Simpro + WHS Monitor
Create checklist records in WHS Monitor for new Simpro jobs
This integration will create a checklist record on WHS Monitor for every new job created on Simpro. It will return a hyperlink to access the created record on WHS Monitor directly, so that the responsible worker can complete the checklist on WHS Monitor.
This integration will create a checklist record on WHS Monitor for every new job created on Simpro. It will return a hyperlink to access the created record on WHS Monitor directly, so that the responsible worker can complete the checklist on WHS Monitor.
- When this happens...
New JobTriggers when a job is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create Checklist RecordCreate a new checklist record
ActionWriteCreate a new record or update an existing record in your app.
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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
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Title
Given NameRequired
Family NameRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
SiteRequired
Cost CenterRequired
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
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
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID
Order No
Name
ActionThis is an event a Zap performs.SearchFind existing data in your appID
Name
Address
City
State
Postal Code
Country
ActionThis is an event a Zap performs.SearchFind existing data in your appID
Phone
Cell Phone
Alt Phone
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appID
Email
Work Phone
Cell Phone
Alt Phone
Title
Given NameRequired
Family 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
Company NameRequired
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundProduct IDRequired
Amount to addRequired
Comments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Location NameRequired
AddressRequired
City/Town/SuburbRequired
StateRequired
Post CodeRequired
CountryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create New User Account
Worker ID
First NameRequired
Last NameRequired
Email AddressRequired
Roles
Other Known Name
Gender
Unique Student Identifier
Date of Birth
Mobile Number
Home Phone Number
Work Mobile Number
Approval Responsibility - Allow Check
Approval Responsibility - Allow Review
Approval Responsibility - Allow Authorise
Approval Responsibility - Allow Approve
Approval Responsibility - Allow Reject
Approval Responsibility - Allow Trainer / Assessor
Reports To
Home Address
Home Town
Home State
Home Postcode
Personal Email Address
Date Employed
Work Phone
Work Phone Extension
Emergency Contact First Name
Emergency Contact Last Name
Emergency Contact Relationship
Emergency Contact Address
Emergency Contact Phone
Emergency Contact Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Location IDRequired
Location Name
Address
City/Town/Suburb
State
Post Code
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Storage ID
Internal Product Code
Product Name
SKU
Page Number
Page Size
ActionThis is an event a Zap performs.SearchFind existing data in your appStorage ID
ActionThis is an event a Zap performs.SearchFind existing data in your appWorker ReferenceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appWorker ReferenceRequired
Create New User Account
Worker ID
First NameRequired
Last NameRequired
Email AddressRequired
Roles
Other Known Name
Gender
Unique Student Identifier
Date of Birth
Mobile Number
Home Phone Number
Work Mobile Number
Approval Responsibility - Allow Check
Approval Responsibility - Allow Review
Approval Responsibility - Allow Authorise
Approval Responsibility - Allow Approve
Approval Responsibility - Allow Reject
Approval Responsibility - Allow Trainer / Assessor
Reports To
Home Address
Home Town
Home State
Home Postcode
Personal Email Address
Date Employed
Work Phone
Work Phone Extension
Emergency Contact First Name
Emergency Contact Last Name
Emergency Contact Relationship
Emergency Contact Address
Emergency Contact Phone
Emergency Contact Email
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
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
Family Name
Email
Work Phone
Fax
Cell Phone
Department
Position
Notes
Alt Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
SiteRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.StaffRequired
Date
Start TimeRequired
End TimeRequired
Schedule RateRequired
Notes
Locked
Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID
Email
WorkPhone
CellPhone
AltPhone
ActionThis is an event a Zap performs.SearchFind existing data in your appID
Staff
Date
Type
ActionThis is an event a Zap performs.SearchFind existing data in your appID
Company Name
Phone
Alt Phone
Email
EIN
Website
Fax
Company Number
ActionThis is an event a Zap performs.SearchFind existing data in your appID
Order No
Name
ActionThis is an event a Zap performs.SearchFind existing data in your appID
NameRequired
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
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
Phone
Cell Phone
Alt Phone
Email
Title
Given NameRequired
Family NameRequired
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundChecklist TypeRequired
Record IDRequired
TitleRequired
Description
Location ID
Person Responsible ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.RoleName
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.storeUserIdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User ID
Reports To User IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User IDRequired
Worker ID
Email Address
First Name
Last Name
Other Known Name
Gender
Date of Birth
Mobile Number
Home Phone Number
Work Mobile Number
Approval Responsibility - Allow Check
Approval Responsibility - Allow Review
Approval Responsibility - Allow Authorise
Approval Responsibility - Allow Approve
Approval Responsibility - Allow Reject
Approval Responsibility - Allow Trainer / Assessor
Unique Student Identifier
Reports To
Home Address
Home Town
Home State
Home Postcode
Personal Email Address
Date Employed
Work Phone
Work Phone Extension
Emergency Contact First Name
Emergency Contact Last Name
Emergency Contact Relationship
Emergency Contact Address
Emergency Contact Phone
Emergency Contact Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appLocation NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appLocation NameRequired
Location NameRequired
AddressRequired
City/Town/SuburbRequired
StateRequired
Post CodeRequired
CountryRequired
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
About Simpro
Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.
Related categories
About WHS Monitor
WHS Monitor is a modular, cloud-based Work Health and Safety compliance management software which enables organisations to simply and effectively comply with their Work Health and Safety obligations.