Simplicate Integrations

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Quickly automate Simplicate integrations with Zapier's templates

Send emails in Microsoft Outlook for new sales accepted in Simplicate
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Simplicate + Microsoft Outlook
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

Send emails in Microsoft Outlook for new sales accepted in Simplicate

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Simplicate + Microsoft Outlook

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

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
- Note
- Company ID
- 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
- Amount
- Price
- Invoice from
Action
Write
- SubjectRequired
- Company IDRequired
- Contact ID
- Expected Revenue
- Start Date
- End Date
- Source
- Chance to Score
- Responsible Employee ID
- Progress
- Organization Profile ID
- 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
- Street and House Number
- Zip Code
- City
- Country Code
- 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
- Status
- Start Date
- End Date
- Project Manager ID
- Invoice Reference
- Company Profile ID
- 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
Action
Search
- Contact IDRequired
Action
Search
- Project IDRequired
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
- 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
- NameRequired
- Sales IDRequired
- Default Service IDRequired
- Revenue Group ID
- VAT Code ID
- Amount
- Price
- Track Hours
Action
Write
- NameRequired
- Project Number
- Company IDRequired
- Status
- Start Date
- End Date
- Project Manager ID
- Invoice Reference
- Company Profile ID
- 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
- Organization ID
- Employee ID
- Person ID
- Sales ID
- Project ID
Action
Write
- IDRequired
- First NameRequired
- Initials
- Family Name Preposition
- Family NameRequired
- GenderRequired
- Relation Type
- Email
- Phone
- Street and House Number
- Zip Code
- City
- Country Code
- Note
- Company ID
- 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
- Contact ID
- Expected Revenue
- Start Date
- End Date
- Source
- Chance to Score
- Responsible Employee ID
- 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
Action
Search
- Contact E-mail addressRequired
Action
Search
- Sales IDRequired
Action
Search

About Simplicate

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

Learn more

Related categories

Project Management

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Send emails in Microsoft Outlook for new sales accepted in Simplicate

Send Gmail emails for newly accepted sales in Simplicate

Create boards in Trello when new projects are added in Simplicate

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

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

Create detailed Google Calendar events for new Simplicate quotes

Send emails in Microsoft Outlook for new sales accepted in Simplicate

Send Gmail emails for newly accepted sales in Simplicate

Create boards in Trello when new projects are added in Simplicate

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

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

Create detailed Google Calendar events for new Simplicate quotes

Invoices Paid

New Companies

New Employees

New Projects

New Services

Quotes Sent

New or Updated Companies

New or Updated Employees

New or Updated Projects

Updated Services

Create Contact

Initials

Family Name Preposition

Relation Type

Email

Phone

Street and House Number

Zip Code

City

Country Code

Note

Company ID

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

Create (Fixed Fee) Service

Amount

Price

Invoice from

Create Sales

Contact ID

Expected Revenue