About this integration
Unified CRM, projects, HR, and invoicing for professional services teams. Connect it to any workflow without writing code.
You can choose from 3 triggers, 30 search modules and 40 actions. The connection type is basic authentication.
How to connect
The credential form asks for Environment URL, API Key, and API Secret.
Prefer the interactive builder form? Open it on the app page.
Enter your credentials below. WEXTL stores them encrypted and uses them only to call the API on your behalf.
| Field | Type | Help |
|---|---|---|
Environment URLRequired | url | A full URL of you environment of Simplicate. For example: |
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. |
Use it in workflow automation
Start with Watch Contact Persons, then add Convert to Project.
The canvas below runs Watch Contact Persons into Convert to Project — watch the video, then drop a node onto the canvas.
Select the Watch CRM Documents trigger and the workflow fires automatically when the event occurs — no polling required.
Then add Create a CRM Person as the next node. Branch, filter, or hand off to other integrations from there.
The integration includes 43 ready-made modules for project management work — each run logs its inputs and outputs for debugging.
Simplicate workflow on the canvas: Watch CRM Documents then Create a CRM Person
Triggers, searches and actions
Explore the fields available for each Simplicate trigger, search, and action — 3 triggers, 30 searchs, and 40 actions.
Triggers
Whenever something changes in the app, one of 3 available triggers can start a run immediately.
- Watch Contact Persons
- Watch CRM Documents
- Watch CRM Persons
Searches
30 search modules let you query the app mid-run and feed the results to the next step.
- Get a Contact Person
- Get a CRM Document
- Get a CRM Person
- Get a Document
- Get a Document Download
Actions
Use 40 action modules to write data back into the app from anywhere in a run.
- Convert to Project
- Create a CRM Person
- Create a Document
- Create a Document
- Create a Leave
Explore the fields available for each Simplicate trigger, search, and action.
Triggers
| Field | Type |
|---|---|
ID | text |
Organization | object |
ID | text |
Name | text |
Relation number | text |
Person | object |
ID | text |
Full name | text |
Relation number | text |
Created at | text |
Updated at | text |
Is active | boolean |
Work function | text |
Work email | text |
Work phone | text |
Work mobile | text |
Person ID | text |
| Field | Type |
|---|---|
ID | text |
Download URL | text |
Document type | object |
ID | text |
Label | text |
Linked to | array |
Created by | object |
ID | text |
Person ID | text |
Name | text |
Created at | text |
Updated at | text |
Title | text |
Description | text |
| Field | Type |
|---|---|
ID | text |
Gender ID | text |
Use custom salutation | boolean |
Custom salutation | text |
Interests | array |
Simplicate URL | text |
Address | array |
Relation manager | object |
ID | text |
Person ID | text |
Name | text |
Bank account | text |
Function | text |
Type | object |
Employment status | text |
Civil status | text |
Work phone | text |
Work mobile | text |
Teams | array |
Is employee | number |
Linked as contact to organization | array |
Custom fields | array |
Created at | text |
Updated at | text |
Is active | boolean |
Relation type | object |
ID | text |
Label | text |
Color | text |
Type | text |
Searches
| Field | Type |
|---|---|
Person IDRequired | choice |
| Field | Type |
|---|---|
Data | object |
ID | text |
Organization | object |
Person | object |
Created at | text |
Updated at | text |
Is active | boolean |
Work function | text |
Work email | text |
Work phone | text |
Work mobile | text |
Metadata | object |
Count | number |
Total count | number |
Offset | number |
Limit | number |
Upper limit | number |
Nocleanup | boolean |
Checksum | text |
Errors | array |
Debug | array |
| Field | Type |
|---|---|
Document IDRequired | choice |
| Field | Type |
|---|---|
Data | object |
ID | text |
Download URL | text |
Document type | object |
Linked to | array |
Created by | object |
Created at | text |
Updated at | text |
Title | text |
Description | text |
Metadata | object |
