Requirements
Connecting Simpro takes an active account plus an API access token from your account settings — no other setup is required.[3]
Get your Simpro credentials
- SubdomaintextRequired
For example, https://
[1]mycompany.simprosuite.com. You should passmycompanyvalue only. - API Key (Secret Key)textRequired
API Key can be obtained at
[1]Account -> Settings -> API. Please, go toSystem Setup->API->Application->Create API Application. Then copy and paste aTokenvalue here.
Connect Simpro in WEXTL
- Log in to your WEXTL account, add the Simpro node module to your workflow, and click Create new credential.Instant triggers use webhooks — click Create a webhook first when adding one, then create the credential.
- Optional: In the Credential name field, enter a name for the credential.
- Enter the authentication credentials you copied from your Simpro account, or follow the on-screen instructions to create the credential.
- If prompted, authenticate your account and confirm access.
- If you want to make changes to your credential in the future, follow the steps in Manage credentials →
Notes
Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes.For detailed information on connecting an application, see Connect an application →
Simpro node modules
The list below is a reference of every Simpro node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.
Expand any Simpro node module below to see exactly what it takes in, what it returns, and what connection it needs.
Watch EventsTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Build | text |
| Description | text |
| Name | text |
| Action | text |
| Reference | object |
| any | text |
| Date Triggered | text |
Get a Company CustomerAction
Input fields[3]
| Field | Type |
|---|---|
Company IDRequired | choice |
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Company name | text |
| Preferred techs | array |
| Phone | text |
| Do not call | boolean |
| Alt phone | text |
| Address | object |
| Address | text |
| City | text |
| State | text |
| Postal code | text |
| Country | text |
| Billing address | object |
| Address | text |
| City | text |
| State | text |
| Postal code | text |
| Country | text |
| Customer type | text |
| Tags | array |
| Amount owing | number |
| Rates | object |
| Part tax code | object |
| Labour tax code | object |
| Discount fee | text |
| Always deduct cis | boolean |
| Service fee | object |
| Material | object |
15other output fields
Get a ContactAction
Get a ContractorAction
Input fields[3]
| Field | Type |
|---|---|
Company IDRequired | choice |
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Name | text |
| Position | text |
| Availability | array |
| Address | object |
| Address | text |
| City | text |
| State | text |
| Postal code | text |
| Country | text |
| Date of hire | text |
| Date of birth | text |
| Primary contact | object |
| Secondary email | text |
| Work phone | text |
| Extension | text |
| Cell phone | text |
| Fax | text |
| Preferred notification method | text |
| Emergency contact | object |
| Name | text |
| Relationship | text |
| Work phone | text |
| Cell phone | text |
| Alt phone | text |
| Address | text |
| Account setup | object |
| Username | text |
| Is mobility | boolean |
| Security group | object |
| Mobile security group | object |
| User profile | object |
| Is salesperson | boolean |
| Is project manager | boolean |
| Storage device | object |
| Preferred language | text |
| Date created | date |
15other output fields
Get a Contractor AttachmentAction
Get a Contractor Custom Field ValueAction
Get a CustomerAction
Input fields[3]
| Field | Type |
|---|---|
Company IDRequired | choice |
Customer IDRequired | number |
| Columns | choice |
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Title | text |
| Given Name | text |
| Family Name | text |
| Preferred Techs | array |
| Phone | text |
| Do Not Call | boolean |
| Alt Phone | text |
| Address | object |
| Address | text |
| City | text |
| State | text |
| Postal Code | text |
| Country | text |
| Billing Address | object |
| Address | text |
| City | text |
| State | text |
| Postal Code | text |
| Country | text |
| Customer Type | text |
| Tags | array |
14other output fields
Get a Customer AttachmentAction
Get a Customer Custom Field ValueAction
Get a Customer NoteAction
Get a JobAction
Input fields[3]
| Field | Type |
|---|---|
Company IDRequired | choice |
Job IDRequired | number |
| Columns | choice |
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Type | text |
| Customer | object |
| ID | number |
| Company Name | text |
| Given Name | text |
| Family Name | text |
| Customer Contract | object |
| ID | number |
| Name | text |
