Simpro + Trello

Simpro + Trello integrations

Create Trello cards from new Simpro quotes

Stay on top of your business operations more effectively with this Simpro-Trello workflow. Whenever a new quote is generated in Simpro, a card will be automatically created in your Trello board. This integration allows you to track and manage your quotes easily without manual intervention, enhancing your business productivity.

When this happens...
New QuoteTriggers when a quote is created.
TriggerInstant
automatically do this!
Create CardAdds a new card on a specific board and list.
ActionWrite

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More things you can do with Simpro and Trello

Discover other triggers and actions you can use with Simpro and Trello

New Company Customer
Triggers when a company customer is created.
Trigger
Instant
Try It
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
Try It

New Site
Triggers when a site is created.
Trigger
Instant
Try It
- Company 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
- EIN
- Website
- Fax
- Company Number
Action
Write

- 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
Write
- 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
Write
- Staff
  Required
- Date
- Start Time
  Required
- End Time
  Required
- Schedule Rate
  Required
- Notes
- Locked
- Type
Action
Write
- ID
- Email
- WorkPhone
- CellPhone
- AltPhone
Action
Search
- ID
- Staff
- Date
- Type
Action
Search
- ID
- Company Name
- Phone
- Alt Phone
- Email
- EIN
- Website
- Fax
- Company Number
Action
Search
- ID
- Order No
- Name
Action
Search
- ID
- Name
  Required
- Address
- City
- State
- Postal Code
- Country
- Address
- City
- State
- Postal Code
- Billing Contact
- Contact
- Title
- Given Name
- Family Name
- Email
- Work Phone
- Cell Phone
- Fax
- Position
- Preferred Notification Method
- Public Notes
- Private Notes
- Zone
- Preferred Technicians
- Customers
- STC Zone
- VEEC Zone
Action
Search or write
- ID
- Phone
- Cell Phone
- Alt Phone
- Email
- Title
- Given Name
  Required
- Family Name
  Required
- 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
Search or write
- Board ID
- List ID
- Filter
Trigger
Polling
Try It
- Board ID
- List ID
- Card ID
Trigger
Polling
Try It
- Board ID
- List ID
- Card ID
Trigger
Instant
Try It
- Board ID
- Card ID
Trigger
Instant
Try It
- Board ID
  Required
Trigger
Polling
Try It
- Board ID
  Required
Trigger
Polling
Try It
New Notification
Triggers when you get a new notification in Trello.
Trigger
Polling
Try It
- Board ID
  Required
- Member ID
  Required
- Membership Type
  Required
- Allow Billable Guest
Action
Write
- Board ID
- List ID
- Card ID
  Required
Action
Write
- Board ID
  Required
- Label ID
  Required
- List ID
- Card ID
  Required
Action
Write
- Board ID
  Required
- Member ID(s)
  Required
- List ID
- Card ID
  Required
Action
Write
- Board ID
  Required
- List ID
  Required
- Name
  Required
- Description
- Label ID
- Custom_labels
- Card Position
- Member ID(s)
- Start Date
- Due Date
- File Attachments
- URL Attachments
- Checklist Name
- Checklist Items
- Cover Info
- Card Color
- Brightness
- URL
- Size
- Location Info
- Coordinates
- Address
- Location
Action
Write
- Board ID
  Required
Action
Write
- Board ID
  Required
- List ID
- Card ID
  Required
- Checklist ID
  Required
- Checklist Item ID
  Required
Action
Write
- Board ID
- List ID
- Card ID
- Checklist ID
  Required
Action
Write
- Board
  Required
- Name
  Required
Action
Write
- Action ID
  Required
Action
Search
- Board ID
  Required
- Label Name
  Required
Action
Search
- Card ID
  Required
Action
Search
- Board ID
  Required
- List ID
- Card ID
- Search
  Required
Action
Search
- Board ID
  Required
- List ID
- Card ID
  Required
- Checklist ID
  Required
- Search
  Required
Action
Search
- Label ID
  Required
Action
Search
- Member ID
  Required
Action
Search
- Organization ID
  Required
Action
Search
- Organization
- Board
- List Name
- Keyword
- Member
- Label
- Due Date Filter
- Has Filter
- Only Starred Boards
- Open Cards Only
- Cards Limit
Action
Search
- Board ID
  Required
- Label Name
  Required
- Color
Action
Search or write
- Board ID
  Required
- List ID
- Card ID
  Required
- Search
  Required
- Checklist Name
  Required
- Checklist to Copy ID
- Checklist Items
- Checklist Position
Action
Search or write

