# Workflows & Automations


## Subcategories
- [Integration Platforms (iPaaS)](https://marketplace.simprogroup.com/t/integration-type/workflows-and-automations/ipaas.md) (5 listings)

## Available filters
- Available In: Australia, Canada, New Zealand, UK & Ireland, United States

- [1SiteSync WhatsApp Integration](https://marketplace.simprogroup.com/apps/1sitesync) — Save WhatsApp site updates and files to your Simpro jobs. · Categories: Customer Service & Experience, Live Video & Messaging · Logo: https://assets.partnerfleet.app/61ddalbpv66xk34k5ixwa7cy9c6p
- [Accurack](https://marketplace.simprogroup.com/apps/accurack) — Accurack — the inspection and repair workflow platform built for racking suppliers and inspection providers. AS4084 compliance, quoting, and repair management. · Rating: 5.0/5 (1 reviews) · Categories: AI (Artificial Intelligence), Safety & Compliance · Logo: https://assets.partnerfleet.app/l1b4pn4e7787khweyfivt3vx0l8a
- [Asana (by SyncEzy)](https://marketplace.simprogroup.com/apps/asana) — Integrating Simpro with Asana streamlines project management by syncing job details, tasks, and schedules. This enhances collaboration, boosts efficiency, and ensures seamless workflow coordination for improved project outcomes. · Categories: Workflows & Automations · Logo: https://assets.partnerfleet.app/4qei4cio5roj2y4amy8w9jfrgn6b
- [CallCrewAI](https://marketplace.simprogroup.com/apps/callcrewai) — Keep your trades business running automatically - 24/7 · Categories: AI (Artificial Intelligence), Customer Service & Experience · Logo: https://assets.partnerfleet.app/hbz9os2tvyuyqpgingox38epfk62
- [Cin7 (Core) (by Aloka Technologies)](https://marketplace.simprogroup.com/apps/cin7) — Connect your inventory management and order processing workflows in Cin7 (Core) directly with your field operations in Simpro · Categories: Workflows & Automations · Logo: https://assets.partnerfleet.app/dzp7tbwdwo9wf3vl1cgyxzhbvn6e
- [ClockShark](https://marketplace.simprogroup.com/apps/clockshark) — Simplify your time tracking and project management processes with the powerful integration of Simpro and ClockShark. Track employee work hours accurately, manage costs efficiently, and keep your projects on track · Categories: Workflows & Automations · Logo: https://assets.partnerfleet.app/qy6w2ukfy7yb80myn0dlctac2ah7
- [ConnectiX Technologies Pty Ltd](https://marketplace.simprogroup.com/apps/connectix-technologies-pty-ltd) — ConnectiX, the outsourced integration solution provides a fully managed digital supply chain solution to your business. · Categories: Asset Management, Facilities & Property Management · Logo: https://assets.partnerfleet.app/tbh0x2neke0s15xez5g4ktza3pgi
- [Dispatch Layer](https://marketplace.simprogroup.com/apps/dispatch-layer) — Stop retyping emails into Simpro. Your shared mailbox is triaged automatically, then one action raises the job with the details already filled in. · Categories: AI (Artificial Intelligence), Customer Service & Experience · Logo: https://assets.partnerfleet.app/y4bz5vopsqdsfgfjq5v0j95s8j01
- [Dokkit O&M](https://marketplace.simprogroup.com/apps/dokkit) — From Simpro to PDF – Fast, Compliant, Hassle-Free · Rating: 5.0/5 (1 reviews) · Categories: Safety & Compliance, Workflows & Automations · Logo: https://assets.partnerfleet.app/fzlg2xddmaadop3bayauyiegyai6
- [Dropbox (by SyncEzy)](https://marketplace.simprogroup.com/apps/dropbox) — Integrate Simpro with Dropbox and optimise document management. It simplifies document uploads to Dropbox, enhancing data accessibility, security, and collaboration for streamlined workflows and improved efficiency. · Categories: Workflows & Automations · Logo: https://assets.partnerfleet.app/jtv13ctg4z8bbfepheac6rbrnwxw
- [D&W](https://marketplace.simprogroup.com/apps/d-w) — Integrate your D&W purchases, quotes and material items directly into Simpro. · Categories: Supplier / Wholesaler, Electrical · Logo: https://assets.partnerfleet.app/z9f0vr3zhxb1yf2tiet5bazngq29
- [eLogii](https://marketplace.simprogroup.com/apps/elogii) — Route Optimization & Dynamic Scheduling for Simpro teams with 50+ field technicians. · Categories: AI (Artificial Intelligence), Workflows & Automations · Logo: https://assets.partnerfleet.app/q5e76gbksp6ipzmavcy0tcx7tu6f