| Start Date | text |
| End Date | text |
| Contract no | text |
| Customer Contact | object |
| ID | number |
| Given Name | text |
| Family Name | text |
| Additional Contacts | array |
| Site | object |
| ID | number |
| Name | text |
| Site Contact | object |
| ID | number |
| Given Name | text |
| Family Name | text |
| Order No | text |
| Request No | text |
| Name | text |
| Description | text |
25other output fields
Get a LeadAction
Input fields[3]
| Field | Type |
|---|---|
Company IDRequired | choice |
| Columns | choice |
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Lead Name | text |
| Customer | object |
| ID | number |
| Company Name | text |
| Given Name | text |
| Family Name | text |
| Additional Customers | array |
| Customer Contact | object |
| ID | number |
| Given Name | text |
| Family Name | text |
| Additional Contacts | array |
| Site | object |
| ID | number |
| Name | text |
| Site Contact | object |
| ID | number |
| Given Name | text |
| Family Name | text |
| Stage | text |
| Follow Up Date | text |
| Date Created | text |
| Description | text |
10other output fields
Get a Lead AttachmentAction
Get a Lead Custom Field ValueAction
Get a Quote AttachmentAction
Get a ScheduleAction
Get a SiteAction
Input fields[3]
| Field | Type |
|---|---|
Company IDRequired | choice |
Site IDRequired | number |
| Columns | choice |
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Name | text |
| Address | object |
| Address | text |
| City | text |
| State | text |
| Postal Code | text |
| Country | text |
| Billing Address | object |
| Address | text |
| City | text |
| State | text |
| Postal Code | text |
| Billing Contact | text |
| Primary Contact | object |
| Contact | object |
| Title | text |
| Given Name | text |
| Family Name | text |
| text | |
| Work Phone | text |
| Cell Phone | text |
| Fax | text |
| Position | text |
| Preferred Notification Method | text |
| Public Notes | text |
| Private Notes | text |
| Zone | object |
| ID | number |
| Name | text |
| Preferred Techs | array |
| Preferred Technicians | array |
| Date Modified | text |
5other output fields
Get a Site AttachmentAction
Get a Site Custom Field ValueAction
Get a TaskAction
Input fields[3]
| Field | Type |
|---|---|
Company IDRequired | choice |
Task IDRequired | number |
| Columns | choice |
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Subject | text |
| Created By | object |
| ID | number |
| Name | text |
| Type | text |
| Type ID | number |
| Assigned To | object |
| ID | number |
| Name | text |
| Type | text |
| Type ID | number |
| Assignees | array |
| Assigned To Customer | boolean |
| Completed By | object |
| ID | number |
| Name | text |
| Type | text |
| Type ID | number |
| Associated | object |
| Job | object |
| Quote | object |
| Customer | object |
| Contact | object |
| Site | object |
| Is Billable | boolean |
| Show On Work Order | boolean |
| Email Notifications | boolean |
| Description | text |
14other output fields
Get an EmployeeAction
Input fields[3]
| Field | Type |
|---|---|
Company IDRequired | choice |
Employee IDRequired | number |
| Columns | choice |
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Name | text |
| Position | text |
| Availability | array |
| Address | object |
| Address | text |
| City | text |
| State | text |
| Postal Code | text |
| Country | text |
| Date Of Hire | text |
| Date Of Birth | text |
| Primary Contact | object |
| text | |
| Secondary Email | text |
| Work Phone | text |
| Extension | text |
| Cell Phone | text |
| Fax | text |
| Preferred Notification Method | text |
| Emergency Contact | object |
| Name | text |
| Relationship | text |
| Work Phone | text |
| Cell Phone | text |
| Alt Phone | text |
| Address | text |
| Account Setup | object |
| Username | text |
| Is Mobility | boolean |
| Security Group | object |
| User Profile | object |
| Is Salesperson | boolean |
| Is Project Manager | boolean |
| Storage Device | object |
| Preferred Language | text |
| Date Created | text |
10other output fields
Get an Individual CustomerAction
Input fields[3]
| Field | Type |
|---|---|
Company IDRequired | choice |
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Title | text |
| Given name | text |
| Family name | text |
| Preferred techs | array |
| Phone | text |
| Do not call | boolean |
| Alt phone | text |
| Address | object |
| Address | text |
| City | text |
| State | text |
| Postal code | text |
| Country | text |
| Billing address | object |
| Address | text |
| City | text |
| State | text |
| Postal code | text |
| Country | text |
| Customer type | text |
| Tags | array |
14other output fields
Get an InvoiceAction
