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Choose an Action

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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 "New Company Customer" from Simpro.

Add your action

An action happens after the trigger—such as "Collections - Add to Collection" in PowerTools.

You’re connected!

Zapier seamlessly connects Simpro and PowerTools, 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.

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
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
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
- 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
- Collection
  Required
- Item
- Items
- Index
Action
Write
- Collection
  Required
- Match
  Required
- Trim
  Required
- Ignore Case
  Required
Action
Write
- Collection
  Required
- Match
  Required
- Trim
  Required
- Ignore Case
  Required
Action
Write
- Collection
  Required
- Root Node Name
  Required
- Child Node Name
  Required
Action
Write
- Collection
  Required
- Match
  Required
- Keywords
  Required
Action
Write
- Collection
  Required
- Item
- Items
- Index
Action
Write
- Collection
  Required
- Order
  Required
Action
Write
- Value
  Required
- Header
  Required
Action
Write
- CSV Data (string)
  Required
- Field Name
- Regular Expression
Action
Write
- JSON Value
  Required
- Header
  Required
- Omit Columns
- Order
Action
Write
- JSON Value
  Required
- Root Node Name
  Required
Action
Write
- Input (XML)
  Required
- Query
  Required
Action
Write
- XML
  Required
Action
Write
- Value
  Required
- Culture
  Required
Action
Write
- Value
  Required
- Source Time Zone
  Required
- Target Time Zone
  Required
- Format
  Required
Action
Write
- Compression format
  Required
- File Name
  Required
- File
  Required
Action
Write
- Position
  Required
- Width
  Required
- Height
  Required
- File
  Required
Action
Write
- Orientation
  Required
- File
  Required
Action
Write
- File
  Required
Action
Write
- Resampling Algorithm
  Required
- Units
  Required
- Height
  Required
- Width
  Required
- File
  Required
Action
Write
- Text
  Required
- Font
  Required
- Font Size
  Required
- Color
  Required
- Horizontal
  Required
- Vertical
  Required
- File
  Required
Action
Write
- Value
  Required
- Target Currency
  Required
Action
Write
- Symbols
  Required
- Date
  Required
- Exchange
  Required
Action
Write
- Source
  Required
Action
Write
- Source
  Required
Action
Write
- Primary Value
  Required
- Secondary Value
  Required
- Decimal Places
  Required
Action
Write
- Value
  Required
- Decimal Places
  Required
Action
Write
- Value
  Required
- Decimal Places
  Required
Action
Write
- Values
  Required
- Type
  Required
Action
Write
- Primary Value
  Required
- Secondary Value
  Required
- Decimal Places
  Required
Action
Write
- Number
  Required
- Power
  Required
- Decimal Places
  Required
Action
Write
- Value
  Required
- Decimal Places
  Required
Action
Write
- Values
  Required
- Decimal Places
  Required
Action
Write
- Values
  Required
- Decimal Places
  Required
Action
Write
- Value
  Required
- Source
  Required
- Target
  Required
Action
Write
- Value
  Required
- Source
  Required
- Target
  Required
Action
Write
- Value
  Required
- Source
  Required
- Target
  Required
Action
Write
- Value
  Required
- Source
  Required
- Target
  Required
Action
Write
- Value
  Required
- Source
  Required
- Target
  Required
Action
Write
- Value
  Required
- Decimal Places
  Required
Action
Write
- Input
  Required
Action
Write
- Value
  Required
- Target
  Required
- Lowercase
  Required
Action
Write
- Source
  Required
Action
Write
- Source
  Required
Action
Write
- Input
  Required
- Algorithm
  Required
Action
Write
- Collection
  Required
- Separator
- Trim
  Required
- Lowercase
  Required
Action
Write
- Input
  Required
- Regular Expression
  Required
Action
Write
- Source
  Required
- Value
  Required
- Replacement
  Required
Action
Write
- Language
  Required
- File
  Required
Action
Write
- Text
  Required
- Extension
  Required
- Filename
  Required
Action
Write
- Value
  Required
- Language
  Required
Action
Write
- Source
  Required
Action
Write
- Source
  Required
Action
Write
- Source
  Required
- Activity
  Required
Action
Write
- Source
  Required