- [Encircle](https://marketplace.simprogroup.com/apps/encircle) — We're thrilled to announce a new integration catered specifically to the Restoration, Disaster Recovery, and Management industry. If you're familiar with the Encircle app, you know the value it brings to the Disaster Relief and Insurance Claim sectors. Now, we're taking it a step further by building an integration from Simpro into Encircle. · Categories: Workflows & Automations · Logo: https://assets.partnerfleet.app/z9bo4nejs17jokhkpaz7amkalgmi
- [ENData (by Aloka Technologies)](https://marketplace.simprogroup.com/apps/endata) — Integrating ENData with Simpro transforms the workflow for insurance and repair claims, connecting field service jobs, claim data, and project documentation in real time · Categories: Workflows & Automations · Logo: https://assets.partnerfleet.app/08n1sak1hz1pfb2af6ve485jb16q
- [EWM](https://marketplace.simprogroup.com/apps/ewm) — Integrate your EWM purchases, quotes and material items directly into Simpro. · Categories: Supplier / Wholesaler, Electrical · Logo: https://assets.partnerfleet.app/k0hwtf6wc6squ96rf93fjg5b9osc
- [Excel (by Aloka Technologies)](https://marketplace.simprogroup.com/apps/excel) — Connect your spreadsheet reporting and data management workflows in Excel directly with your field operations in Simpro · Categories: Workflows & Automations · Logo: https://assets.partnerfleet.app/uplzp3w3mvysgel9zho16yd6rysu
- [EzzyBills](https://marketplace.simprogroup.com/apps/ezzybills) — EzzyBills is a leading cloud-based solution that streamlines invoice and expense management with seamless integration to Simpro. By eliminating manual data entry, EzzyBills automatically processes bills and receipts, matches them with existing purchase orders and work orders, and helps save time while reducing errors. You can customize EzzyBills workflows to automate project expense approvals and record expenses directly on jobs. With dual integration to Simpro and Xero (or other accounting software), EzzyBills delivers faster, more accurate, and hassle-free financial workflows that enhance project visibility and free up your team for higher-value tasks. · Rating: 5.0/5 (6 reviews) · Categories: Accounting & Finance, Workflows & Automations · Logo: https://assets.partnerfleet.app/m37a6yxolxgwjo556jlabsadt00i
- [Gmail](https://marketplace.simprogroup.com/apps/gmail) — This integration allows Simpro users to easily add emails as notes to customers, leads, quotes and jobs, without needing to leave the Gmail screen. · Categories: Workflows & Automations · Logo: https://assets.partnerfleet.app/lwrhkd129k79i3c5hew4kosd65d2
- [Google Calendar (by Dokkit)](https://marketplace.simprogroup.com/apps/google-calendar) — Our mission is to organise the world’s information and make it universally accessible and useful. · Categories: Workflows & Automations · Logo: https://assets.partnerfleet.app/zdx80pb92tb4bq606jfu7xfw1fty
- [GoogleDrive (by SyncEzy)](https://marketplace.simprogroup.com/apps/googledrive) — Sync your Simpro attachments two ways with Google Drive. Save files directly from Gmail into Google Drive and automatically sync them to Simpro. · Categories: Workflows & Automations · Logo: https://assets.partnerfleet.app/l5k9k1cdpltncahsycdjkjokrgnf
- [Google Sheets (by Aloka Technologies)](https://marketplace.simprogroup.com/apps/google-sheet) — Connect your collaborative spreadsheet and data tracking workflows in Google Sheets directly with your field operations in Simpro · Categories: Workflows & Automations · Logo: https://assets.partnerfleet.app/r46in08hy66qi6v173dro0ck9a9w
- [Greentech](https://marketplace.simprogroup.com/apps/greentech) — Integrate your Greentech purchases, quotes and material items directly into Simpro. · Categories: Supplier / Wholesaler, Electrical · Logo: https://assets.partnerfleet.app/oorcif593xv7vs4knsbaogvz0wna
- [Hermia: Text to Job. Automatically](https://marketplace.simprogroup.com/apps/hermia) — Turn enquiries into booked jobs. Hermia qualifies each lead, finds and enriches the correct Customer and Site in Simpro—or creates the record that is missing—then books the job. Once it is ready to dispatch, the booked contractor receives a WhatsApp alert. · Categories: AI (Artificial Intelligence), Live Video & Messaging · Logo: https://assets.partnerfleet.app/56zgeb185wf1cuqtw0w2xqstzauu
