Simplicate Integrations

Project Management

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Google Sheets

Google, Spreadsheets

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Developer Tools, Zapier

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Scheduling & Booking, Zapier

Slack

Team Chat

HubSpot

Marketing Automation

ActiveCampaign

Marketing Automation

Gmail

Email, Google

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Developer Tools, Zapier

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Documents, Zapier

Google Sheets

Google, Spreadsheets

Filter by Zapier

Developer Tools, Zapier

Schedule by Zapier

Scheduling & Booking, Zapier

Slack

Team Chat

HubSpot

Marketing Automation

Formatter by Zapier

Documents, Zapier

Google Sheets

Google, Spreadsheets

Filter by Zapier

Developer Tools, Zapier

Schedule by Zapier

Scheduling & Booking, Zapier

Slack

Team Chat

HubSpot

Marketing Automation

ActiveCampaign

Marketing Automation

Gmail

Email, Google

Paths by Zapier

Developer Tools, Zapier

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Quickly automate Simplicate integrations with Zapier's templates

Send Gmail emails for newly accepted sales in Simplicate
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Simplicate + Gmail
Create boards in Trello when new projects are added in Simplicate
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Simplicate + Trello
Generate companies, add contacts, and start sales in Simplicate with new form submissions in WPForms
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WPForms + Simplicate
Create companies, add contacts, and start sales in Simplicate with new form submission in Gravity Forms
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Gravity Forms + Simplicate
Create detailed Google Calendar events for new Simplicate quotes
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Simplicate + Delay by Zapier + Google Calendar
Create Microsoft Office 365 events to follow up on new Simplicate quotes
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Simplicate + Delay by Zapier + Microsoft Office 365
Create folders in Google Drive and update Simplicate projects when new projects are created in Simplicate
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Simplicate + Google Drive

Add or update Sendinblue contacts when new or updated Simplicate contacts are detected
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Simplicate + Sendinblue

Send Gmail emails for newly accepted sales in Simplicate

Simplicate + Gmail

Create boards in Trello when new projects are added in Simplicate

Simplicate + Trello

Generate companies, add contacts, and start sales in Simplicate with new form submissions in WPForms

WPForms + Simplicate

Create companies, add contacts, and start sales in Simplicate with new form submission in Gravity Forms

Gravity Forms + Simplicate

Create detailed Google Calendar events for new Simplicate quotes

Simplicate + Delay by Zapier + Google Calendar

Create Microsoft Office 365 events to follow up on new Simplicate quotes

Simplicate + Delay by Zapier + Microsoft Office 365

Create folders in Google Drive and update Simplicate projects when new projects are created in Simplicate

Simplicate + Google Drive

Add or update Sendinblue contacts when new or updated Simplicate contacts are detected

Simplicate + Sendinblue

Supported triggers and actions

What does this mean?

Invoices Paid
Triggers when invoices are paid.
Trigger
Scheduled
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New Companies
Triggers when new companies are created.
Trigger
Scheduled
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New Employees
Triggers when new employees are created.
Trigger
Scheduled
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New Projects
Triggers when new projects are created.
Trigger
Scheduled
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New Services
Triggers when new services are created.
Trigger
Scheduled
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Quotes Sent
Triggers when quotes are sent in a sales process.
Trigger
Scheduled
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New or Updated Companies
Triggers when companies are created or updated.
Trigger
Scheduled
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New or Updated Employees
Triggers when employees are created or updated.
Trigger
Scheduled
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New or Updated Projects
Triggers when projects are created or updated.
Trigger
Scheduled
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Updated Services
Triggers when services or updated.
Trigger
Scheduled
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- First NameRequired
- Initials
- Family Name Preposition
- Family NameRequired
- GenderRequired
- Relation Type
- Email
- Phone
- Street and House Number
- Zip Code
- City
- Country Code
  E.g. NL, EN, DE, FR, US
- Note
- Company ID
  The Simplicate ID of the company, e.g. organization:b8d1af4bb151eeb4
- Function
- Email
- Phone
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
Action
Write
- NameRequired
- Project IDRequired
  The Simplicate project id, e.g.: project:2527180cba4369f24c13c77ab857ae53
- Amount
  Enter a whole number (>0)
- Price
  Enter the price in euro's, e.g. 100
- Invoice from
  Date format: yyyy-mm-dd
Action
Write
- SubjectRequired
- Company IDRequired
  Simplicate ID of the company, e.g.: organization:30b5b872f0ee2679
- Contact ID
  Simplicate ID of the contact, e.g.: contactperson:a3c9c1ed3ee19952
- Expected Revenue
  Enter the amount in euro's, e.g.: 3000
- Start Date
  Expected format: yyyy-mm-dd
- End Date
  Expected format: yyyy-mm-dd
- Source
- Chance to Score
  Enter a number between 0 and 100
- Responsible Employee ID
  Enter the Simplicate ID of the responisble employee, e.g.: employee:e7d903c563b8e571
- Progress
- Organization Profile ID
  Simplicate ID of your organization profile, e.g. myorganizationprofile:623ffd01bb787686 (Only in case your Simplicate has multiple organization profiles).
- Note
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
Action
Write
- IDRequired
  Enter the id of the company.
- NameRequired
- Street and House Number
- Zip Code
- City
- Country Code
  E.g. NL, EN, DE, FR, US
- Relation Type
- KVK
- Person ID
- Function
- Email
- Phone
- Phone
- Email
- Note
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
Action
Write
- IDRequired
- NameRequired
- Project Number
- Company IDRequired
  The Simplicate ID of the company, eg: organization:f43291b735e91dc7
- Status
- Start Date
  Expected format: yyyy-mm-dd
- End Date
  Expected format: yyyy-mm-dd
- Project Manager ID
  The Simplicate ID of the project manager, e.g.: employee:e7d903c563b8e57
- Invoice Reference
- Company Profile ID
  The Simplicate profile ID, e.g.: myorganizationprofile:7b00877f39d7c722
- Note
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
Action
Write
- Company IDRequired
  Simplicate ID of the company, e.g.: organization:30b5b872f0ee2679
Action
Search
- Contact IDRequired
  Enter the person id of the contact, eg.: person:1e5c27f5cd9a0cf466550e5701120079
Action
Search
- Project IDRequired
  Enter the project id, eg.: project:c44e81eb5757b4affeaad60b7a7437df
Action
Search

