Simpro and RowShare

Easily integrate Simpro and RowShare without any code.
Simpro
Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.
RowShare
Automate data collection with customizable tables and forms. Ensure each team member sees only what they need.

How the Integration Works

RowShare integrates with Simpro through Zapier, and possibly also Power Automate and Workato. These platforms operate on the concept of Triggers (when this happens) and Actions (do that).
When this happens in RowShare
right arrow
Automatically do that in Simpro
Or the other way round:
When this happens in Simpro
right arrow
Automatically do that in RowShare

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.

RowShare Triggers and Actions

Below is a list of triggers and actions available on RowShare via Zapier, Power Automate and Workato.

Triggers

New or Updated Row
Triggers when a row is created or updated in a specific table.
Column Changed
Triggers when a value has changed in a specific column.
New Row
Triggers when a new row is created in a specific table.
Row Status Changed
Triggers when the status of a row changes in a specific table. Row statuses : Active, Deleted, Archived, Locked

Actions

Assign Row
Assigns a row to a new owner.
Edit Row
Modifies an existing row.
Find Row
Finds a row based on an exact match for a given column.
Create Row
Creates a new row in the table.
Find Row by ID
Loads a row based on its ID.
Link Rows [Advanced]
Links a row to a parent row in another table. This is an advanced action: to be used with caution.