- [Inspect Point](https://marketplace.simprogroup.com/apps/inspect-point) — Inspect Point's Simpro integration automates data syncing between platforms and gives technicians access to a comprehensive library of code-compliant forms, including NFPA, CAN-ULC, Joint Commission, and DNV, for the fire and life safety industry. Users can schedule, dispatch, and quote from Simpro, with job data syncing automatically to Inspect Point. Technicians can track time, record billable items, and document job details in Simpro, with quick access to Inspect Point for digital inspections. Inspection reports sync in real-time to Simpro, enabling accurate invoicing and proposals while ensuring efficiency and compliance for fire protection professionals. · Categories: Asset Management, Facilities & Property Management · Logo: https://assets.partnerfleet.app/jbm47wyedmjz6we2daryfvqzgi1x
- [Integrately](https://marketplace.simprogroup.com/apps/integrately) — Non-Techie? Integrate your apps in 1 click. All you need to do is activate the automation. 42,000+ customers. Live chat support. Less expensive. Get started for free. · Categories: Workflows & Automations, Integration Platforms (iPaaS) · Logo: https://assets.partnerfleet.app/8qdd9kat8zl9neapbwkl3hrps0rt
- [Job Planner (by CTM Safety)](https://marketplace.simprogroup.com/apps/job-planning-from-ctm-safety) — Our Job Planner now has two way synchronisation making it much easier to get a weekly view and schedule jobs in Simpro. · Categories: Workflows & Automations · Logo: https://assets.partnerfleet.app/e4e3gqhlnz7g13c3sj0cpqwh4n98
- [Jotform (by Aloka Technologies)](https://marketplace.simprogroup.com/apps/jotform) — Connect your online form and data collection workflows in JotForm directly with your field operations in Simpro · Categories: Workflows & Automations · Logo: https://assets.partnerfleet.app/hm4vhsqmo4jta2dfngmempfbj0hw
- [LANA Software - AI Receptionist](https://marketplace.simprogroup.com/apps/lana-software-ai-receptionist) — AI Powered Receptionist To Manage Your Inbound calls, qualify the caller and book the customer into SIMPRO as a QUOTE or JOB automatically. · Categories: AI (Artificial Intelligence), Voice (VOIP) · Logo: https://assets.partnerfleet.app/ufxzfk23qc4eitdzzlfrd0mz5qi6
- [Lentune Wholesaler Connect](https://marketplace.simprogroup.com/apps/lentune) — Unlock a faster, smarter way to connect with your Simpro customers. This integration will help your customers streamline their ordering and invoicing workflows by auto-importing their catalogues and invoices. This will not only save you time but also improve data quality by reducing the likelihood of user error. · Categories: Supplier / Wholesaler, Workflows & Automations · Logo: https://assets.partnerfleet.app/q7vqi5lsu8ehq0wbaqd4s9yrponu
- [Microsoft Project (by Aloka Technologies)](https://marketplace.simprogroup.com/apps/microsoft-project-by-aloka-technologies) — Microsoft Project is an enterprise-grade project management solution that enables teams to plan, schedule, and track complex projects with precision using Gantt charts, resource management, and reporting tools. · Categories: Workflows & Automations · Logo: https://assets.partnerfleet.app/le5f3ejfgqojf1pmozmmrtgynubf
- [Monday.com (by Aloka Technologies)](https://marketplace.simprogroup.com/apps/monday-com-by-aloka-technologies) — Monday.com is a flexible work management platform that centralises project tracking, team collaboration, and workflow automation to keep field service operations running smoothly. · Categories: CRM, Workflows & Automations · Logo: https://assets.partnerfleet.app/623fdpbfrlx4v0dnwpov4j5j3n3q
- [OneDrive (by Aloka Technologies)](https://marketplace.simprogroup.com/apps/onedrive-4cb6abf1-f1d0-45e5-9104-0e538f184427) — Connect your cloud file storage and document sharing workflows in OneDrive directly with your field operations in Simpro · Categories: Workflows & Automations · Logo: https://assets.partnerfleet.app/m09p0lhp6x9qmwfh9s3sinvhe97e
- [OneDrive (by SyncEzy)](https://marketplace.simprogroup.com/apps/onedrive) — Integrating Simpro with OneDrive enhances document management. It simplifies document uploads to OneDrive, streamlining data access and security, facilitating efficient workflows, and promoting data integrity. · Categories: Workflows & Automations · Logo: https://assets.partnerfleet.app/962wlk13rrz7bfpfgyxcix0ipnsk