Count | number |
Total count | number |
Offset | number |
Limit | number |
Upper limit | number |
Nocleanup | boolean |
Checksum | text |
Errors | array |
Debug | array |
| Field | Type |
|---|---|
Person IDRequired | choice |
| Field | Type |
|---|---|
Data | object |
ID | text |
Gender ID | text |
Use custom salutation | boolean |
Custom salutation | text |
Interests | array |
Simplicate URL | text |
Address | array |
Relation manager | object |
Teams | array |
Is employee | number |
Metadata | object |
Count | number |
Total count | number |
Offset | number |
Limit | number |
Upper limit | number |
Nocleanup | boolean |
Checksum | text |
Errors | array |
Debug | array |
| Field | Type |
|---|---|
Document IDRequired | choice |
| Field | Type |
|---|---|
Data | object |
ID | text |
Download URL | text |
Document type | object |
Linked to | array |
Created by | object |
Created at | text |
Updated at | text |
Title | text |
Description | text |
Metadata | object |
Count | number |
Total count | number |
Offset | number |
Limit | number |
Upper limit | number |
Nocleanup | boolean |
Checksum | text |
Errors | array |
Debug | array |
| Field | Type |
|---|---|
IDRequired | choice |
| Field | Type |
|---|---|
File | file |
| Field | Type |
|---|---|
Document Type IDRequired | choice |
| Field | Type |
|---|---|
Data | object |
ID | text |
Label | text |
Description | text |
Can have attachment | boolean |
Is for crm | boolean |
Is for contact | boolean |
Is for sale | boolean |
Is for debtor | boolean |
Is for project | boolean |
Is for subscription | boolean |
Metadata | object |
Count | number |
Total count | number |
Offset | number |
Limit | number |
Upper limit | number |
Nocleanup | boolean |
Checksum | text |
Errors | array |
Debug | array |
| Field | Type |
|---|---|
Document IDRequired | choice |
| Field | Type |
|---|---|
Data | object |
ID | text |
Download URL | text |
Document type | object |
Linked to | array |
Created by | object |
Created at | text |
Updated at | text |
Title | text |
Description | text |
Metadata | object |
Count | number |
Total count | number |
Offset | number |
Limit | number |
Upper limit | number |
Nocleanup | boolean |
Checksum | text |
Errors | array |
Debug | array |
| Field | Type |
|---|---|
Absence IDRequired | choice |
| Field | Type |
|---|---|
Data | object |
ID | text |
Employee | object |
Hours | number |
Absencetype | object |
Ongoing absence | boolean |
Created at | text |
Updated at | text |
Year | number |
Start date | text |
End date | text |
Metadata | object |
Count | number |
Total count | number |
Offset | number |
Limit | number |
Upper limit | number |
Nocleanup | boolean |
Checksum | text |
Errors | array |
Debug | array |
| Field | Type |
|---|---|
Employee IDRequired | choice |
| Field | Type |
|---|---|
Data | object |
ID | text |
Person ID | text |
Name | text |
Bank account | text |
Function | text |
Type | object |
Employment status | text |
Civil status | text |
Work phone | text |
Work mobile | text |
Metadata | object |
Count | number |
Total count | number |
Offset | number |
Limit | number |
Upper limit | number |
Nocleanup | boolean |
Checksum | text |
Errors | array |
Debug | array |
| Field | Type |
|---|---|
Invoice IDRequired | choice |
| Field | Type |
|---|---|
Data | object |
ID | text |
Contact ID | text |
Payment term | object |
Invoice lines | array |
Invoice number | text |
Status | text |
Total excluding vat | number |
Total vat | number |
Total including vat | number |
Total outstanding | number |
Metadata | object |
Count | number |
Total count | number |
Offset | number |
Limit | number |
Upper limit | number |
Nocleanup | boolean |
Checksum | text |
Errors | array |
Debug | array |
| Field | Type |
|---|---|
Document IDRequired | choice |
| Field | Type |
|---|---|
Data | object |
ID | text |
Download URL | text |
Document type | object |
Linked to | array |
Created by | object |
Created at | text |
Updated at | text |
Title | text |
Description | text |
Metadata | object |
Count | number |
Total count | number |
Offset | number |
Limit | number |
Upper limit | number |
Nocleanup | boolean |
Checksum | text |
Errors | array |
Debug | array |
| Field | Type |
|---|---|