Input fields[3]
| Field | Type |
|---|---|
Company IDRequired | choice |
Invoice IDRequired | number |
| Columns | choice |
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Internal ID | number |
| Type | text |
| Customer | object |
| ID | number |
| Company Name | text |
| Given Name | text |
| Family Name | text |
| Jobs | array |
| Recurring Invoice | object |
| ID | number |
| Description | text |
| Total | object |
| Date Issued | text |
| Period | object |
| Start Date | text |
| End Date | text |
| Payment Term ID | number |
| Payment Terms | object |
| Days | number |
| Type | text |
| Due Date | text |
| Progress Claim Number | number |
| Is Final Claim | boolean |
22other output fields
List Contractor AttachmentsSearch
List Contractor Custom FieldsSearch
List Custom FieldsSearch
List Customer AttachmentsSearch
List Customer Custom FieldsSearch
List Customer NotesSearch
List Job Cost CentersSearch
Input fields[3]
| Field | Type |
|---|---|
Company IDRequired | choice |
| Search Query | text |
| Search | choice |
| Select Order Field | choice |
| Limit | number |
| Columns | choice |
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Cost center | object |
| ID | number |
| Name | text |
| Job ID | number |
| Name | text |
| Display order | number |
| Total | object |
| Ex tax | number |
| Tax | number |
| Inc tax | number |
| Tax code | object |
| Claimed | object |
| To date | object |
| Remaining | object |
| Percent complete | number |
List Lead AttachmentsSearch
List Lead Custom FieldsSearch
List Quote AttachmentsSearch
Search Company CustomersSearch
Search ContactsSearch
Search ContractorsSearch
Search CustomersSearch
Search Individual CustomersSearch
Search InvoicesSearch
Input fields[3]
| Field | Type |
|---|---|
Company IDRequired | choice |
| Search Conditions | array |
Field NameRequired | text |
| Search Value | text |
| Search | choice |
| Columns | choice |
| Select Order Field | choice |
| Limit | number |
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Type | text |
| Customer | object |
| ID | number |
| Company Name | text |
| Given Name | text |
| Family Name | text |
| Jobs | array |
| Recurring Invoice | object |
| ID | number |
| Description | text |
| Total | object |
| Total | object |
| Ex Tax | number |
| Inc Tax | number |
| Tax | number |
| Reverse Charge Tax | number |
| Amount Applied | number |
| Balance Due | number |
| Is Paid | boolean |
Search JobsSearch
Search LeadsSearch
Input fields[3]
| Field | Type |
|---|---|
Company IDRequired | choice |
| Search Conditions | array |
Field NameRequired | text |
| Search Value | text |
| Search | choice |
| Columns | choice |
| Select Order Field | choice |
| Limit | number |
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Lead Name | text |
| Customer | object |
| ID | number |
| Company Name | text |
| Given Name | text |
| Family Name | text |
| Additional Customers | array |
| Customer Contact | object |
| ID | number |
| Given Name | text |
| Family Name | text |
| Additional Contacts | array |
| Site | object |
| ID | number |
| Name | text |
| Site Contact | object |
| ID | number |
| Given Name | text |
| Family Name | text |
| Stage | text |
| Follow Up Date | text |
| Date Created | text |
| Description | text |
10other output fields
Search SchedulesSearch
Input fields[3]
| Field | Type |
|---|---|
Company IDRequired | choice |
| Search Conditions | array |
Field NameRequired | text |
| Search Value | text |
| Search | choice |
| Columns | choice |
| Limit | number |
| Select Order Field | choice |
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Type | text |
| Reference | text |
| Total Hours | number |
| Staff | object |
| ID | number |
| Name | text |
| Type | text |
| Type ID | number |
| Date | text |
| Blocks | array |
Search SitesSearch
Search TasksSearch
Input fields[3]
| Field | Type |
|---|---|
Company IDRequired | choice |
| Search Conditions | array |
Field NameRequired | text |
| Search Value | text |
| Search | choice |
| Columns | choice |
| Select Order Field | choice |
| Limit | number |
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Subject | text |
| Assigned To | object |
| ID | number |
| Name | text |
| Type | text |
| Type ID | number |
| Assignees | array |
| Completed by | object |
| ID | number |
| Name | text |
| Type | text |
| Type ID | number |
| Due Date | text |
| Percent Complete | number |
Search Work OrdersSearch
Add Job AttachmentAction
Create a Company CustomerAction
Input fields[3]
| Field | Type |
|---|---|
Company IDRequired | choice |
Company NameRequired | text |
| Create Site | boolean |
| Preferred Techs | array |
| Technician ID | number |
| Phone | text |
