Estimated Time
The value should be in minutes
Fit Time
ID of a fit time
Base Price
Markup
Specify the markup of this item. If you specify this, the sell price will automatically be calculated.
Sales Tax Code
ID of a tax code.
Sell Price
Specify the sell price (Excluding Tax) of this item. If you specify this, the markup will automatically be calculated.
Quantity
Income Account
ID of an income account.
Service Fee
ID of a service fee
Billable Status
Fit Time
ID of a fit time.
Base Price
Markup
Specify the markup of this item. If you specify this, the sell price will automatically be calculated.
Sales Tax Code
ID of a tax code.
Sell Price
Specify the sell price (Excluding Tax) of this item. If you specify this, the markup will automatically be calculated.
Income Account
ID of an income account.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Address
City
State
Postal Code
Country
Address
City
State
Postal Code
Billing Contact
Contact
ID of a contact, Other fields will be ignored when contact is provided.
Title
Given Name
Family Name
Email
Work Phone
Cell Phone
Fax
Position
Preferred Notification Method
Public Notes
Private Notes
Zone
ID of a zone
Preferred Technicians
ID of a preferred technicians.
Customers
ID of a customer
STC Zone
STC Zone number (Australia only)
VEEC Zone
VEEC Zone (Australia only)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID
When quote ID is provided, other search criteria will be ignored.
Order No
Name
ActionThis is an event a Zap performs.SearchFind existing data in your appID
When site ID is provided, other search criteria will be ignored.
Name
Address
Exact match for Address usually street number and name.
City
State
Postal Code
Country
ActionThis is an event a Zap performs.SearchFind existing data in your appID
When customer ID is provided, other search criteria will be ignored.
Phone
Cell Phone
Cell phone / Mobile phone number
Alt Phone
Alternative telephone number
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appID
When contact ID is provided, other search criteria will be ignored.
Email
Work Phone
Cell Phone
Cell phone / Mobile phone
Alt Phone
Alternate phone number, can also be home phone.
Title
Given NameRequired
Given name / First name
Family Name
Family name / Last name
Fax
Department
Position
Notes
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundID
When customer ID is provided, other search criteria will be ignored.
Company NameRequired
Phone
Alt Phone
Alternative telephone number
Email
EIN
EIN / ABN / GST No / Vat Reg No
Website
Fax
Company Number
Company Number (UK Only).
Preferred Techs
ID of a staff
Do Not Call
Do not contact through phone
Address
City
State
Postal Code
Country
Address
City
State
Postal Code
Country
Customer Type
Whether this is a customer or a lead
Tags
ID of a customer tag
Part Tax Code
ID of a tax code
Discount Fee
Discount/fee percentage. Positive number is a discount, negative number is a fee
Notes
Private notes about the customer
Customer Profile
ID of a customer profile
Customer Group
ID of a customer group
Account Manager
ID of an employee
Currency
ID of a currency
Account Name
Routing No
BSB / Routing number
Account No
Payment Method
ID of a payment method
Credit Limit
On Stop
Whether the credit in on stop
Vendor Order No Required
Whether a purchase order number is required
Archived
Whether this customer is archived
Sites
ID of a site
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Process NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company Customer Updated
Triggers when a company customer is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Individual Customer Updated
Triggers when an individual customer is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job Updated
Triggers when a job is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Quote Updated
Triggers when a quote is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Schedule Updated
Triggers when a job, lead, quote or activity schedule is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Site Updated
Triggers when a site is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Title
Given NameRequired
Given name / First name
Family Name
Family name / Last name
Email
Work Phone
Fax
Cell Phone
Cell phone / Mobile phone
Department
Position
Notes
Alt Phone
Alternate phone number, can also be home phone.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
ID of a customer
SiteRequired
ID of a site
Cost Center
ID of a cost center
Customer Contact
ID of a customer contact
Additional Contacts
ID of a customer contact
Site Contact
ID of a site contact
Order No
Name
Description
Notes
Date Issued
Date in YYYY-MM-DD format eg. 2018-05-13
Due Date
Date in YYYY-MM-DD format eg. 2018-05-13
Due Time
Time in HH:MM format eg. 23:59
Tags
ID of a project tag
Salesperson
ID of a staff
Project Manager
ID of a staff
Technician
ID of a staff
Stage
Jobs progress through stages: from pending, to in progress, to complete, to invoiced. Once a completed job has been fully invoiced, its status will be set to invoiced.
Status
ID of a project status code
Response Time
ID of a customer response time
Auto Adjust Status
Set this to false if you would like to set status manually.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.StaffRequired
Date
Date in YYYY-MM-DD format eg. 2018-05-13
Start TimeRequired
End TimeRequired
Schedule RateRequired
Notes
Locked
Set this to false if you would like to set status manually.
Type
Please wait for relevant fields to appear below, after selecting a schedule type.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID
When contact ID is provided, other search criteria will be ignored.
Email
WorkPhone
CellPhone
AltPhone
Alternative telephone number.
ActionThis is an event a Zap performs.SearchFind existing data in your appID
When schedule ID is provided, other search fields will be ignored.
Staff
Date
Date in YYYY-MM-DD format eg. 2018-05-13
Type
Please wait for relevant fields to appear below, after selecting a schedule type.
ActionThis is an event a Zap performs.SearchFind existing data in your appID
When customer ID is provided, other search criteria will be ignored.
Company Name
Phone
Alt Phone
Alternative telephone number
Email
EIN
EIN / ABN / GST No / Vat Reg No
Website
Fax
Company Number
Company Number (UK Only).
ActionThis is an event a Zap performs.SearchFind existing data in your appID
When job ID is provided, other search criteria will be ignored.
Order No
Name
ActionThis is an event a Zap performs.SearchFind existing data in your appID
When site ID is provided, other search criteria will be ignored.
NameRequired
Address
Exact match for Address usually street number and name.
City
State
Postal Code
Country
Address
City
State
Postal Code
Billing Contact
Contact
ID of a contact, Other fields will be ignored when contact is provided.
Title
Given Name
Family Name
Email
Work Phone
Cell Phone
Fax
Position
Preferred Notification Method
Public Notes
Private Notes
Zone
ID of a zone
Preferred Technicians
ID of a preferred technicians.
Customers
ID of a customer
STC Zone
STC Zone number (Australia only)
VEEC Zone
VEEC Zone (Australia only)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundID
When customer ID is provided, other search criteria will be ignored.
Phone
Cell Phone
Cell phone / Mobile phone number
Alt Phone
Alternative telephone number
Email
Title
Given NameRequired
Given name / First name (Individual customers)
Family NameRequired
Family name / Last name (Individual customers)
Preferred Techs
ID of a staff
Do Not Call
Do not contact through phone
Address
City
State
Postal Code
Country
Address
City
State
Postal Code
Country
Customer Type
Whether this is a customer or a lead
Tags
ID of a customer tag
Part Tax Code
ID of a tax code
Discount Fee
Discount/fee percentage. Positive number is a discount, negative number is a fee
Notes
Private notes about the customer
Customer Profile
ID of a customer profile
Customer Group
ID of a customer group
Account Manager
ID of a employee
Currency
ID of a currency
Account Name
Routing No
BSB / Routing number
Account No
Payment Method
ID of a payment method
Credit Limit
On Stop
Whether the credit in on stop
Vendor Order No Required
Whether a purchase order number is required
Archived
Whether this customer is archived
Sites
ID of a site
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
How Plumsail Documents + Simpro Integrations Work
- Step 1: Authenticate Plumsail Documents and Simpro.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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