Payment IDRequired | choice |
| Field | Type |
|---|---|
Data | object |
ID | text |
Invoice ID | text |
Date | text |
Amount | number |
Description | text |
Metadata | object |
Count | number |
Total count | number |
Offset | number |
Limit | number |
Upper limit | number |
Nocleanup | boolean |
Checksum | text |
Errors | array |
Debug | array |
| Field | Type |
|---|---|
Project IDRequired | choice |
| Field | Type |
|---|---|
Data | object |
ID | text |
Project manager | object |
Project status | object |
Hours rate type | text |
Abnormal address | boolean |
Abnormal person ID | text |
Abnormal organization ID | text |
Organization | object |
Person | object |
Separate invoice recipient | object |
Metadata | object |
Count | number |
Total count | number |
Offset | number |
Limit | number |
Upper limit | number |
Nocleanup | boolean |
Checksum | text |
Errors | array |
Debug | array |
| Field | Type |
|---|---|
Document IDRequired | choice |
| Field | Type |
|---|---|
Data | object |
ID | text |
Download URL | text |
Document type | object |
Linked to | array |
Created by | object |
Created at | text |
Updated at | text |
Title | text |
Description | text |
Metadata | object |
Count | number |
Total count | number |
Offset | number |
Limit | number |
Upper limit | number |
Nocleanup | boolean |
Checksum | text |
Errors | array |
Debug | array |
| Field | Type |
|---|---|
Quote IDRequired | choice |
| Field | Type |
|---|---|
Data | object |
ID | text |
Quotetemplate | object |
Send type | text |
Quote number | text |
Quote date | text |
Quotestatus | object |
JSON | text |
Services | array |
Total excl | text |
Total incl | text |
Metadata | object |
Count | number |
Total count | number |
Offset | number |
Limit | number |
Upper limit | number |
Nocleanup | boolean |
Checksum | text |
Errors | array |
Debug | array |
| Field | Type |
|---|---|
Limit | number |
Sort | text |
Select | text |
| Field | Type |
|---|---|
ID | text |
Organization | object |
ID | text |
Name | text |
Relation number | text |
Person | object |
ID | text |
Full name | text |
Relation number | text |
Created at | text |
Updated at | text |
Is active | boolean |
Work function | text |
Work email | text |
Work phone | text |
Work mobile | text |
Person ID | text |
| Field | Type |
|---|---|
Limit | number |
Sort | text |
| Field | Type |
|---|---|
ID | text |
Download URL | text |
Document type | object |
ID | text |
Label | text |
Linked to | array |
Created by | object |
ID | text |
Person ID | text |
Name | text |
Created at | text |
Updated at | text |
Title | text |
Description | text |
| Field | Type |
|---|---|
Limit | number |
Sort | text |
Select | text |
| Field | Type |
|---|---|
ID | text |
Gender ID | text |
Use custom salutation | boolean |
Custom salutation | text |
Interests | array |
Simplicate URL | text |
Address | array |
Relation manager | object |
ID | text |
Person ID | text |
Name | text |
Bank account | text |
Function | text |
Type | object |
Employment status | text |
Civil status | text |
Work phone | text |
Work mobile | text |
Teams | array |
Is employee | number |
Linked as contact to organization | array |
Custom fields | array |
Created at | text |
Updated at | text |
Is active | boolean |
Relation type | object |
ID | text |
Label | text |
Color | text |
Type | text |
| Field | Type |
|---|---|
Limit | number |
Sort | text |
| Field | Type |
|---|---|
ID | text |
Download URL | text |
Document type | object |
ID | text |
Label | text |
Linked to | array |
Created by | object |
ID | text |
Person ID | text |
Name | text |
Created at | text |
Updated at | text |
Title | text |
Description | text |
| Field | Type |
|---|---|
Limit | number |
Sort | text |
| Field | Type |
|---|---|
ID | text |
Label | text |
Description | text |
Can have attachment | boolean |
Is for crm | boolean |
Is for contact | boolean |
Is for sale | boolean |
Is for debtor | boolean |
Is for project | boolean |
Is for subscription | boolean |
Is for employee | boolean |
Is for invoice | boolean |
Is for myorganizationprofile | boolean |
Is blocked | boolean |
Is visible on all | boolean |
| Field | Type |
|---|---|
Limit | number |
Sort | text |
| Field | Type |
|---|---|
ID | text |