Company Customer Updated
Triggers when a company customer is updated.
Trigger
Instant
Try It
Individual Customer Updated
Triggers when an individual customer is updated.
Trigger
Instant
Try It
Job Updated
Triggers when a job is updated.
Trigger
Instant
Try It
Quote Updated
Triggers when a quote is updated.
Trigger
Instant
Try It
Schedule Updated
Triggers when a job, lead, quote or activity schedule is updated.
Trigger
Instant
Try It
Site Updated
Triggers when a site is updated.
Trigger
Instant
Try It
- Title
- Given Name
  Required
- Family Name
- Email
- Work Phone
- Fax
- Cell Phone
- Department
- Position
- Notes
- Alt Phone
Action
Write
- Customer
  Required
- Site
  Required
- Cost Center
- Customer Contact
- Additional Contacts
- Site Contact
- Order No
- Name
- Description
- Notes
- Date Issued
- Due Date
- Due Time
- Tags
- Salesperson
- Project Manager
- Technician
- Stage
- Status
- Response Time
- Auto Adjust Status
Action
Write
- Customer
  Required
- Site
  Required
- Cost Center
  Required
- Customer Contact
- Additional Contacts
- Site Contact
- Description
- Notes
- Salesperson
- Project Manager
- Technicians
- Date Issued
- Due Date
- Validity Days
- Order No
- Name
- Stage
- Year
- Month
- Percent
- Status
- Tags
- Auto Adjust Status
- Catalog
- Billable Status
- Estimated Time
- Fit Time
- Base Price
- Markup
- Sales Tax Code
- Sell Price
- Quantity
- Income Account
- Type
- Rate
- Markup
- Sales Tax Code
- Time (Hours)
- Income Account
- Type
- Billable Status
- Description
- Estimated Cost
- Markup
- Estimated Time
- Sales Tax Code
- Actual Cost
- Actual Cost Date
- Sell Price
- Quantity
- Income Account
- Prebuild
- Billable Status
- Estimated Time
- Fit Time
- Base Price
- Markup
- Sales Tax Code
- Sell Price
- Quantity
- Income Account
- Service Fee
- Billable Status
- Fit Time
- Base Price
- Markup
- Sales Tax Code
- Sell Price
- Income Account
Action
Write
- Name
  Required
- Address
- City
- State
- Postal Code
- Country
- Address
- City
- State
- Postal Code
- Billing Contact
- Contact
- Title
- Given Name
- Family Name
- Email
- Work Phone
- Cell Phone
- Fax
- Position
- Preferred Notification Method
- Public Notes
- Private Notes
- Zone
- Preferred Technicians
- Customers
- STC Zone
- VEEC Zone
Action
Write
- ID
- Order No
- Name
Action
Search
- ID
- Name
- Address
- City
- State
- Postal Code
- Country
Action
Search
- ID
- Phone
- Cell Phone
- Alt Phone
- Email
Action
Search
- ID
- Email
- Work Phone
- Cell Phone
- Alt Phone
- Title
- Given Name
  Required
- Family Name
- Fax
- Department
- Position
- Notes
Action
Search or write
- 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
Search or write
New Board
Triggers when a new board is added.
Trigger
Polling
Try It
- Board ID
- List ID
- Card ID
Trigger
Polling
Try It
- Activity
  Required
- Board ID
- List ID
- Card ID
Trigger
Instant
Try It
- Info
- Board ID
- Time Before
- Time Before (Unit)
- Status
- Only cards where you're a member?
Trigger
Polling
Try It
- Board ID
  Required
Trigger
Polling
Try It
- Board ID
  Required
- Label ID
Trigger
Instant
Try It
- Board ID
  Required
Trigger
Polling
Try It
- Board ID
  Required
- List ID
- Card ID
  Required
- Checklist ID
  Required
- Checklist Item Name
  Required
- Checklist Item Position
Action
Write
- Organization ID
- Name
  Required
- Description
  Required
- Permission Level
- Allow Any Team Member to Join This Board?
Action
Write
- Board ID
- List ID
- Card ID
  Required
- File Attachments
- URL Attachments
Action
Write
- Board ID
  Required
- From List ID
- Card ID
  Required
- To Board ID
- To List ID
  Required
Action
Write
- Board ID
- List ID
- Card ID
  Required
- Card Name
- Card Description
- Overwrite Description
- Card Start Date
- Card Due Date
- Due Complete
- Card Position
- Card Closed
- Cover Info
- Card Color
- Brightness
- Attachment ID
- URL
- Size
- Location Info
- Coordinates
- Address
- Location
Action
Write
- Board ID
- List ID
- Card ID
  Required
- Checklist Name
  Required
- Checklist to Copy ID
- Checklist Items
- Checklist Position
Action
Write
- Board ID
- List ID
- Card ID
  Required
- Comment Text
  Required
Action
Write
- Board ID
  Required
- Name
  Required
- Organization ID
- Permission Level
- Allow Any Team Member to Join This Board?
Action
Write
- Board ID
  Required
- Label Name
  Required
- Color
Action
Write
- Board ID
  Required
- List ID
- Card ID
  Required
- Label ID
  Required
Action
Write
- Board ID
  Required
Action
Search
- Board ID
  Required
- List Name
  Required
Action
Search
- Card ID
  Required
Action
Search
- Checklist ID
  Required
Action
Search
- Checklist ID
  Required
- Checklist Item ID
  Required
Action
Search
- List ID
  Required
Action
Search
- Organization ID
  Required
- Board Name
  Required
Action
Search
- Trello Query String
  Required
- Organization ID
- Cards Limit
Action
Search
- Organization ID
  Required
- Member_name
  Required
Action
Search
- Board ID
  Required
- List Name
  Required
Action
Search or write
- Organization ID
  Required
- Board Name
  Required
- Description
  Required
- Permission Level
- Allow Any Team Member to Join This Board?
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.

Learn moreLearn moreHelpHelp

Related categories

Project Management

About Trello

Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.

Learn moreLearn moreHelpHelp

Related categories

Project Management

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