| Do Not Call | boolean |
| Alternative Phone | text |
| Address | object |
| Address | text |
| City | text |
| State | text |
| Postal Code | text |
| Country | text |
| Billing Address | object |
| Address | text |
| City | text |
| State | text |
| Postal Code | text |
| Country | text |
| Customer Type | choice |
| Archived | boolean |
4other input fields
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Company name | text |
| Preferred techs | array |
| Phone | text |
| Do not call | boolean |
| Alt phone | text |
| Address | object |
| Address | text |
| City | text |
| State | text |
| Postal code | text |
| Country | text |
| Billing address | object |
| Address | text |
| City | text |
| State | text |
| Postal code | text |
| Country | text |
| Customer type | text |
| Tags | array |
| Amount owing | number |
| Rates | object |
| Part tax code | object |
| Labour tax code | object |
| Discount fee | text |
| Always deduct cis | boolean |
| Service fee | object |
| Material | object |
15other output fields
Create a ContactAction
Input fields[3]
| Field | Type |
|---|---|
Company IDRequired | choice |
| Title | text |
Given NameRequired | text |
| Family Name | text |
| text | |
| Work Phone | text |
| Fax | text |
| Cell Phone | text |
| Alternate Phone | text |
| Department | text |
| Position | text |
| Notes | text |
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Title | text |
| Given Name | text |
| Family Name | text |
| text | |
| Work Phone | text |
| Fax | text |
| Cell Phone | text |
| Alt Phone | text |
| Department | text |
| Position | text |
| Notes | text |
7other output fields
Create a ContractorAction
Input fields[3]
| Field | Type |
|---|---|
Company IDRequired | choice |
NameRequired | text |
Contact NameRequired | text |
| Position | text |
| Address | object |
| Address | text |
| City | text |
| State | text |
| Postal Code | text |
| Country | text |
| Date Of Hire | date |
| Date Of Birth | date |
| Primary Contact | object |
| Secondary Email | |
| Work Phone | text |
| Extension | text |
| Cell Phone | text |
| Fax | text |
| Preferred Notification Method | choice |
| Emergency Contact | object |
| Name | text |
| Relationship | text |
| Work Phone | text |
| Cell Phone | text |
| Alt Phone | text |
| Address | text |
| Account Setup | object |
| Username | text |
| Password | text |
| Is Mobility | boolean |
| Security Group | number |
| Mobile Security Group | number |
| Zones | array |
| Zone ID | number |
| Default Zone | number |
5other input fields
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Name | text |
| Position | text |
| Availability | array |
| Address | object |
| Address | text |
| City | text |
| State | text |
| Postal code | text |
| Country | text |
| Date of hire | text |
| Date of birth | text |
| Primary contact | object |
| Secondary email | text |
| Work phone | text |
| Extension | text |
| Cell phone | text |
| Fax | text |
| Preferred notification method | text |
| Emergency contact | object |
| Name | text |
| Relationship | text |
| Work phone | text |
| Cell phone | text |
| Alt phone | text |
| Address | text |
| Account setup | object |
| Username | text |
| Is mobility | boolean |
| Security group | object |
| Mobile security group | object |
| User profile | object |
| Is salesperson | boolean |
| Is project manager | boolean |
| Storage device | object |
| Preferred language | text |
| Date created | date |
15other output fields
Create a Contractor AttachmentAction
Create a Contractor Attachment FolderAction
Create a Customer AttachmentAction
Create a Customer Attachment FolderAction
Create a Customer NoteAction
Input fields[3]
| Field | Type |
|---|---|
Company IDRequired | choice |
SubjectRequired | text |
| Note | text |
| Date Created | date |
| Follow Up Date | date |
| Attachments | array |
| Assign To | choice |
| Submitted By | choice |
| Reference | object |
| Reference Type | choice |
| Reference Number | number |
| Reference Text | text |
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Subject | text |
| Note | text |
| Date created | date |
| Follow up date | text |
| Attachments | array |
| Assign to | object |
| ID | number |
| Name | text |
| Type | text |
| Type ID | number |
| Submitted by | object |
| ID | number |
| Name | text |
| Type | text |
| Type ID | number |
| Reference | object |
| Type | text |
| Number | text |
| Text | text |
Create a JobAction
Input fields[3]
| Field | Type |
|---|---|
Company IDRequired | choice |
TypeRequired | choice |
CustomerRequired | number |
| Customer Contract | number |
| Customer Contact | number |
| Additional Contacts | array |
| Contact | number |
SiteRequired | number |