- Units
  Required
- Duration
  Required
Action
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
- 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
- Collection
  Required
- Match
  Required
- Type
  Required
Action
Write
- Collection
  Required
- Match
  Required
- Trim
  Required
- Ignore Case
  Required
Action
Write
- Collection
  Required
- Name
  Required
Action
Write
- Collection
  Required
Action
Write
- Collection
  Required
Action
Write
- Collection
  Required
- Match
  Required
- Replacement
  Required
- Ignore Case
  Required
Action
Write
- Collection
  Required
- Match Value
- Index
Action
Write
- Value
  Required
- Root Node Name
  Required
- Rows Node Name
  Required
Action
Write
- JSON Value
  Required
Action
Write
- JSON Value
  Required
- Header
  Required
- Alternate Header
- Table Attributes
- Omit Columns
- Order
Action
Write
- Input (JSON)
  Required
- Query
  Required
Action
Write
- JSON Value
  Required
Action
Write
- First value
  Required
- Second value
  Required
Action
Write
- Value
  Required
- Culture
  Required
- Format
  Required
Action
Write
- Position
  Required
- Horizontal Position
- Vertical Position
- Opacity
  Required
- File Name (optional)
- Background Image
  Required
- Foreground Image
  Required
Action
Write
- Output format
  Required
- File
  Required
Action
Write
- File
  Required
Action
Write
- Value
  Required
- Type
  Required
Action
Write
- File
  Required
Action
Write
- Degrees
  Required
- File
  Required
Action
Write
- Value
  Required
- Source Currency
  Required
- Target Currency
  Required
Action
Write
- Index
  Required
- Date
  Required
Action
Write
- Source
  Required
Action
Write
- Source
  Required
- Zoom Level
  Required
- Height
  Required
- Width
  Required
Action
Write
- Value
  Required
- Decimal Places
  Required
Action
Write
- Values
  Required
- Decimal Places
  Required
Action
Write
- Primary Value
  Required
- Secondary Value
  Required
- Decimal Places
  Required
Action
Write
- Values
  Required
- Decimal Places
  Required
Action
Write
- Primary Value
  Required
- Secondary Value
  Required
- Decimal Places
  Required
Action
Write
- Primary Value
  Required
- Root Value
  Required
- Decimal Places
  Required
Action
Write
- Value
  Required
- Decimal Places
  Required
Action
Write
- Primary Value
  Required
- Secondary Value
  Required
- Decimal Places
  Required
Action
Write
- Value
  Required
- Decimal Places
  Required
Action
Write
- Value
  Required
- Source
  Required
- Target
  Required
Action
Write
- Value
  Required
- Source
  Required
- Target
  Required
Action
Write
- Value
  Required
- Source
  Required
- Target
  Required
Action
Write
- Value
  Required
- Source
  Required
- Target
  Required
Action
Write
- Value
  Required
- Source
  Required
- Target
  Required
Action
Write
- Start
  Required
- End
  Required
Action
Write
- Values
  Required
- Decimal Places
  Required
Action
Write
- Source
  Required
- Target
  Required
- Trim
  Required
- Lowercase
  Required
Action
Write
- Value
  Required
- Case
  Required
Action
Write
- Input
  Required
Action
Write
- Uppercase
  Required
Action
Write
- Length
  Required
- Uppercase
  Required
- Lowercase
  Required
- Numeric
  Required
- Special
  Required
Action
Write
- Input
  Required
Action
Write
- Source
  Required
- Value
- -OR- Values Collection
- -OR- Regular Expression
Action
Write
- Source
  Required
Action
Write
- Value
  Required
- Character(s)
  Required
Action
Write
- Text
  Required
- Type
  Required
- Voice
  Required
Action
Write
- Source
  Required
- Type
Action
Write
- Source
  Required
Action
Write
- Input
  Required
- Algorithm
  Required
- Hash
  Required
Action
Write
- Source
  Required
- Units
  Required
Action
Write
- Source
  Required
- Units
  Required
- Duration
  Required
Action
Write

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Connect Simpro and PowerTools to integrate crucial parts of your business

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The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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Make work flow with AI

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Learn about AI automation

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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