Simplicate Integration

Unified CRM, projects, HR, and invoicing for professional services teams. Turn Simplicate project events into automated updates across your delivery stack. When Watch Contact Persons arrives, trigger Get a Contact Person or Get a CRM Document so teams stay aligned automatically.

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Supported triggers and actions for Simplicate integration

Triggers can detect changes in Simplicate and run actions that can create, search or modify data inside Simplicate automatically [3] — exactly how you set them.

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 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.
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.
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 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.
Make an API CallPerforms an arbitrary authorized API call.
Update a CRM PersonUpdates a person for the given ID.
Update a DocumentUpdates a document in the CRM system.
Update a DocumentUpdates a document with a given ID.
Update a LeaveUpdates a leave for the 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.
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.

How to integrate Simplicate in automation workflow?

3 simple steps to make your Simplicate connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

STEP 1

Select Simplicate in workflow

Pick Simplicate app in the workflow builder [4] - just one click to select the app.

STEP 2

Connect Simplicate

When prompted, authorize access to Simplicate in WEXTL once. Simplicate credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].

WEXTL wants to integrate with your Simplicate account. Approve?

STEP 3

Build a workflow

Build your workflow with Simplicate yourself or with WEXTL® AI Builder. Connect Simplicate to any available integrations [5], or use HTTP node to go beyond them.

Simplicate

How Simplicate connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Simplicate app is called in workflows. That allows your project management automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Simplicate supports.

Full Simplicate API documentation

The following table illustrates what fields Simplicate integration require during authorization flow inside our workflow builder [4].

Demonstration of Simplicate connection step inside WEXTL Workflow Builder [4].

Field	Type	Help
Environment URLRequired	url	A full URL of you environment of Simplicate. For example: `https://maxmeltech.simplicate.nl`.
API KeyRequired	password	Enter your API Key.You can obtain credentials inAPI settings.
API SecretRequired	password	Enter your API Secret.You can obtain credentials inAPI settings.

Connect Simplicate to popular apps on WEXTL

Enter a name of the other app you want to sync with Simplicate below. Click on selected app to explore integration options with Simplicate. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with Simplicate integration

Select Watch CRM Documents trigger from Simplicate - this will be a starting point in your automation. Whenever event happens in Simplicate, workflow will start [7] from Watch CRM Documents node.

Search for Create a CRM Person, connect it as the next step of integration sequence. You can use filters between Watch CRM Documents and Create a CRM Person, so only important data pass from Watch CRM Documents to the next step. WEXTL gives you full control over the process of Simplicate automation. All parts of workflow are visible on the canvas [4].

Simplicate on WEXTL has 73 modules for building project management automations. Explore Simplicate documentation for more.

Video slide demonstrates how Watch CRM Documents and Create a CRM Person nodes are used in Simplicate workflow.

Video slide demonstrates how Watch CRM Documents and Create a CRM Person [6] nodes are used in Simplicate workflow.

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". Triggers are start points of the workflow, and automations may start from them.

Integration has 70 actions, including "Get a Contact Person", "Get a CRM Document", and "Get a CRM Person", and more. Refer to our Simplicate Documentation for detailed inputs and outputs.

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 our customers do that in rare cases [4].

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

The Simplicate integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Simplicate official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.

Absolutely. Where Simplicate provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Simplicate or any other service sends event to webhook URL.

WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Simplicate inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Simplicate modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.

References

List of sources used to gather information about the Simplicate integration.

Simplicate integration source code, module specs and credentials implementation.
Internal Simplicate integration documentation, structured input and output parameters, scopes, and authentication methods.
Official Simplicate vendor API documentation — 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.
WEXTL® Apps Library
WEXTL® Simplicate App Documentation
WEXTL® Workflow Scheduler
WEXTL® HTTP node documentation

Simplicate Integration

Supported triggers and actions for Simplicate integration