| Site Contact | number |
| Order No | text |
| Name | text |
| Description | text |
| Notes | text |
15other input fields
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Type | text |
| Customer | object |
| ID | number |
| Company Name | text |
| Given Name | text |
| Family Name | text |
| Customer Contract | object |
| ID | number |
| Name | text |
| Start Date | text |
| End Date | text |
| Contract no | text |
| Customer Contact | object |
| ID | number |
| Given Name | text |
| Family Name | text |
| Additional Contacts | array |
| Site | object |
| ID | number |
| Name | text |
| Site Contact | object |
| ID | number |
| Given Name | text |
| Family Name | text |
| Order No | text |
| Request No | text |
| Name | text |
| Description | text |
25other output fields
Create a Job Attachment FolderAction
Create a Job Cost CentreAction
Input fields[3]
| Field | Type |
|---|---|
Company IDRequired | choice |
| Name | text |
| Stage | choice |
| Description | text |
| Notes | text |
| Order No | text |
| Start Date | date |
| End Date | date |
| Auto Adjust Dates | boolean |
| Display Order | number |
| Variation Approval Date | date |
| Items Locked | boolean |
2other input fields
Output fields[3]
| Field | Type |
|---|---|
| Cost center | number |
| Name | text |
| Stage | text |
| Description | text |
| Notes | text |
| Order no | text |
| Start date | text |
| End date | text |
| Auto adjust dates | boolean |
| Display order | number |
| Variation approval date | text |
| Items locked | boolean |
2other output fields
Create a LeadAction
Input fields[3]
| Field | Type |
|---|---|
Company IDRequired | choice |
| Lead Name | text |
| Customer | number |
| Customer Contact | number |
| Additional Contacts | array |
| Contact ID | number |
| Site Contact | number |
| Stage | choice |
| Follow-Up Date | date |
| Description | text |
| Notes | text |
| Cost Center | number |
| Salesperson | number |
4other input fields
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Lead Name | text |
| Customer | object |
| ID | number |
| Company Name | text |
| Given Name | text |
| Family Name | text |
| Additional Customers | array |
| Customer Contact | object |
| ID | number |
| Given Name | text |
| Family Name | text |
| Additional Contacts | array |
| Site | object |
| ID | number |
| Name | text |
| Site Contact | object |
| ID | number |
| Given Name | text |
| Family Name | text |
| Stage | text |
| Follow Up Date | text |
| Date Created | text |
| Description | text |
10other output fields
Create a Lead AttachmentAction
Create a Lead Attachment FolderAction
Create a Quote AttachmentAction
Create a Quote Attachment FolderAction
Create a SiteAction
Input fields[3]
| Field | Type |
|---|---|
Company IDRequired | choice |
| Date Of Hire | date |
| Date Of Birth | date |
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Name | text |
| Address | object |
| Address | text |
| City | text |
| State | text |
| Postal code | text |
| Country | text |
| Billing address | object |
| Address | text |
| City | text |
| State | text |
| Postal code | text |
| Billing contact | text |
| Primary contact | object |
| Contact | object |
| Title | text |
| Given name | text |
| Family name | text |
| text | |
| Work phone | text |
| Cell phone | text |
| Fax | text |
| Position | text |
| Preferred notification method | text |
| Public notes | text |
| Private notes | text |
| Zone | object |
| ID | number |
| Name | text |
| Preferred techs | array |
| Preferred technicians | array |
| Date modified | text |
6other output fields
Create a Site AttachmentAction
Create a Site Attachment FolderAction
Create an Individual CustomerAction
Input fields[3]
| Field | Type |
|---|---|
Company IDRequired | choice |
Given NameRequired | text |
Family NameRequired | text |
| Title | choice |
| Preferred Technicians | array |
| Technician ID | text |
| Phone | text |
| Do Not Call | boolean |
| Alternative Phone | text |
| Address | object |
| Address | text |
| City | text |
| State | text |
| Postal Code | text |
| Country | text |
| Billing Address | object |
| Address | text |
| City | text |
| State | text |
| Postal Code | text |
| Country | text |
| Customer Type | choice |
3other input fields
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Title | text |
| Given name | text |
| Family name | text |
| Preferred techs | array |
| Phone | text |
| Do not call | boolean |
| Alt phone | text |
| Address | object |
| Address | text |
| City | text |
| State | text |
| Postal code | text |
| Country | text |
| Billing address | object |
| Address | text |
| City | text |
| State | text |
| Postal code | text |
| Country | text |
| Customer type | text |
