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Set up your first integration
Quickly connect monday.com to Simpro with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate monday.com with Simpro - no code necessary. See how you can get setup in minutes.
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 "Create Company Customer" 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.
- Board IDRequired
Try ItTriggerInstant- Board IDRequired
- Group Names to trigger on
Try ItTriggerInstant- Board IDRequired
Try ItTriggerInstant- Board IDRequired
- Column IDRequired
Try ItTriggerInstant
- Item_created_in_board_copy
- Board IDRequired
Try ItTriggerInstant- New Board
Triggers when a new board is created.
Try ItTriggerPolling - Board IDRequired
- Column IDsRequired
Try ItTriggerInstant- Board IDRequired
- Column IDRequired
Try ItTriggerInstant
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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
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.
EngineeringNotify 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 OpsLearn how to automate monday.com on the Zapier blog
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.
