Simpro Integration

Trade and field service software for jobs, contacts, and work orders. Sync Simpro tasks, statuses, and assignees with chat, CRM, and documentation tools. When Watch Events fires, automatically continue with Get a Company Customer or Get a Contact.

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Supported triggers and actions for Simpro integration

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

Watch EventsTriggers when an event occurs.
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.
Get a LeadRetrieves details for a lead by ID.
Get a Lead AttachmentRetrieves a lead attachment.
Get a Lead Custom Field ValueRetrieves a custom field value for a lead.
Get a Quote AttachmentRetrieves a quote attachment.
Get a ScheduleRetrieves details for a schedule.
Get a SiteRetrieves details for a specific site.
Get a Site AttachmentRetrieves a site attachment.
Get a Site Custom Field ValueRetrieves a custom field value from a site.
Get a TaskRetrieves a task by ID.
Get an EmployeeRetrieves an existing employee by id.
Get an Individual CustomerRetrieves an individual's customer details.
Get an InvoiceRetrieves an invoice by id.
List Contractor AttachmentsRetrieves a list of contractor attachments.
List Contractor Custom FieldsRetrieves a list of custom fields of a contractor.
List Custom FieldsRetrieves a list of custom fields from a site.
List Customer AttachmentsRetrieves a list of customer attachments.
List Customer Custom FieldsRetrieves a list of custom fields of a customer.
List Customer NotesRetrieves a list of customer notes.
List Job Cost CentersRetrieves a list of job cost centers.
List Lead AttachmentsRetrieves a list of lead attachments.
List Lead Custom FieldsRetrieves a list of custom fields of a lead.
List Quote AttachmentsRetrieves a list of quote attachments.
Search Company CustomersSearches for company customers.
Search ContactsSearches for contacts.
Search ContractorsSearches for contractors.
Search CustomersSearches for customers.
Search Individual CustomersSearches for individual customers.
Search InvoicesSearches for invoices.
Search JobsRetrieves a list of jobs.
Search LeadsSearches for leads.
Search SchedulesSearches for schedules.
Search SitesSearches for sites.
Search TasksSearches for tasks.
Search Work OrdersSearches for work orders.
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.
Make an API CallPerforms an arbitrary authorized API call.
Update a Company CustomerUpdates an existing company customer.
Update a ContactUpdates a contact by ID.
Update a Contact Custom FieldUpdates custom fields for a given contact.
Update a ContractorUpdates an existing contractor.
Update a Contractor Custom FieldUpdates an existing contractor custom field value.
Update a Customer Custom FieldUpdates an existing customer custom field value.
Update a Customer NoteUpdates an existing customer note.
Update a JobUpdates an existing job by ID.
Update a Job Cost CenterUpdates a job cost center.
Update a LeadUpdates a lead by given id.
Update a Lead Custom FieldUpdates an existing lead custom field value.
Update a Site Custom FieldUpdates an existing site custom field value.
Update a TaskUpdates a task by given id.
Update an Individual CustomerUpdates an individual customer.
Update an InvoiceUpdates a given invoice.

How to integrate Simpro in automation workflow?

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

STEP 1

Select Simpro in workflow

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

STEP 2

Connect Simpro

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

WEXTL wants to integrate with your Simpro account. Approve?

STEP 3

Build a workflow

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

Simpro

How Simpro connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Simpro 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 Simpro supports.

Full Simpro API documentation

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

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

Field	Type	Help
SubdomainRequired	text	For example, https://`mycompany`.simprosuite.com. You should pass `mycompany` value only.
API Key (Secret Key)Required	text	API Key can be obtained at `Account -> Settings -> API`. Please, go to `System Setup` -> `API` -> `Application` -> `Create API Application`. Then copy and paste a `Token` value here.

Connect Simpro to popular apps on WEXTL

Enter a name of the other app you want to sync with Simpro below. Click on selected app to explore integration options with Simpro. 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 Simpro integration

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

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

Simpro on WEXTL has 101 modules for building project management automations. Explore Simpro documentation for more.

Video slide demonstrates how Watch Events and Add Job Attachment nodes are used in Simpro workflow.

Video slide demonstrates how Watch Events and Add Job Attachment [6] nodes are used in Simpro workflow.

Frequently asked questions

Common questions about automating Simpro in your workflows.

Simpro has 1 trigger, including "Watch Events". Triggers are start points of the workflow, and automations may start from them.

Integration has 100 actions, including "Get a Company Customer", "Get a Contact", and "Get a Contractor", and more. Refer to our Simpro 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 Simpro integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Simpro official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.

Absolutely. Where Simpro 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 Simpro 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 Simpro 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 Simpro 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 Simpro integration.

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

Simpro Integration

Supported triggers and actions for Simpro integration