| Tags | array |
14other output fields
Create an InvoiceAction
Input fields[3]
| Field | Type |
|---|---|
Company IDRequired | choice |
| Type | choice |
| Jobs | array |
| Date Issued | date |
| Payment Term ID | text |
| Payment Terms | object |
| Days | number |
| Type | choice |
| Due Date | date |
| Progress Claim Number | text |
| Stage | choice |
| Per Item | text |
| Order No | text |
| Late Payment Fee | text |
| CIS Deduction Rate | text |
7other input fields
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Title | text |
| Given Name | text |
| Family Name | text |
| text | |
| Work Phone | text |
| Fax | text |
| Cell Phone | text |
| Alt Phone | text |
| Department | text |
| Position | text |
| Notes | text |
7other output fields
Delete a ContactAction
Input fields[3]
| Field | Type |
|---|---|
Company IDRequired | choice |
Contact IDRequired | number |
| Columns | choice |
Delete a ContractorAction
Input fields[3]
| Field | Type |
|---|---|
Company IDRequired | choice |
Delete a Contractor AttachmentAction
Delete a CustomerAction
Input fields[3]
| Field | Type |
|---|---|
Company IDRequired | choice |
Delete a CustomerAction
Input fields[3]
| Field | Type |
|---|---|
Company IDRequired | choice |
Delete a Customer AttachmentAction
Input fields[3]
| Field | Type |
|---|---|
Company IDRequired | choice |
Delete a Customer NoteAction
Input fields[3]
| Field | Type |
|---|---|
Company IDRequired | choice |
Delete a JobAction
Input fields[3]
| Field | Type |
|---|---|
Company IDRequired | choice |
Job IDRequired | number |
| Columns | choice |
Delete a Job AttachmentAction
Input fields[3]
| Field | Type |
|---|---|
Company IDRequired | choice |
Job IDRequired | number |
Job IDRequired | number |
Delete a Job Cost CentreAction
Input fields[3]
| Field | Type |
|---|---|
Company IDRequired | choice |
Delete a LeadAction
Input fields[3]
| Field | Type |
|---|---|
Company IDRequired | choice |
Lead IDRequired | number |
| Columns | choice |
Delete a Lead AttachmentAction
Input fields[3]
| Field | Type |
|---|---|
Company IDRequired | choice |
Delete a Quote AttachmentAction
Delete a SiteAction
Input fields[3]
| Field | Type |
|---|---|
Company IDRequired | choice |
Site IDRequired | number |
| Columns | choice |
Delete a Site AttachmentAction
Input fields[3]
| Field | Type |
|---|---|
Company IDRequired | choice |
Delete a TaskAction
Input fields[3]
| Field | Type |
|---|---|
Company IDRequired | choice |
Task IDRequired | number |
| Columns | choice |
Delete an InvoiceAction
Input fields[3]
| Field | Type |
|---|---|
Company IDRequired | choice |
Invoice IDRequired | number |
| Columns | choice |
Delete Contact or JobAction
Input fields[3]
| Field | Type |
|---|---|
Company IDRequired | choice |
TypeRequired | choice |
Contact Or Job IDRequired | number |
Make an API Calluniversal
Update a Company CustomerAction
Input fields[3]
| Field | Type |
|---|---|
Company IDRequired | choice |
| Company Name | text |
| Create Site | boolean |
| Preferred Techs | array |
| Technician ID | number |
| Phone | text |
| Do Not Call | boolean |
| Alternative Phone | text |
| Address | object |
| Address | text |
| City | text |
| State | text |
| Postal Code | text |
| Country | text |
| Billing Address | object |
| Address | text |
| City | text |
| State | text |
| Postal Code | text |
| Country | text |
| Customer Type | choice |
| Archived | boolean |
4other input fields
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Company name | text |
| Preferred techs | array |
| Phone | text |
| Do not call | boolean |
| Alt phone | text |
| Address | object |
| Address | text |
| City | text |
| State | text |
| Postal code | text |
| Country | text |
| Billing address | object |
| Address | text |
| City | text |
| State | text |
| Postal code | text |
| Country | text |
| Customer type | text |
| Tags | array |
| Amount owing | number |
| Rates | object |
| Part tax code | object |
| Labour tax code | object |
| Discount fee | text |
| Always deduct cis | boolean |
| Service fee | object |
| Material | object |
15other output fields
Update a ContactAction
Input fields[3]
| Field | Type |
|---|---|
Company IDRequired | choice |
Contact IDRequired | number |
| Title | text |
| Given Name | text |
| Family Name | text |
| text | |
| Work Phone | text |
| Fax | text |
| Cell Phone | text |
| Alt Phone | text |
| Department | text |
| Position | text |
1other input field
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Title | text |
| Given Name | text |
| Family Name | text |
| text | |
| Work Phone | text |
| Fax | text |
| Cell Phone | text |
| Alt Phone | text |
| Department | text |
| Position | text |
| Notes | text |
