Simpro Triggers and Actions
Below is a list of triggers and actions available on Simpro via Zapier at the time of publication. Keep in mind that additional options may now be available on Zapier, Power Automate, or Workato to further streamline your workflows.
Triggers
Quote Updated
Triggers when a quote is updated.
Job Updated
Triggers when a job is updated.
Individual Customer Updated
Triggers when an individual customer is updated.
Company Customer Updated
Triggers when a company customer is updated.
New Quote
Triggers when a quote is created.
and 3 more triggers
Simpro doesn't offer (yet) any Trigger on Zapier.
Actions
Find or Create Individual Customer
this is the description.
Find or Create Site
this is the description.
Find Schedule
Finds schedule by criteria.
Find Contact
Finds contact by criteria.
Create Schedule Block(s)
Creates a new schedule.
and 5 more actions
Simpro doesn't offer (yet) any Action on Zapier.