Simpro Integrations

Name: Zapier
Availability: InStock

Put Simpro to work with AI and enterprise-grade automation

Automate smarter with Simpro and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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Continue with Google

No-code AI automation
Full audit trails and controls
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Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

HubSpot

Marketing Automation

Jotform

Forms & Surveys

Pipedrive

CRM (Customer Relationship Management)

Microsoft Outlook

Calendar, Email, Microsoft

Mailchimp

Marketing Automation

Gravity Forms

Forms & Surveys, WordPress

LeadConnector

Marketing Automation

Birdeye

Reviews

Dropbox

File Management & Storage

HubSpot

Marketing Automation

Jotform

Forms & Surveys

Pipedrive

CRM (Customer Relationship Management)

Microsoft Outlook

Calendar, Email, Microsoft

Mailchimp

Marketing Automation

Gravity Forms

Forms & Surveys, WordPress

HubSpot

Marketing Automation

Jotform

Forms & Surveys

Pipedrive

CRM (Customer Relationship Management)

Microsoft Outlook

Calendar, Email, Microsoft

Mailchimp

Marketing Automation

Gravity Forms

Forms & Surveys, WordPress

LeadConnector

Marketing Automation

Birdeye

Reviews

Dropbox

File Management & Storage

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Add or Update Mailchimp Subscribers when a new Simpro Individual Customer is created
Details
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Simpro + Mailchimp
Create new Simpro customers from incoming Jotform submissions
Details
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Jotform + Simpro
Add new Simpro Service Jobs to Google Sheets
Details
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Simpro + Google Sheets
Add new Simpro company customers to Hubspot
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Simpro + HubSpot
Create a new Google Contact when a new Simpro Company Customer is created
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Simpro + Google Contacts
Create new Simpro customers from new Jotform submissions
Details
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Jotform + Simpro

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

Details

Try it

Simpro + Mailchimp

Create new Simpro customers from incoming Jotform submissions

Details

Try it

Jotform + Simpro

Add new Simpro Service Jobs to Google Sheets

Details

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Simpro + Google Sheets

Add new Simpro company customers to Hubspot

Details

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Simpro + HubSpot

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

Details

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Simpro + Google Contacts

Create new Simpro customers from new Jotform submissions

Details

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Jotform + Simpro

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

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Simpro + Mailchimp

Create new Basecamp 3 projects from templates when new jobs appear in Simpro

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Simpro + Basecamp

Create or Update Hubspot contacts from new Simpro individual customers

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Simpro + HubSpot

Create Asana projects for new Simpro Service Jobs

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Simpro + Asana

Create records in Airtable for new sites in Simpro

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Simpro + Airtable

Create Pipedrive organizations from new simPRO company customers

Details

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Simpro + Pipedrive

Add or Update Mailchimp subscribers when new Simpro individual customers are updated
Details
Try it
Simpro + Mailchimp
Create new Basecamp 3 projects from templates when new jobs appear in Simpro
Details
Try it
Simpro + Basecamp
Create or Update Hubspot contacts from new Simpro individual customers
Details
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Simpro + HubSpot
Create Asana projects for new Simpro Service Jobs
Details
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Simpro + Asana
Create records in Airtable for new sites in Simpro
Details
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Simpro + Airtable
Create Pipedrive organizations from new simPRO company customers
Details
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Simpro + Pipedrive

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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
Try It
New Job
Triggers when a job is created.
Trigger
Instant
Try It
New Quote
Triggers when a quote is created.
Trigger
Instant
Try It
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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- Job
  Required
- File
  Required
- Filename
  Required
- Folder
- Public?
- Email?
Action
Write

- 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 Number
- 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
- 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 Number
- 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

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
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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
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
- 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
- Job
  Required
- Customer
- Site
- Customer Contract
- Customer Contact
- Additional Contacts
- Site Contact
- Order Number
- Request Number
- Name
- Description
- Notes
- Date Issued
- Due Date
- Due Time
- Completed Date
- Tags
- Salesperson
- Project Manager
- Technician
- Stage
- Status
- Response Time
- Auto Adjust Status
- STCs Eligible
- VEECs Eligible
- STC Value
- VEEC Value
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

For builders

Let your AI safely access Simpro

Go beyond Zap workflows. Install Zapier in your AI to call Simpro actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

No code

Call actions in natural language with Zapier MCP

Act in Simpro from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

Example actions on this page

Attach File to Job
Create Company Customer

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP

Code

Work in code with the Zapier SDK

Expose Simpro actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

Install

npm install @zapier/zapier-sdk
npm install -D @zapier/zapier-sdk-cli
zapier-sdk login
# create a Simpro connection @ https://zapier.com/de/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "simpro", owner: "me" });

await zapier.runAction({
  app: 'simpro',
  action: 'attach_file_to_job',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});

Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

Simpro Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

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

Simpro Integrations

Put Simpro to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

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

Create new Simpro customers from incoming Jotform submissions

Add new Simpro Service Jobs to Google Sheets

Add new Simpro company customers to Hubspot

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

Create new Simpro customers from new Jotform submissions

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

Create new Simpro customers from incoming Jotform submissions

Add new Simpro Service Jobs to Google Sheets

Add new Simpro company customers to Hubspot

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

Create new Simpro customers from new Jotform submissions

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

Create new Basecamp 3 projects from templates when new jobs appear in Simpro

Create or Update Hubspot contacts from new Simpro individual customers

Create Asana projects for new Simpro Service Jobs

Create records in Airtable for new sites in Simpro

Create Pipedrive organizations from new simPRO company customers

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

Create new Basecamp 3 projects from templates when new jobs appear in Simpro

Create or Update Hubspot contacts from new Simpro individual customers

Create Asana projects for new Simpro Service Jobs

Create records in Airtable for new sites in Simpro

Create Pipedrive organizations from new simPRO company customers

Let your AI safely access Simpro

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

Simpro Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Simpro Integrations

Popular Simpro Integrations

Connect Your App Accounts to Zapier