What actions can I run in Simplicate?

70 actions are available, including "Get a Contact Person", "Get a CRM Document", and "Get a CRM Person", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

Simplicate Integrations

Unified CRM, projects, HR, and invoicing for professional services teams. Connect Simplicate project events to the rest of your delivery stack.

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Watch Contact PersonsTriggers when a new contact person is added.
Watch CRM DocumentsTriggers when a new document is added in the CRM.
Watch CRM PersonsTriggers when a new person is added to the CRM.
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 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.
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.
Search Contact PersonsFetches all contact persons.
Search CRM DocumentsFetches all available documents for the CRM.
Search CRM PersonsFetches all persons from the CRM.
Search DocumentsFetches all documents.
Search Document TypesFetches all document types.
Search EmployeesFetches all employees.
Search External DocumentsFetches all external documents.
Search HRM AbsencesFetches all absences for employees.
Search HRM LeaveFetches all leave for employees.
Search Invoice DocumentsFetches all available documents for invoices.
Search InvoicesFetches all invoices.
Search InvoicesFetches all payments.
Search ProjectsFetches all projects.
Search Sales DocumentsFetches all available documents for sales.
Search Sales QuotesFetches all available quote templates for sales.
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 new document.
Create a DocumentCreates a document in the CRM system.
Create a LeaveAdds a new leave entity in the HRM system.
Create a Leave EntityAdds a new leave entity to the HRM system.
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.
Create a ProjectCreates a new project.
Create a Sales DocumentCreates a sales document.
Create a Sales QuoteCreates a sales quote template.
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 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 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 CRM DocumentDeletes the document with the given ID.
Make an API CallPerforms an arbitrary authorized API call.
Update a CRM PersonUpdates a person for the given ID.
Update a DocumentUpdates a document with a given ID.
Update a DocumentUpdates a document in the CRM system.
Update a LeaveUpdates a leave for the given ID.
Update an EmployeeUpdates an existing employee in the HRM system.
Update an External DocumentUpdates an external document by a given ID.
Update an HRM AbsenceUpdates an absence for the given ID.
Update an InvoiceUpdates an invoice for a given ID.
Update an Invoice DocumentUpdates an invoice document with a specified ID.
Update an Invoice PaymentUpdates a payment for a given ID.
Update a ProjectUpdates a project using a given ID.
Update a Sales DocumentUpdates a sales document in the system.
Update a Sales QuoteUpdates a sales quote with a given ID.

When to use Simplicate

Common scenarios where Simplicate automation saves time and reduces manual work.

Use Simplicate's "Watch Contact Persons" trigger to react the instant an event occurs and push data into connected tools.
Run "Get a CRM Document" in Simplicate from any upstream event — map fields once and let the automation handle the rest.
Include "Watch CRM Persons" from Simplicate in larger multi-tool workflows to move data end-to-end without hand-offs.

Use in workflow automation

Start from Simplicate’s Watch CRM Documents trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Create a CRM Person as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 73 ready-made steps for project management work, and every run records what went in and what came back.

Simplicate workflow on the canvas: Watch CRM Documents then Create a CRM Person

Frequently asked questions

Common questions about automating Simplicate in your workflows.

Simplicate has 3 triggers, including "Watch Contact Persons", "Watch CRM Documents", and "Watch CRM Persons". Use them to start workflows the moment Simplicate events fire — no polling required.

Use in workflow automation

Start from Simplicate’s Watch CRM Documents trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Create a CRM Person as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 73 ready-made steps for project management work, and every run records what went in and what came back.

Simplicate Integrations

When to use Simplicate

Use in workflow automation

Frequently asked questions

Simplicate Integrations

When to use Simplicate

Connect Simplicate to any app in workflows

Use in workflow automation

Frequently asked questions

Connect Simplicate to any app in workflows

Connect Simplicate to any app in workflows

Connect Simplicate to any app in workflows

Simplicate Integrations

Simplicate triggers and actions

When to use Simplicate

Use in workflow automation

Frequently asked questions

What triggers does Simplicate support?

What actions can I run in Simplicate?

Do I need to write code to automate this?

Is the integration secure?

Simplicate Integrations

Simplicate triggers and actions

When to use Simplicate

Connect Simplicate to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does Simplicate support?

What actions can I run in Simplicate?

Do I need to write code to automate this?

Is the integration secure?

Connect Simplicate to any app in workflows

Connect Simplicate to any app in workflows

Connect Simplicate to any app in workflows