CrewTraka + Simpro + Formatter by Zapier

Add new Simpro Sites to CrewTraka as projects

Keep your job sites up to date by automatically creating a project in CrewTraka when a new site is added in Simpro. This Zap ensures your crew always has the latest site info for scheduling and project management.

When this happens...
New Site
Triggers when a site is created.
TriggerInstant
automatically do this...
Date / Time
Work with dates and times to change formatting or add/subtract time (with line-item support).
ActionWrite
then do this!
Create Project
Creates a new project.
ActionWrite

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Supported triggers and actions

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 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
Action
Write

- 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
Action
Write
- 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
Action
Write
- 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
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 NameRequired
- Family Name
- Fax
- Department
- Position
- Notes
Action
Search or write
- ID
- 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
Action
Search or write
- TransformRequired
Action
Write
- TransformRequired
Action
Write
New Employee
Triggers when a new employee is created.
Trigger
Instant
Try It
New Leave
Triggers when a new leave request is created.
Trigger
Instant
Try It
New Timecard
Triggers when a new timecard is created.
Trigger
Instant
Try It
- ProjectRequired
- Purchased ByRequired
- Supplier
- Purchase DateRequired
- Due DateRequired
- Invoice Number
- DescriptionRequired
- Total AmountRequired
- Needs Reimbursement
Action
Write
- Name
- AddressRequired
- DescriptionRequired
- Start DateRequired
- Complete DateRequired
- Supervisor Name
- Supervisor Phone
- Client Name
- Contract Price
Action
Write
- Full Name
- Mobile Number
- Email Address
Action
Search
- Full NameRequired
- Mobile NumberRequired
- Email Address
- TypeRequired
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
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 NameRequired
- Family Name
- Email
- Work Phone
- Fax
- Cell Phone
- Department
- Position
- Notes
- Alt Phone
Action
Write
- 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
Action
Write
- StaffRequired
- Date
- Start TimeRequired
- End TimeRequired
- Schedule RateRequired
- 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
- 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
Action
Search or write
- ID
- 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
Action
Search or write
- TransformRequired
Action
Write
- TransformRequired
Action
Write
New Expense
Triggers when a new expense is created.
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Instant
Try It
- TypeRequired
- Full NameRequired
- Mobile NumberRequired
Action
Write
- EmployeeRequired
- ReasonRequired
- TypeRequired
- Start DateRequired
- End DateRequired
- HoursRequired
Action
Write
- ProjectRequired
- EmployeeRequired
- Job DetailsRequired
- Start TimeRequired
- End TimeRequired
Action
Write
- Name
- Address
- Description
Action
Search
- Name
- AddressRequired
- DescriptionRequired
- Start DateRequired
- Complete DateRequired
- Supervisor Name
- Supervisor Phone
- Client Name
- Contract Price
Action
Search or write

About CrewTraka

CrewTraka is a tool to manage your crew and projects.

Related categories

Time Tracking Software

About Simpro

Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.

Learn more

Related categories

Project Management

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

Learn more

CrewTraka + Simpro + Formatter by Zapier

Add new Simpro Sites to CrewTraka as projects

New Company Customer

New Individual Customer

New Job

New Quote

New Schedule

New Site

Create Company Customer

Create Individual Customer

Create Service Quote

Create Site

Find Quote

Find Site

Find Individual Customer

Find or Create Contact

Find or Create Company Customer

Date / Time

Text

New Employee

New Leave

New Timecard

Create Expense

Create Project

Find Employee

Find or Create Employee

Company Customer Updated

Individual Customer Updated

Job Updated

Quote Updated

Schedule Updated

Site Updated

Create Contact

Create Service Job

Create Schedule Block(s)

Find Contact

Find Schedule

Find Company Customer

Find Job

Find or Create Site

Find or Create Individual Customer

Numbers

Utilities

New Expense

New Project

Create Employee

Create Leave

Create Timecard

Find Project

Find or Create Project

About CrewTraka

Related categories

About Simpro

Related categories

About Formatter by Zapier

Related categories