7other output fields
Update a Contact Custom FieldAction
Input fields[3]
| Field | Type |
|---|---|
Company IDRequired | choice |
Contact IDRequired | number |
Custom Field IDRequired | number |
ValueRequired | text |
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Title | text |
| Given Name | text |
| Family Name | text |
| text | |
| Work Phone | text |
| Fax | text |
| Cell Phone | text |
| Alt Phone | text |
| Department | text |
| Position | text |
| Notes | text |
7other output fields
Update a ContractorAction
Input fields[3]
| Field | Type |
|---|---|
Company IDRequired | choice |
| Name | text |
| Contact Name | text |
| Position | text |
| Address | object |
| Address | text |
| City | text |
| State | text |
| Postal Code | text |
| Country | text |
| Date Of Hire | date |
| Date Of Birth | date |
| Primary Contact | object |
| Secondary Email | |
| Work Phone | text |
| Extension | text |
| Cell Phone | text |
| Fax | text |
| Preferred Notification Method | choice |
| Emergency Contact | object |
| Name | text |
| Relationship | text |
| Work Phone | text |
| Cell Phone | text |
| Alt Phone | text |
| Address | text |
| Account Setup | object |
| Username | text |
| Password | text |
| Is Mobility | boolean |
| Security Group | number |
| Mobile Security Group | number |
| Zones | array |
| Zone ID | number |
| Default Zone | number |
5other input fields
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Name | text |
| Position | text |
| Availability | array |
| Address | object |
| Address | text |
| City | text |
| State | text |
| Postal code | text |
| Country | text |
| Date of hire | text |
| Date of birth | text |
| Primary contact | object |
| Secondary email | text |
| Work phone | text |
| Extension | text |
| Cell phone | text |
| Fax | text |
| Preferred notification method | text |
| Emergency contact | object |
| Name | text |
| Relationship | text |
| Work phone | text |
| Cell phone | text |
| Alt phone | text |
| Address | text |
| Account setup | object |
| Username | text |
| Is mobility | boolean |
| Security group | object |
| Mobile security group | object |
| User profile | object |
| Is salesperson | boolean |
| Is project manager | boolean |
| Storage device | object |
| Preferred language | text |
| Date created | date |
15other output fields
Update a Contractor Custom FieldAction
Input fields[3]
| Field | Type |
|---|---|
Company IDRequired | choice |
| Value | text |
Update a Customer Custom FieldAction
Input fields[3]
| Field | Type |
|---|---|
Company IDRequired | choice |
| Value | text |
Update a Customer NoteAction
Input fields[3]
| Field | Type |
|---|---|
Company IDRequired | choice |
| Subject | text |
| Note | text |
| Follow Up Date | date |
| Assign To | choice |
| Reference | object |
| Reference Type | choice |
| Reference Number | number |
| Reference Text | text |
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Subject | text |
| Note | text |
| Date created | date |
| Follow up date | text |
| Attachments | array |
| Assign to | object |
| ID | number |
| Name | text |
| Type | text |
| Type ID | number |
| Submitted by | object |
| ID | number |
| Name | text |
| Type | text |
| Type ID | number |
| Reference | object |
| Type | text |
| Number | text |
| Text | text |
Update a JobAction
Input fields[3]
| Field | Type |
|---|---|
Company IDRequired | choice |
Job IDRequired | number |
| Customer | number |
| Customer Contract | number |
| Customer Contact | number |
| Additional Contacts | array |
| Site | number |
| Site Contact | number |
| Order No | text |
| Name | text |
| Description | text |
| Notes | text |
15other input fields
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Title | text |
| Given Name | text |
| Family Name | text |
| text | |
| Work Phone | text |
| Fax | text |
| Cell Phone | text |
| Alt Phone | text |
| Department | text |
| Position | text |
| Notes | text |
7other output fields
Update a Job Cost CenterAction
Input fields[3]
| Field | Type |
|---|---|
Company IDRequired | choice |
| Name | text |
| Stage | choice |
| Description | text |
| Notes | text |
| Order No | text |
| Start Date | date |
| End Date | date |
| Auto Adjust Dates | boolean |
| Display Order | number |
| Variation Approval Date | date |
| Items Locked | boolean |
2other input fields
Output fields[3]
| Field | Type |
|---|---|
| Cost center | number |
| Name | text |
| Stage | text |
| Description | text |
| Notes | text |
| Order no | text |
| Start date | text |
| End date | text |
| Auto adjust dates | boolean |
| Display order | number |
| Variation approval date | text |
| Items locked | boolean |
2other output fields
Update a LeadAction
Input fields[3]
