STEP 1
Connect ActiveCollab and Simplicate
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
ActiveCollab and Simplicate Integration
Keep ActiveCollab and Simplicate in sync by integrating their events and actions. When project management events happen in ActiveCollab, update the Simplicate automatically - without any line of code in visual workflow builder.
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Learn about ActiveCollab and Simplicate
Detailed info you need to know about ActiveCollab and Simplicate integrations in WEXTL. Explore which modules apps support and how you connect them.
ActiveCollab
Project management for tasks, collaboration, and team workloads. [5]
Simplicate
Unified CRM, projects, HR, and invoicing for professional services teams. [6]
How to connect ActiveCollab to Simplicate
Set up your ActiveCollab and Simplicate integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected ActiveCollab and Simplicate nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between ActiveCollab and Simplicate. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between ActiveCollab and Simplicate work in WEXTL?
WEXTL exposes actions and triggers for ActiveCollab and Simplicate that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
ActiveCollab triggersSimplicate actions
ActiveCollab modules
- Archive a CompanyArchives a company, making it inactive and preserving its information for future reference or audit purposes.
- Archive a UserArchives a user in the system.
- Cancel an InvoiceCancels an existing invoice in the system.
- Create a CompanyCreates a new company record.
- Create a PaymentCreates a payment in the system.
- Create a ProjectCreates a new project in the specified service.
- Create a UserCreates a new user in the system.
- Create an InvoiceCreates an invoice in the system.
- Delete a PaymentDeletes a payment from the system.
- Delete a UserDeletes a user from the database.
- Delete an InvoiceDeletes a specific invoice from the service.
- Duplicate an InvoiceDuplicates an existing invoice within the system.
- Export an InvoiceExports an invoice in PDF format.
- Export Invoice ReportExports an invoice report to the specified format or location.
- Get a CompanyRetrieves details of a specific company.
- Get a ProjectRetrieves information about a specific project.
- Get a UserRetrieves a user from the service by user ID.
- Get an InvoiceRetrieves the details of a specific invoice from the service.
- Get Invoice Private NotesRetrieves private notes associated with a specific invoice.
- List Archived InvoicesRetrieves a list of archived invoices.
- List CompaniesRetrieves a list of all companies.
- List CompaniesRetrieves a list of companies from the service.
- List Company InvoicesRetrieves a list of invoices for a company.
- List InvoicesRetrieves a list of invoices from the service.
- List PaymentsRetrieves a list of payments.
- List ProjectsRetrieves a list of projects.
- List UsersRetrieves a list of all users.
- List UsersRetrieves a list of users from the service.
- Make an API CallMakes an arbitrary API call.
- Remove a Client from a ProjectRemoves a specified client from an existing project.
- Run Invoice ReportGenerates an invoice report based on the specified criteria.
- Send an InvoiceSends an invoice to a specified recipient.
- Trash a CompanyDeletes a company record from the database.
- Update a PaymentUpdates a payment with the specified details.
- Update a ProjectUpdates a project with new details or changes in the service.
- Update a UserUpdates a user's profile information.
- Update an InvoiceUpdates an invoice with new details or information.
- Watch CompaniesTriggers when a new company is added or an existing company is updated.
- Watch InvoicesTriggers when an invoice is created or updated.
- Watch PaymentsTriggers when a payment is made or updated.
- Watch ProjectsTriggers when a new project is created or updated.
- Watch UsersTriggers when a user event occurs.
Simplicate modules
- Convert to ProjectShows if the provided sale ID can be converted to a project.
- Create a CRM PersonAdds a new person to the CRM.
- Create a DocumentCreates a document in the CRM system.
- Create a DocumentCreates a new document.
- Create a LeaveAdds a new leave entity in the HRM system.
- Create a Leave EntityAdds a new leave entity to the HRM system.
- Create a ProjectCreates a new project.
- Create a Sales DocumentCreates a sales document.
- Create a Sales QuoteCreates a sales quote template.
- Create an AbsenceAdds a new absence entity in the HRM system.
- Create an EmployeeAdds a new employee to the HRM system.
- Create an External DocumentAdds a new external document.
- Create an InvoiceAdds a new invoice.
- Create an Invoice DocumentCreates an invoice document.
- Create an Invoice PaymentCreates a new payment for an invoice.
- Delete a Contact PersonDeletes the contact person for a given ID.
- Delete a CRM PersonDeletes a person for the given ID.
- Delete a DocumentDeletes a document with the given ID.
- Delete a ProjectDeletes the project with the given ID.
- Delete a Sales DocumentDeletes a sales document with the given ID.
- Delete a Sales QuoteDeletes a sales quote template with the given ID.
- Delete an External DocumentDeletes an external document by a given ID.
- Delete an HRM AbsenceDeletes the absence for the given ID.
- Delete an InvoiceDeletes an invoice with a given ID.
- Delete an Invoice DocumentDeletes the document with the given ID.
- Delete CRM DocumentDeletes the document with the given ID.
- Get a Contact PersonFetches a single contact person by ID.
- Get a CRM DocumentFetches a single document from the CRM using its ID.
- Get a CRM PersonRetrieves a single person by ID from the CRM.
- Get a DocumentFetches a single document by ID.
- Get a Document DownloadRetrieves a single download by document ID.
- Get a Document TypeFetches a single document type by a given ID.
- Get a ProjectFetches a single project by ID.
- Get a Sales DocumentGets a single sales document by ID.
- Get a Sales QuoteFetches a single sales quote template by ID.
- Get an External DocumentFetches an external document using the given ID.
- Get an HRM AbsenceFetches a single absence by its ID.
- Get an HRM EmployeeFetches a single employee by ID.
- Get an InvoiceFetches a single invoice by ID.
- Get an Invoice DocumentFetches a single invoice document by its ID.
- Get an Invoice PaymentFetches a single payment by ID.
- Make an API CallPerforms an arbitrary authorized API call.
- Search Contact PersonsFetches all contact persons.
- Search CRM DocumentsFetches all available documents for the CRM.
- Search CRM PersonsFetches all persons from the CRM.
- Search Document TypesFetches all document types.
- Search DocumentsFetches all documents.
- Search EmployeesFetches all employees.
- Search External DocumentsFetches all external documents.
- Search HRM AbsencesFetches all absences for employees.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with ActiveCollab and Simplicate integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting ActiveCollab and Simplicate.
Connect your ActiveCollab and Simplicate accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when ActiveCollab's "Watch Companies" fires, WEXTL can "Convert to Project" in Simplicate. ActiveCollab has 5 triggers (including Watch Companies, Watch Invoices, and Watch Payments); Simplicate has 70 actions (including Convert to Project, Create a CRM Person, and Create a Document). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. ActiveCollab-to-Simplicate automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment ActiveCollab (or Simplicate) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your ActiveCollab + Simplicate automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the ActiveCollab and Simplicate integration.
- ActiveCollab and Simplicate integration source code, module specs and credentials implementation.
- Our ActiveCollab and Simplicate integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for ActiveCollab and Simplicate — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- ActiveCollab integration information
- Simplicate integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library