Simpro + WeQuote
Create new WeQuote customers from new individual Simpro customers
When a new individual customer is added in Simpro, streamline your workflow by instantly creating a customer in WeQuote. This automation helps you ensure all your individuals clients are immediately mirrored in both systems, allowing for quick and efficient customer management. Save valuable time and enhance your customer service by keeping track of your individual clients without any manual effort.
When a new individual customer is added in Simpro, streamline your workflow by instantly creating a customer in WeQuote. This automation helps you ensure all your individuals clients are immediately mirrored in both systems, allowing for quick and efficient customer management. Save valuable time and enhance your customer service by keeping track of your individual clients without any manual effort.
- When this happens...
New Individual CustomerTriggers when an individual customer is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create a CustomerCreates a Customer on WeQuote using the supplier information.
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 foundProject IDRequired
Supplier ID
Status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
List Product
List all products in an organisation
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planList Suppliers
List the suppliers under your organisation
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPurchase Order Status Changed
Triggers when a PO status is changed (Please allow up to 1 minute for changes to be sent to Zapier).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project Status Changed
Triggers when a Project status is changed (Please allow up to 1 minute for changes to be sent to Zapier).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Quote Status Changed
Triggers when a quote status is changed (Please allow up to 1 minute for changes to be sent to Zapier).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Quote IDRequired
Area ID
Product IDRequired
QuantityRequired
Category ID
Cost Price
Sell Price
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Original Quote IDRequired
Customer IDRequired
Quote Number
Description / NameRequired
Assignee Email
Address Line 1
Address Line 2
Address Line 3
Town
County
Postcode
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer NameRequired
Account Number
Address Line 1
Address Line 2
Address Line 3
Town
County
Postcode
Country
Phone Number
Email Address
Website URL
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer IDRequired
Contact ID
Quote Number
Quote Description / NameRequired
Assignee Email
Address Line 1
Address Line 2
Address Line 3
Town
County
Postcode
Country
Currency ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Quote IDRequired
TypeRequired
Area Group ID
DescriptionRequired
Heading Content
Image ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Quote IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer Name
Account Number
ActionThis is an event a Zap performs.SearchFind existing data in your appQuote IDRequired
Description
ActionThis is an event a Zap performs.SearchFind existing data in your appProject IDRequired
Purchase Order Number
Supplier ID
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appQuote Number
Quote Description
ActionThis is an event a Zap performs.SearchFind existing data in your appSupplier Name
ActionThis is an event a Zap performs.SearchFind existing data in your appWeQuote IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSKURequired
Catalogue ID
ActionThis is an event a Zap performs.SearchFind existing data in your appArea or Area Group IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCustomer NameRequired
Account Number
Address Line 1
Address Line 2
Address Line 3
Town
County
Postcode
Country
Phone Number
Email Address
Website URL
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 foundQuote Number
Quote Description
Customer IDRequired
Contact ID
Quote Description / NameRequired
Assignee Email
Address Line 1
Address Line 2
Address Line 3
Town
County
Postcode
Country
Currency ID
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 foundList Currencies
List all the currencies enabled in the Wequote account
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planList Project
List the projects under your organisation
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planList Subsystems
List all the subsystems in the organisation
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPurchase Order Created
Triggers when a PO is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project Created
Triggers when a Project is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Quote Created
Triggers when a quote is created or cloned
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Customer IDRequired
First NameRequired
Surname
Position
Address Line 1
Address Line 2
Address Line 3
Town
County
Country
Postcode
Mobile
Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Purchase Order IDRequired
StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
Supplier IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Purchase Order IDRequired
QuantityRequired
SKU
Manufacturer Name
Model
Description
Unit Cost
Received Quantity
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Quote IDRequired
Blank Revision
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Quote IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Quote IDRequired
TypeRequired
Area Group ID
DescriptionRequired
Heading Content
Image ID
ActionThis is an event a Zap performs.SearchFind existing data in your appQuote IDRequired
Description
ActionThis is an event a Zap performs.SearchFind existing data in your appCustomer IDRequired
First Name
Surname
ActionThis is an event a Zap performs.SearchFind existing data in your appProject Number
Description
ActionThis is an event a Zap performs.SearchFind existing data in your appDescriptionRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPurchase Order IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProject IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSupplier IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCustomer IDRequired
First Name
Surname
First NameRequired
Surname
Position
Address Line 1
Address Line 2
Address Line 3
Town
County
Country
Postcode
Mobile
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
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