Invoices Sent
Triggers when an invoice is sent.
Trigger
Scheduled
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New Contacts
Triggers when new contacts are created.
Trigger
Scheduled
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New Hours
Triggers when new hours are created.
Trigger
Scheduled
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New Sales
Triggers when new sales are created.
Trigger
Scheduled
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New Timeline Notes
Triggers when new timeline notes are created.
Trigger
Scheduled
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Sales Accepted
Triggers when sales processes are accepted.
Trigger
Scheduled
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New or Updated Contacts
Triggers when contacts created or are updated.
Trigger
Scheduled
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Updated Hours
Triggers when hours or updated.
Trigger
Scheduled
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New or Updated Sales
Triggers when sales are created or updated.
Trigger
Scheduled
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- NameRequired
- Street and House Number
- Zip Code
- City
- Country Code
  E.g. NL, EN, DE, FR, US
- Relation Type
- KVK
- Person ID
  The Simplicate ID of the person, e.g.: person:b3a07f4a8a6d5f95
- Function
- Email
- Phone
- Phone
- Email
- Note
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
Action
Write
- NameRequired
- Sales IDRequired
  The Simplicate sales id, e.g.: sales:b05b8fbffd4cc7d5
- Default Service IDRequired
  The Simplicate default service id, e.g.: defaultservice:e563ae2d3933c075
- Revenue Group ID
  The Simplicate revenue group id, e.g.: revenuegroup:ba06e5bec6c1b6b5
- VAT Code ID
  The Simplicate VAT code id, e.g.: vatclass:6c2bb70f9c4886da
- Amount
  Enter a whole number (>0)
- Price
  Enter the price in euro's, e.g. 100
- Track Hours
Action
Write
- NameRequired
- Project Number
- Company IDRequired
  The Simplicate ID of the company, eg: organization:f43291b735e91dc7
- Status
- Start Date
  Expected format: yyyy-mm-dd
- End Date
  Expected format: yyyy-mm-dd
- Project Manager ID
  The Simplicate ID of the project manager, e.g.: employee:e7d903c563b8e57
- Invoice Reference
- Company Profile ID
  The Simplicate profile ID, e.g.: myorganizationprofile:7b00877f39d7c722
- Note
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
Action
Write
- ContentRequired
- Posted byRequired
  The Simplicate ID of the employee, e.g.: employee:abc123
- Organization ID
  The Simplicate organization ID, eg.: organization:f43291b735e91dc7
- Employee ID
  The Simplicate employee ID, e.g.: employee:e7d903c563b8e571
- Person ID
  The Simplicate person ID, e.g.: person:66c8feff6524cbdd
- Sales ID
  The Simplicate sales ID, e.g.: sales:b05b8fbffd4cc7d5
- Project ID
  The Simplicate project ID, e.g.: project:fb7faf2b692785ed
Action
Write
- IDRequired
  Enter the person id of the contact, eg.: person:1e5c27f5cd9a0cf466550e5701120079
- First NameRequired
- Initials
- Family Name Preposition
- Family NameRequired
- GenderRequired
- Relation Type
- Email
- Phone
- Street and House Number
- Zip Code
- City
- Country Code
  e.g. NL, EN, DE, FR, US
- Note
- Company ID
  The Simplicate ID of the company, e.g. organization:b8d1af4bb151eeb4
- Function
- Email
- Phone
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
Action
Write
- IDRequired
- SubjectRequired
- Company IDRequired
  Simplicate ID of the company, e.g.: organization:30b5b872f0ee2679
- Contact ID
  Simplicate ID of the contact, e.g.: contactperson:a3c9c1ed3ee19952
- Expected Revenue
  Enter the amount in euro's, e.g.: 3000
- Start Date
  Expected format: yyyy-mm-dd
- End Date
  Expected format: yyyy-mm-dd
- Source
- Chance to Score
  Enter a number between 0 and 100
- Responsible Employee ID
  Enter the Simplicate ID of the responisble employee, e.g.: employee:e7d903c563b8e571
- Progress
- Status
- Note
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
Action
Write
- Company NameRequired
  The name of the company in Simplicate
Action
Search
- Contact E-mail addressRequired
Action
Search
- Sales IDRequired
  Simplicate ID of the sales, e.g.: sales:27c4b4e066ff50740f8f9f745fac40fe
Action
Search

About Simplicate

All-in-one CRM and project software: CRM, sales, project management, planning, time registration & invoicing.

Related categories

Project Management

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Popular Simplicate Integrations