Simpro and Salesflare
How to connect Simpro
- Via Zapier — 33 operations available. Set it up ↗
- Via Make — 0 modules available. Set it up ↗
What you can automate
- When new Company Customer in Simpro, find or create account in Salesflare.
- When company Customer Updated in Simpro, find or create account in Salesflare.
- When new Individual Customer in Simpro, find or create account, then find or create contact, then add contact to account in Salesflare.
- When individual Customer Updated in Simpro, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Quote in Simpro, create opportunity in Salesflare.
- When quote Updated in Simpro, create opportunity in Salesflare.
About Simpro
Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.
Simpro operations on Zapier
Triggers (12)
Start a workflow when this happens
- Company Customer Updated — Triggers when a company customer is updated.
- Individual Customer Updated — Triggers when an individual customer is updated.
- Job Updated — Triggers when a job is updated.
- New Company Customer — Triggers when a company customer is created.
- New Individual Customer — Triggers when an individual customer is created.
Show 7 more triggers
- New Job — Triggers when a job is created.
- New Quote — Triggers when a quote is created.
- New Schedule — Triggers when a job, lead, quote or activity schedule is created.
- New Site — Triggers when a site is created.
- Quote Updated — Triggers when a quote is updated.
- Schedule Updated — Triggers when a job, lead, quote or activity schedule is updated.
- Site Updated — Triggers when a site is updated.
Actions (14)
Things Salesflare can make it do
- Attach File to Job — Attaches a file to a job.
- Create Company Customer — Creates a new company customer.
- Create Contact — Creates a new contact.
- Create Individual Customer — Creates a new individual customer.
- Create Lead — Creates a new lead.
Show 9 more actions
- Create Schedule Block(s) — Creates a new schedule.
- Create Service Job — Creates a new service job.
- Create Service Quote — Creates a new service quote.
- Create Site — Creates a new site.
- Find or Create Company Customer — this is the description.
- Find or Create Contact — this is the description.
- Find or Create Individual Customer — this is the description.
- Find or Create Site — this is the description.
- Update Job — Updates an existing job.
Searches (7)
Look up existing records
- Find Company Customer — Finds company customer by criteria.
- Find Contact — Finds contact by criteria.
- Find Individual Customer — Finds individual customer by criteria.
- Find Job — Finds job by criteria.
- Find Quote — Finds quote by criteria.
Show 2 more searches
- Find Schedule — Finds schedule by criteria.
- Find Site — Finds site by criteria.
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