STEP 1
Connect Fergus and Simpro
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Fergus and Simpro Integration
Build project management workflows between Fergus and Simpro on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about Fergus and Simpro
Detailed info you need to know about Fergus and Simpro integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Fergus to Simpro
Set up your Fergus and Simpro integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Fergus and Simpro 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 Fergus and Simpro. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Fergus and Simpro work in WEXTL?
WEXTL exposes actions and triggers for Fergus and Simpro 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.
Fergus triggersSimpro actions
Fergus modules
- Accept a QuoteAccepts a quote in the system and confirms the transaction.
- Archive a SiteArchives a site.
- Create a Calendar EventCreates a new calendar event.
- Create a ContactCreates a new contact.
- Create a CustomerCreates a new customer.
- Create a JobCreates a new job in the system.
- Create a Job PhaseCreates a new phase for a job.
- Create a Job QuoteCreates a new quote for a job.
- Create a SiteCreates a new site.
- Create an EnquiryCreates a new enquiry.
- Decline a QuoteDeclines a quote in the service.
- Delete a Calendar EventDeletes a calendar event from the specified calendar.
- Delete a CustomerDeletes an existing customer.
- Finalize a JobMarks a job as finalized.
- Get a Calendar EventRetrieves an existing calendar event.
- Get a ContactRetrieves a specific contact.
- Get a CustomerRetrieves a specific customer.
- Get a Customer InvoiceRetrieves a specific customer invoice.
- Get a FavouriteRetrieves favourites for a specific section.
- Get a JobRetrieves a specific job.
- Get a Job Financial SummaryRetrieves the financial summary for a job.
- Get a Job PhaseRetrieves a specific job phase.
- Get a Job Phase Financial SummaryRetrieves the financial summary for a job phase.
- Get a Job QuoteRetrieves a specific job quote.
- Get a Price BookRetrieves a specific price book.
- Get a Price Book ItemRetrieves a specific price book item.
- Get a Pricing TierRetrieves a specific pricing tier.
- Get a QuoteRetrieves a quote using its GUID.
- Get a SiteRetrieves a specific site.
- Get a UserRetrieves a single user.
- Get an EnquiryRetrieves an enquiry.
- List Calendar EventsRetrieves all calendar events.
- List ContactsRetrieves all contacts.
- List Customer InvoicesRetrieves all customer invoices.
- List CustomersRetrieves all customers.
- List EnquiriesRetrieves all enquiries.
- List FavouritesRetrieves all favourites.
- List Job PhasesRetrieves all phases for a job.
- List Job QuotesRetrieves all quotes for a job.
- List JobsRetrieves all jobs.
- List NotesRetrieves all notes and their replies.
- List Price Book ItemsRetrieves items in a price book.
- List Price BooksRetrieves all price books.
- List Pricing TiersRetrieves all pricing tiers.
- List SitesRetrieves all sites.
- List Stock on HandRetrieves stock on hand across all phases.
- List Stock on Hand by PhaseRetrieves stock on hand for a job phase.
- List Time EntriesRetrieves all time entries.
- List UsersRetrieves all users.
- Make an API CallPerforms an arbitrary authorized API call.
Simpro modules
- Add Job AttachmentAdds a new attachment (file) to an existing job.
- Create a Company CustomerCreates a new company customer.
- Create a ContactCreates a new contact.
- Create a ContractorCreates a new contractor.
- Create a Contractor AttachmentCreates a new contractor attachment.
- Create a Contractor Attachment FolderCreates a new contractor attachment folder.
- Create a Customer AttachmentCreates a new customer attachment.
- Create a Customer Attachment FolderCreates a new customer attachment folder.
- Create a Customer NoteCreates a new customer note.
- Create a JobCreates a new job.
- Create a Job Attachment FolderCreates a new job attachment folder.
- Create a Job Cost CentreCreates a job cost centre.
- Create a LeadCreates a new lead.
- Create a Lead AttachmentCreates a new lead attachment.
- Create a Lead Attachment FolderCreates a new lead attachment folder.
- Create a Quote AttachmentCreates a new quote attachment.
- Create a Quote Attachment FolderCreates a new quote attachment folder.
- Create a SiteCreates a new site.
- Create a Site AttachmentCreates a new site attachment.
- Create a Site Attachment FolderCreates a new site attachment folder.
- Create an Individual CustomerCreates a new individual customer.
- Create an InvoiceCreates a new invoice.
- Delete a ContactDeletes a contact by id.
- Delete a ContractorDeletes a single contractor.
- Delete a Contractor AttachmentDeletes a contractor attachment.
- Delete a CustomerDeletes a customer from the company records.
- Delete a CustomerDeletes an individual customer.
- Delete a Customer AttachmentDeletes a customer attachment.
- Delete a Customer NoteDeletes a customer note.
- Delete a JobDeletes a job by id.
- Delete a Job AttachmentDeletes a job attachment by id.
- Delete a Job Cost CentreDeletes a job cost centre.
- Delete a LeadDeletes a lead by given id.
- Delete a Lead AttachmentDeletes a lead attachment.
- Delete a Quote AttachmentDeletes a quote attachment.
- Delete a SiteDeletes a site by given id.
- Delete a Site AttachmentDeletes a site attachment.
- Delete a TaskDeletes a task by id.
- Delete an InvoiceDeletes an invoice by id.
- Delete Contact or JobDeletes a contact or job record.
- Get a Company CustomerRetrieves a company customer's details.
- Get a ContactRetrieves a contact.
- Get a ContractorRetrieves a single contractor.
- Get a Contractor AttachmentRetrieves a contractor attachment.
- Get a Contractor Custom Field ValueRetrieves a custom field value for a contractor.
- Get a CustomerRetrieves details for a specific company customer.
- Get a Customer AttachmentRetrieves a customer attachment.
- Get a Customer Custom Field ValueRetrieves a custom field value for a specific customer.
- Get a Customer NoteRetrieves details of a customer note.
- Get a JobRetrieve a job by id.
Frequently asked questions
Common questions about connecting Fergus and Simpro.
Connect your Fergus and Simpro 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 Fergus's "Watch Calendar Events" fires, WEXTL can "Add Job Attachment" in Simpro. Fergus has 12 triggers (including Watch Calendar Events, Watch Contacts, and Watch Customer Invoices); Simpro has 100 actions (including Add Job Attachment, Create a Company Customer, and Create a Contact). 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. Fergus-to-Simpro 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 Fergus (or Simpro) 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 Fergus + Simpro 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 Fergus and Simpro integration.
- Fergus and Simpro integration source code, module specs and credentials implementation.
- Our Fergus and Simpro integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Fergus and Simpro — 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.
- Fergus integration information
- Simpro integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library