Connect monday.com and Simpro to power AI-driven automation

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Launch your first automated workflow

Start with a template that brings monday.com and Simpro together. Build enterprise-grade automation in minutes.

Our most popular template

Create monday.com items for new Simpro quotes
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Simpro + monday.com
Create new items on monday.com for every new job in Simpro
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Simpro + monday.com
Create new Simpro customers from new items in your monday.com board
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monday.com + Simpro
Create new Simpro customers when column values change in monday.com boards
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monday.com + Simpro
Update monday.com with new Simpro quote updates
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Simpro + monday.com

Create monday.com items for new Simpro quotes

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Simpro + monday.com

Create new items on monday.com for every new job in Simpro

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Simpro + monday.com

Create new Simpro customers from new items in your monday.com board

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monday.com + Simpro

Create new Simpro customers when column values change in monday.com boards

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monday.com + Simpro

Update monday.com with new Simpro quote updates

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Simpro + monday.com

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate monday.com with Simpro - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Any Column Value Changed in Board" from monday.com.

Add your action

An action happens after the trigger—such as "Attach File to Job" in Simpro.

You’re connected!

Zapier seamlessly connects monday.com and Simpro, automating your workflow.

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.

- Formula_columns_notice
- Board ID
  Required
Trigger
Instant
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- Formula_columns_notice
- Board ID
  Required
- Group Names to trigger on
Trigger
Instant
Try It
- Board ID
  Required
Trigger
Instant
Try It
- Formula_columns_notice
- Board ID
  Required
- Column ID
  Required
Trigger
Instant
Try It
- Formula_columns_notice
- Board ID
  Required
Trigger
Instant
Try It

- Formula_columns_notice
- Board ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
Action
Write

- Item ID
  Required
Action
Write
- Formula_columns_notice
- Board ID
  Required
- Item ID
  Required
- Override empty fields
Action
Write
- Board ID
  Required
- Column Title
  Required
- Column Type
  Required
Action
Write
- Board ID
  Required
- Group ID
- Item Name
  Required
- Subitem Name
Action
Write
- Item ID
  Required
- Body
  Required
- Parent Update ID
- User Mentions
- Team Mentions
- Include team mentions in body
- Board Mentions
- Project Mentions
Action
Write
- Item ID
  Required
Action
Write
- Board
  Required
- Item
  Required
- Include Updates?
Action
Write
- Formula_columns_notice
- Board ID
  Required
- Item ID
  Required
- Subitem ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Formula_columns_notice
- Board
- Item
  Required
Action
Search
- Formula_columns_notice
- Board ID
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
- Column
  Required
Action
Search
- Board ID
  Required
Action
Search
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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- 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

- Formula_columns_notice
- Item_created_in_board_copy
- Board ID
  Required
Trigger
Instant
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New Board
Triggers when a new board is created.
Trigger
Polling
Try It
- Formula_columns_notice
- Board ID
  Required
- Column IDs
  Required
Trigger
Instant
Try It
- Formula_columns_notice
- Board ID
  Required
- Column ID
  Required
Trigger
Instant
Try It
- Formula_columns_notice
- Board ID
  Required
Trigger
Instant
Try It
New User
Triggers when a new user joins your monday.com account.
Trigger
Polling
Try It
- Board ID
  Required
- Group ID
  Required
Action
Write
- Formula_columns_notice
- Board ID
  Required
- Item ID
  Required
- New Item Name Value
  Required
Action
Write
- Board Name
  Required
- Board Kind
  Required
- Template Id
- Workspace Id
Action
Write
- Board ID
  Required
- Group Name
  Required
Action
Write
- Formula_columns_notice
- Board ID
  Required
- Item Name
  Required
- Subitem Name
  Required
Action
Write
- Board ID
  Required
- Group ID
  Required
Action
Write
- Board ID
  Required
- Group ID
  Required
- New Group Title
- Should add group to top?
Action
Write
- Formula_columns_notice
- Board
  Required
- Item
  Required
- Group
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- Column
  Required
- File
  Required
- File Name
  Required
Action
Write
- Formula_columns_notice
- Find_items_limit_notice
- Board
  Required
- Column to Search
  Required
- Include Subitems?
- Include Updates?
Action
Search
- Board ID
  Required
- User :
  Required
Action
Search
- Formula_columns_notice
- Board ID
  Required
- Item ID
  Required
- Column
Action
Search
- Board
  Required
- Group
  Required
Action
Search
- Board ID
  Required
- User :
  Required
Action
Search
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
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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
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 AI agents & developers

