Simplicate Integrations

Unified CRM, projects, HR, and invoicing for professional services teams. Connect Simplicate to AI agents, automate workflows, and scale with confidence.

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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.
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 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.

Connect Simplicate to any app in workflows

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Frequently asked questions

Everything you need to know about connecting Simplicate to your workflows.

Connect your Simplicate account, choose a trigger or action, and map fields so data flows automatically between Simplicate and your workflows.

Simplicate Integrations

Simplicate triggers and actions

Connect Simplicate to any app in workflows

Frequently asked questions

How does Simplicate integration work in WEXTL?

Can Simplicate start a workflow automatically?

Can I send data to Simplicate from other systems?

Do I need coding to automate Simplicate?

What are common Simplicate use cases?

Can I control what data is sent to Simplicate?

Simplicate Integrations

Simplicate triggers and actions

Connect Simplicate to any app in workflows

Frequently asked questions

How does Simplicate integration work in WEXTL?

Can Simplicate start a workflow automatically?

Can I send data to Simplicate from other systems?

Do I need coding to automate Simplicate?

What are common Simplicate use cases?

Can I control what data is sent to Simplicate?

How do I handle errors in Simplicate workflows?

Is Simplicate integration secure?