| Field | Type |
|---|---|
Company IDRequired | choice |
Lead IDRequired | number |
| Lead Name | text |
| Customer | number |
| Customer Contact | number |
| Additional Contacts | array |
| Site | number |
| Site Contact | number |
| Stage | choice |
| Follow-Up Date | date |
| Description | text |
| Notes | text |
7other input fields
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Lead Name | text |
| Customer | object |
| ID | number |
| Company Name | text |
| Given Name | text |
| Family Name | text |
| Additional Customers | array |
| Customer Contact | object |
| ID | number |
| Given Name | text |
| Family Name | text |
| Additional Contacts | array |
| Site | object |
| ID | number |
| Name | text |
| Site Contact | object |
| ID | number |
| Given Name | text |
| Family Name | text |
| Stage | text |
| Follow Up Date | text |
| Date Created | text |
| Description | text |
10other output fields
Update a Lead Custom FieldAction
Input fields[3]
| Field | Type |
|---|---|
Company IDRequired | choice |
| Value | text |
Update a Site Custom FieldAction
Input fields[3]
| Field | Type |
|---|---|
Company IDRequired | choice |
| Value | text |
Update a TaskAction
Input fields[3]
| Field | Type |
|---|---|
Company IDRequired | choice |
Task IDRequired | number |
| Subject | text |
| Assigned To | number |
| Assignees | array |
| Assigned To Customer | boolean |
| Completed By | number |
| Associated Entities | object |
| Job | object |
| Quote | object |
| Customer | number |
| Contact | number |
| Site | number |
| Is Billable | boolean |
| Show on Work Order | boolean |
| Email Notifications | boolean |
| Description | text |
11other input fields
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Subject | text |
| Created By | object |
| ID | number |
| Name | text |
| Type | text |
| Type ID | number |
| Assigned To | object |
| ID | number |
| Name | text |
| Type | text |
| Type ID | number |
| Assignees | array |
| Assigned To Customer | boolean |
| Completed By | object |
| ID | number |
| Name | text |
| Type | text |
| Type ID | number |
| Associated | object |
| Job | object |
| Quote | object |
| Customer | object |
| Contact | object |
| Site | object |
| Is Billable | boolean |
| Show On Work Order | boolean |
| Email Notifications | boolean |
| Description | text |
14other output fields
Update an Individual CustomerAction
Input fields[3]
| Field | Type |
|---|---|
Company IDRequired | choice |
| Given Name | text |
| Family Name | text |
| Title | choice |
| Preferred Technicians | array |
| Technician ID | text |
| Phone | text |
| Do Not Call | boolean |
| Alternative Phone | text |
| Address | object |
| Address | text |
| City | text |
| State | text |
| Postal Code | text |
| Country | text |
| Billing Address | object |
| Address | text |
| City | text |
| State | text |
| Postal Code | text |
| Country | text |
| Customer Type | choice |
3other input fields
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Title | text |
| Given name | text |
| Family name | text |
| Preferred techs | array |
| Phone | text |
| Do not call | boolean |
| Alt phone | text |
| Address | object |
| Address | text |
| City | text |
| State | text |
| Postal code | text |
| Country | text |
| Billing address | object |
| Address | text |
| City | text |
| State | text |
| Postal code | text |
| Country | text |
| Customer type | text |
| Tags | array |
14other output fields
Update an InvoiceAction
Input fields[3]
| Field | Type |
|---|---|
Company IDRequired | choice |
Invoice IDRequired | number |
| Type | choice |
| Date Issued | date |
| Payment Term ID | number |
| Payment Terms | object |
| Days | number |
| Type | choice |
| Due Date | date |
| Progress Claim Number | number |
| Stage | choice |
| Per Item | boolean |
| Order No | text |
| Late Payment Fee | boolean |
| CIS Deduction Rate | number |
7other input fields
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Type | text |
| Customer | object |
| ID | number |
| Company Name | text |
| Given Name | text |
| Family Name | text |
| Jobs | array |
| Recurring Invoice | object |
| ID | number |
| Description | text |
| Total | object |
| Total | object |
| Ex Tax | number |
| Inc Tax | number |
| Tax | number |
| Reverse Charge Tax | number |
| Amount Applied | number |
| Balance Due | number |
| Is Paid | boolean |
Templates
Look for Simpro templates in the WEXTL template library.
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References
- WEXTL® Simpro Source Code connector implementation.
- Our users use cases and automations.
- Official API Documentation for Simpro.
- WEXTL® visual workflow builder data.
Last updated: Jul 24, 2026 18:12