Person ID | text |
Name | text |
Bank account | text |
Function | text |
Type | object |
ID | text |
Label | text |
Employment status | text |
Civil status | text |
Work phone | text |
Work mobile | text |
Work email | text |
Hourly sales tariff | number |
Hourly cost tariff | number |
Avatar | object |
URL small | text |
URL large | text |
Initials | text |
Color | text |
Created at | text |
Updated at | text |
| Field | Type |
|---|---|
Limit | number |
Sort | text |
| Field | Type |
|---|---|
ID | text |
Download URL | text |
Document type | object |
ID | text |
Label | text |
Linked to | array |
Created by | object |
ID | text |
Person ID | text |
Name | text |
Created at | text |
Updated at | text |
Title | text |
Description | text |
| Field | Type |
|---|---|
Limit | number |
Sort | text |
| Field | Type |
|---|---|
ID | text |
Employee | object |
ID | text |
Person ID | text |
Name | text |
Hours | number |
Absencetype | object |
ID | text |
Label | text |
Blocked | boolean |
Color | text |
Ongoing absence | boolean |
Created at | text |
Updated at | text |
Year | number |
Start date | text |
End date | text |
Description | text |
| Field | Type |
|---|---|
Limit | number |
Sort | text |
| Field | Type |
|---|---|
ID | text |
Employee | object |
ID | text |
Person ID | text |
Name | text |
Leavetype | object |
ID | text |
Label | text |
Blocked | boolean |
Color | text |
Affects balance | boolean |
Leave status | object |
ID | text |
Label | text |
Created at | text |
Updated at | text |
Start date | text |
End date | text |
Year | number |
Hours | number |
Description | text |
| Field | Type |
|---|---|
Limit | number |
Sort | text |
| Field | Type |
|---|---|
ID | text |
Download URL | text |
Document type | object |
ID | text |
Label | text |
Linked to | array |
Created by | object |
ID | text |
Person ID | text |
Name | text |
Created at | text |
Updated at | text |
Title | text |
Description | text |
| Field | Type |
|---|---|
Limit | number |
Sort | text |
| Field | Type |
|---|---|
ID | text |
Contact ID | text |
Payment term | object |
Name | text |
Days | number |
Method | text |
Invoice lines | array |
Invoice number | text |
Status | text |
Total excluding vat | number |
Total vat | number |
Total including vat | number |
Total outstanding | number |
Organization | object |
ID | text |
Name | text |
Relation number | text |
Person | object |
ID | text |
Full name | text |
Relation number | text |
My organization profile | object |
ID | text |
Organization | object |
Subscription cycle | object |
Start date | text |
End date | text |
Is invoiced | boolean |
Project | object |
ID | text |
Name | text |
Project number | text |
Organization | object |
Person | object |
Project manager | object |
Separate invoice recipient | object |
Has register mileage enabled | boolean |
Projects | array |
| Field | Type |
|---|---|
Limit | number |
Sort | text |
| Field | Type |
|---|---|
ID | text |
Invoice ID | text |
Date | text |
Amount | number |
Description | text |
| Field | Type |
|---|---|
Limit | number |
Sort | text |
| Field | Type |
|---|---|
ID | text |
Project manager | object |
ID | text |
Person ID | text |
Name | text |
Project status | object |
ID | text |
Label | text |
Color | text |
Hours rate type | text |
Abnormal address | boolean |
Abnormal person ID | text |
Abnormal organization ID | text |
Organization | object |
ID | text |
Name | text |
Relation number | text |
Person | object |
ID | text |
Full name | text |
Relation number | text |
Separate invoice recipient | object |
Organization | object |
Person | object |
Contact | object |
Is separate invoice recipient | boolean |
Contact | object |
ID | text |
Person | object |
Organization | object |
My organization profile | object |
ID | text |
Organization | object |
Divergent payment term | object |
ID | text |
Name | text |
Days | number |
Method | text |
Employees | array |
Teams | array |
Budget | object |
Hours | object |
Costs | object |
Total | object |
| Field | Type |
|---|---|
Limit | number |
Sort | text |
| Field | Type |
|---|---|
ID | text |
Download URL | text |
Document type | object |
ID | text |
Label | text |
Linked to | array |
Created by | object |
