Simpro Integrations

Project Management

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Email, Google

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Google, Spreadsheets

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Google, Spreadsheets

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Project Management

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Quickly automate Simpro integrations with Zapier's templates

Add new Simpro company customers to Hubspot
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Simpro + HubSpot
Create or Update Hubspot contacts from new Simpro individual customers
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Simpro + HubSpot
Add or Update Mailchimp Subscribers when a new Simpro Individual Customer is created
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Simpro + Mailchimp
Add or Update Mailchimp subscribers when new Simpro individual customers are updated
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Simpro + Mailchimp
Create a new Google Contact when a new Simpro Company Customer is created
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Simpro
Add new Simpro Service Jobs to Google Sheets
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Simpro + Google Sheets
Add newly updated service job details in Simpro to Google Sheet rows
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Simpro + Google Sheets

Create Asana projects for new Simpro Service Jobs
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Simpro

Add new Simpro company customers to Hubspot

Simpro + HubSpot

Create or Update Hubspot contacts from new Simpro individual customers

Simpro + HubSpot

Add or Update Mailchimp Subscribers when a new Simpro Individual Customer is created

Simpro + Mailchimp

Add or Update Mailchimp subscribers when new Simpro individual customers are updated

Simpro + Mailchimp

Create a new Google Contact when a new Simpro Company Customer is created

Simpro

Add new Simpro Service Jobs to Google Sheets

Simpro + Google Sheets

Add newly updated service job details in Simpro to Google Sheet rows

Simpro + Google Sheets

Create Asana projects for new Simpro Service Jobs

Simpro

Supported triggers and actions

What does this mean?

New Company Customer
Triggers when a company customer is created.
Trigger
Instant
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New Individual Customer
Triggers when an individual customer is created.
Trigger
Instant
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New Job
Triggers when a job is created.
Trigger
Instant
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New Quote
Triggers when a quote is created.
Trigger
Instant
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New Schedule
Triggers when a job, lead, quote or activity schedule is created.
Trigger
Instant
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New Site
Triggers when a site is created.
Trigger
Instant
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- 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
Action
Write

- 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
Action
Write
- 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.
Action
Write
- 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)
Action
Write
- ID
  When quote ID is provided, other search criteria will be ignored.
- Order No
- Name
Action
Search
- ID
  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
Action
Search
- ID
  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
Action
Search
- ID
  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
Action
Search or write
- ID
  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
Action
Search or write

Company Customer Updated
Triggers when a company customer is updated.
Trigger
Instant
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Individual Customer Updated
Triggers when an individual customer is updated.
Trigger
Instant
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Job Updated
Triggers when a job is updated.
Trigger
Instant
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Quote Updated
Triggers when a quote is updated.
Trigger
Instant
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Schedule Updated
Triggers when a job, lead, quote or activity schedule is updated.
Trigger
Instant
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Site Updated
Triggers when a site is updated.
Trigger
Instant
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- 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.
Action
Write
- 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.
Action
Write
- 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.
Action
Write
- ID
  When contact ID is provided, other search criteria will be ignored.
- Email
- WorkPhone
- CellPhone
- AltPhone
  Alternative telephone number.
Action
Search
- ID
  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.
Action
Search
- ID
  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).
Action
Search
- ID
  When job ID is provided, other search criteria will be ignored.
- Order No
- Name
Action
Search
- ID
  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)
Action
Search or write
- ID
  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
Action
Search or write

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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Project Management

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