What actions can I run in Simpro?

100 actions are available, including "Get a Company Customer", "Get a Contact", and "Get a Contractor", 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.

Simpro Integrations

Trade and field service software for jobs, contacts, and work orders. Sync Simpro tasks, statuses, and assignees with chat, CRM, and docs.

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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 an EmployeeRetrieves an existing employee by id.
Get an Individual CustomerRetrieves an individual's customer details.
Get an InvoiceRetrieves an invoice by id.
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.
List Contractor AttachmentsRetrieves a list of contractor attachments.
List Contractor Custom FieldsRetrieves a list of custom fields of a contractor.
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 Custom FieldsRetrieves a list of custom fields from a site.
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 an Individual CustomerCreates a new individual customer.
Create an InvoiceCreates a new invoice.
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.
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 an InvoiceDeletes an invoice by id.
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 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 an Individual CustomerUpdates an individual customer.
Update an InvoiceUpdates a given invoice.
Update a Site Custom FieldUpdates an existing site custom field value.
Update a TaskUpdates a task by given id.

When to use Simpro

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

React to "Watch Events" in Simpro in real time: route the event into CRM, chat, ticketing, or any connected service.
Use "Get a Contact" as an automated action in Simpro so records stay consistent whenever something changes elsewhere in your stack.
Layer "Get a Contact" from Simpro with filters, transforms, and AI steps to build automations that match your exact business logic.

Use in workflow automation

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

Add Add Job Attachment 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 101 ready-made steps for project management work, and every run records what went in and what came back.

Simpro workflow on the canvas: Watch Events then Add Job Attachment

Frequently asked questions

Common questions about automating Simpro in your workflows.

Simpro has 1 trigger, including "Watch Events". Use them to start workflows the moment Simpro events fire — no polling required.

Use in workflow automation

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

Add Add Job Attachment 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 101 ready-made steps for project management work, and every run records what went in and what came back.

Simpro Integrations

When to use Simpro

Use in workflow automation

Frequently asked questions

Simpro Integrations

When to use Simpro

Connect Simpro to any app in workflows

Use in workflow automation

Frequently asked questions

Connect Simpro to any app in workflows

Connect Simpro to any app in workflows

Connect Simpro to any app in workflows

Simpro Integrations

Simpro triggers and actions

When to use Simpro

Use in workflow automation

Frequently asked questions

What triggers does Simpro support?

What actions can I run in Simpro?

Do I need to write code to automate this?

Is the integration secure?

Simpro Integrations

Simpro triggers and actions

When to use Simpro

Connect Simpro to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does Simpro support?

What actions can I run in Simpro?

Do I need to write code to automate this?

Is the integration secure?

Connect Simpro to any app in workflows

Connect Simpro to any app in workflows

Connect Simpro to any app in workflows