ID | text |
Person ID | text |
Name | text |
Created at | text |
Updated at | text |
Title | text |
Description | text |
| Field | Type |
|---|---|
Limit | number |
Sort | text |
| Field | Type |
|---|---|
ID | text |
Quotetemplate | object |
Description | text |
ID | text |
Type | text |
HTML | text |
Is blocked | boolean |
JSON | text |
Name | text |
Created at | text |
Updated at | text |
Send type | text |
Quote number | text |
Quote date | text |
Quotestatus | object |
ID | text |
Label | text |
Color | text |
JSON | text |
Services | array |
Total excl | text |
Total incl | text |
Total vat | text |
Vat | object |
Grand totals | object |
Receivers | object |
Valid days | number |
Payment term | object |
Actions
| Field | Type |
|---|---|
IDRequired | text |
| Field | Type |
|---|---|
Data | object |
ID | text |
Responsible employee | object |
Person | object |
Organization | object |
Progress | object |
Source | object |
Status | object |
Separate invoice recipient | object |
Teams | array |
Custom fields | array |
Metadata | object |
Count | number |
Total count | number |
Offset | number |
Limit | number |
Upper limit | number |
Nocleanup | boolean |
Checksum | text |
Errors | array |
Debug | array |
| Field | Type |
|---|---|
Interests | array |
Address | object |
Type | text |
Line 1 | text |
Line 2 | text |
Postal code | text |
Province | text |
Locality | text |
Country code | text |
Country ID | text |
Linked as contact to organization | array |
Gender ID | text |
Teams | array |
Custom fields | array |
Relation type | object |
ID | text |
Label | text |
Color | text |
Type | text |
Gender | text |
Initials | text |
First name | text |
Family name prefix | text |
Family name | text |
Full name | text |
Date of birth | text |
Note | text |
Email | text |
| Field | Type |
|---|---|
Linked to | array |
Document type ID | choice |
Upload queue ID | text |
Title | text |
Description | text |
| Field | Type |
|---|---|
Linked to | array |
Document type ID | choice |
Upload queue ID | text |
Title | text |
Description | text |
| Field | Type |
|---|---|
Employee ID | choice |
Leave type ID | choice |
Is time defined | boolean |
Start date | text |
End date | text |
Year | number |
Hours | number |
Description | text |
| Field | Type |
|---|---|
Leave IDRequired | choice |
| Field | Type |
|---|---|
Data | object |
ID | text |
Employee | object |
Leavetype | object |
Leave status | object |
Created at | text |
Updated at | text |
Start date | text |
End date | text |
Year | number |
Hours | number |
Metadata | object |
Count | number |
Total count | number |
Offset | number |
Limit | number |
Upper limit | number |
Nocleanup | boolean |
Checksum | text |
Errors | array |
Debug | array |
| Field | Type |
|---|---|
Start date | text |
End date | text |
Year | number |
Description | text |
Employee ID | choice |
Absence type ID | choice |
Is time defined | boolean |
| Field | Type |
|---|---|
Person ID | choice |
Supervisor | object |
ID | text |
Status | object |
ID | text |
Custom fields | array |
| Field | Type |
|---|---|
Linked to | array |
Document type ID | choice |
External URL | text |
Extension | text |
Title | text |
Description | text |
| Field | Type |
|---|---|
Payment term ID | choice |
Invoice lines | array |
Status ID | text |
My organization profile ID | choice |
Organization ID | choice |
Person ID | choice |
Date | text |
Subject | text |
Reference | text |
Project ID | choice |
Comments | text |
| Field | Type |
|---|---|
Linked to | array |
Document type ID | choice |
Upload queue ID | text |
Title | text |
Description | text |
| Field | Type |
|---|---|
Invoice ID | choice |
Date | text |
Amount | number |
Description | text |
| Field | Type |
|---|---|
Project manager ID | text |
Project status ID | text |
Separate invoice recipient | object |
Organization ID | text |
Person ID | text |
Contact ID | text |
Is separate invoice recipient | boolean |
Divergent payment term ID | text |
Teams | array |
Custom fields | array |
My organization profile ID | choice |
Person ID | choice |
Organization ID | choice |
Contact ID | choice |
Name | text |
Billable | boolean |
Can register mileage | boolean |
Project number | text |
Note | text |