Use monday.com and Simpro with AI agents and code

Beyond Zap workflows. Call monday.com and Simpro actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose monday.com and Simpro actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Archive Board
Attach File to Job

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger monday.com and Simpro actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* monday / simpro action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Practical ways you can use monday.com and Simpro

Track new jobs in monday.com via Simpro

When a new job is created in Simpro, Zapier can automatically create an item in monday.com. This simplifies tracking and communication of new fieldwork tasks, ensuring all relevant stakeholders are updated in real time.

Business Owner

Try it

Sync Simpro schedules to monday.com boards

When a new schedule is created in Simpro, Zapier will add it to a specific monday.com board as an item. This integration keeps engineering teams aligned with field activities and project timelines without manual updates.

Engineering

Try it

Notify Slack about Simpro leads via monday.com

When a new update is created in a monday.com board (representing a lead identified in Simpro), Zapier can post a notification in a Slack channel. This helps marketers collaborate and respond to leads with speed and consistency.

Marketing & Marketing Ops

Try it

Learn how to automate monday.com on the Zapier blog

Make work flow with AI

Level up your monday.com to Simpro integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about monday.com + Simpro integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with monday.com and Simpro

What is the first step to integrate monday.com with Simpro?

To integrate monday.com with Simpro, you must first authenticate both your monday.com and Simpro accounts within our integration platform. This allows us to facilitate secure data transfers between the two applications.

How can I automate task creation in monday.com from Simpro job completions?

By setting up a trigger in our platform for when a job is marked as complete in Simpro, you can automatically create corresponding tasks in monday.com. You'll need to map the fields correctly during setup to ensure accurate task details.

Can I update task statuses in Simpro based on changes in monday.com?

Yes, you can set an action that updates task statuses in Simpro when certain conditions or status changes are met within your monday.com boards. This is configurable during the integration setup process.

What types of data can be synchronized between monday.com and Simpro?

You can synchronize tasks, project milestones, job information, and user assignments between monday.com and Simpro. Ensure each field is properly matched during the integration setup for seamless synchronization.

Is it possible to trigger notifications in monday.com from specific actions in Simpro?

Absolutely. You can configure triggers so that specific actions or status changes in Simpro send notifications through your linked monday.com boards, keeping teams updated on project progress.

Do I need any coding skills to set up the integration between these platforms?

No coding skills are required. Our platform offers an intuitive interface where you can set up triggers and actions using a simple 'if this then that' logic without any technical expertise needed.

How frequently are updates synced between monday.com and Simpro?

The frequency of updates depends on the plan you choose with our service; however, most integrations support real-time or near-real-time sync options depending on your needs.

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

HelpHelp

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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

Connect monday.com and Simpro to power AI-driven automation

Launch your first automated workflow

Create monday.com items for new Simpro quotes

Create new items on monday.com for every new job in Simpro

Create new Simpro customers from new items in your monday.com board

Create new Simpro customers when column values change in monday.com boards

Update monday.com with new Simpro quote updates

Create monday.com items for new Simpro quotes

Create new items on monday.com for every new job in Simpro

Create new Simpro customers from new items in your monday.com board

Create new Simpro customers when column values change in monday.com boards

Update monday.com with new Simpro quote updates

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use monday.com and Simpro with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use monday.com and Simpro

Track new jobs in monday.com via Simpro

Sync Simpro schedules to monday.com boards

Notify Slack about Simpro leads via monday.com

Learn how to automate monday.com on the Zapier blog

Use Zapier's monday integration to streamline your work

Make work flow with AI

Frequently Asked Questions about monday.com + Simpro integrations

Connect monday.com to Simpro on the world's largest no-code automation platform