Start date | text |
| Field | Type |
|---|---|
Linked to | array |
Document type ID | choice |
Upload queue ID | text |
Title | text |
Description | text |
| Field | Type |
|---|---|
Quotetemplate ID | choice |
Sales ID | choice |
Quote subject | text |
JSON | text |
Customer reference | text |
Is blocked | number |
| Field | Type |
|---|---|
Person IDRequired | choice |
| Field | Type |
|---|---|
Person IDRequired | choice |
| Field | Type |
|---|---|
Document IDRequired | choice |
| Field | Type |
|---|---|
Document IDRequired | choice |
| Field | Type |
|---|---|
Absence IDRequired | choice |
| Field | Type |
|---|---|
Invoice IDRequired | choice |
| Field | Type |
|---|---|
Document IDRequired | choice |
| Field | Type |
|---|---|
Project IDRequired | choice |
| Field | Type |
|---|---|
Document IDRequired | choice |
| Field | Type |
|---|---|
Quote IDRequired | choice |
| Field | Type |
|---|---|
Document IDRequired | choice |
| Field | Type |
|---|---|
URLRequired | text |
MethodRequired | choice |
Headers | array |
Header | object |
Query String | array |
Parameter | object |
Body | text |
| Field | Type |
|---|---|
Body | text |
Headers | object |
Status code | number |
| Field | Type |
|---|---|
Person IDRequired | choice |
Interests | array |
Address | object |
Type | text |
Line 1 | text |
Line 2 | text |
Postal code | text |
Province | text |
Locality | text |
Country code | text |
Country ID | text |
Linked as contact to organization | array |
Gender ID | text |
Teams | array |
Custom fields | array |
Relation type | object |
ID | text |
Label | text |
Color | text |
Type | text |
Gender | text |
Initials | text |
First name | text |
Family name prefix | text |
Family name | text |
Full name | text |
Date of birth | text |
Note | text |
| Field | Type |
|---|---|
Document IDRequired | text |
Document type ID | choice |
Upload queue ID | text |
Title | text |
Description | text |
| Field | Type |
|---|---|
Document IdRequired | choice |
Document type ID | choice |
Upload queue ID | text |
Title | text |
Description | text |
| Field | Type |
|---|---|
Leave IDRequired | choice |
Employee ID | choice |
Leave type ID | choice |
Is time defined | boolean |
Start date | text |
End date | text |
Year | number |
Hours | number |
Description | text |
| Field | Type |
|---|---|
Employee IDRequired | choice |
Person ID | choice |
Supervisor | object |
ID | text |
Status | object |
ID | text |
Custom fields | array |
| Field | Type |
|---|---|
Document IDRequired | choice |
Document type ID | choice |
External URL | text |
Extension | text |
Title | text |
Description | text |
| Field | Type |
|---|---|
Absence IDRequired | choice |
Start date | text |
End date | text |
Year | number |
Description | text |
Employee ID | choice |
Absence type ID | choice |
Is time defined | boolean |
| Field | Type |
|---|---|
Invoice IDRequired | choice |
My organization profile ID | choice |
Organization ID | choice |
Person ID | choice |
Date | text |
Subject | text |
Reference | text |
Project ID | choice |
Comments | text |
| Field | Type |
|---|---|
Document IDRequired | choice |
Document type ID | choice |
Upload queue ID | text |
Title | text |
Description | text |
| Field | Type |
|---|---|
Payment IDRequired | choice |
Invoice ID | choice |
Date | text |
Amount | number |
Description | text |
| Field | Type |
|---|---|
User IDRequired | choice |
Project manager ID | text |
Project status ID | text |
Separate invoice recipient | object |
Organization ID | choice |
Person ID | choice |
Contact ID | choice |
Is separate invoice recipient | boolean |
Divergent payment term ID | text |
Teams | array |
Custom fields | array |
My organization profile ID | choice |
Person ID | choice |
Organization ID | choice |
Contact ID | choice |
Name | text |
Billable | boolean |
Can register mileage | boolean |
Project number | text |
Note | text |
| Field | Type |
|---|---|
Document IDRequired | choice |
Document type ID | choice |
Upload queue ID | text |
Title | text |
Description | text |
| Field | Type |
|---|---|
Quote IDRequired | choice |
Quotetemplate ID | choice |
Sales ID | choice |
Quote subject | text |
JSON | text |
Customer reference | text |
Is blocked | number |