- [OpenSolar](https://marketplace.simprogroup.com/apps/opensolar) — Snapfrozen delivers powerful OpenSolar software integrations, helping solar businesses automate, streamline, and grow. Our Snapflow Integration Platform connects OpenSolar with Simpro. · Categories: Workflows & Automations · Logo: https://assets.partnerfleet.app/p2a5xxlkkt0nn1mtuj0ra4yf3vxh
- [OpenSolar (by Aloka Technologies)](https://marketplace.simprogroup.com/apps/opensolar-5a89e4d2-e0ac-419a-988c-81c4f61cdf0c) — Connect your solar design and proposal workflows in OpenSolar directly with your field operations in Simpro · Categories: Estimating & Materials, Workflows & Automations · Logo: https://assets.partnerfleet.app/qy0gz737p2ynh6twf3uzvtxu677t
- [Outlook](https://marketplace.simprogroup.com/apps/outlook) — Through the integration between Simpro and Outlook, users can easily create new leads and add customers in Simpro. They can also easily attach emails as notes to customer cards, leads, quotes and jobs without leaving Outlook. Once the integration is installed, Simpro automatically recognizes the email sender in Outlook if their information is saved within the build. · Categories: Workflows & Automations · Logo: https://assets.partnerfleet.app/7klfupenlg473ter6vdo8jpt0bgx
- [Pabbly](https://marketplace.simprogroup.com/apps/pabbly) — Pabbly Connect is a cost-effective integration and automation solution platform. Easily integrate multiple applications and automate your tasks. Additionally, unlike other automation platforms, Pabbly Connect does not consume your tasks on internal working such as applying filters, routers, formatters etc. · Categories: Workflows & Automations, Integration Platforms (iPaaS) · Logo: https://assets.partnerfleet.app/1xl4pjc2jb9p7p2gkjv8io151vgx
- [PCM Integrations](https://marketplace.simprogroup.com/apps/pcm-integrations) — Send direct mail as easily as email and get up to 9X the response. · Categories: Sales & Marketing, Marketing Automation · Logo: https://assets.partnerfleet.app/62s13hz1ts3va17nik1dblnqd1ky
- [Plant & Equipment Inspections - CTM Safety](https://marketplace.simprogroup.com/apps/cut-the-mustard-f824fc89-b6f6-4cde-a6f7-402c5e0168a8) — Set up regular Simpro Plant & Equipment Inspections with automatic reminders and forms sent back into Simpro. · Categories: Safety & Compliance, Workflows & Automations · Logo: https://assets.partnerfleet.app/apg7al62p9tzh5gbzn5bi044ci53
- [Pylon (by Aloka Technologies)](https://marketplace.simprogroup.com/apps/pylon) — Connect your design and proposal workflows in Pylon directly with your field operations in Simpro · Categories: Workflows & Automations · Logo: https://assets.partnerfleet.app/7byhbtzwl2bjq5i67tmov9c18yai
- [Pylon (by Snapfrozen)](https://marketplace.simprogroup.com/apps/pylon-7c5d2b81-779a-47cf-94f0-e494a45bd967) — Snapfrozen delivers powerful solar integrations, helping solar businesses automate, streamline, and grow. Our Snapflow Integration Platform connects Pylon with Simpro. · Categories: Workflows & Automations · Logo: https://assets.partnerfleet.app/nw0h15i6xc8ocs0n8jua0jowkngd
- [Salesforce (by SyncEzy)](https://marketplace.simprogroup.com/apps/salesforce) — Integrating Simpro with Salesforce enhances customer relationship management. It syncs customer data, project details, and service requests, facilitating streamlined communication, sales automation, and improved customer engagement for business growth. · Categories: Customer Service & Experience, Sales & Marketing · Logo: https://assets.partnerfleet.app/98nhtgz0u11ps84z709opet8jxkx
- [SharePoint (by Aloka Technologies)](https://marketplace.simprogroup.com/apps/sharepoint) — Connect your document management and team collaboration workflows in SharePoint directly with your field operations in Simpro · Categories: Workflows & Automations · Logo: https://assets.partnerfleet.app/vczbxe6hq8syq3wkzr77a2aemygt
- [SharePoint Office 365 (by SyncEzy)](https://marketplace.simprogroup.com/apps/sharepoint-office-365) — Sync your Simpro data two ways with SharePoint, MS Teams, OneDrive, or your local Windows Explorer folders. Work locally and save into Simpro. · Categories: Workflows & Automations · Logo: https://assets.partnerfleet.app/b9jiali0u4po7n44b30481t0dwy6
- [Simplementary Extend](https://marketplace.simprogroup.com/apps/simplementary-extend) — A managed IT infrastructure for mobile workers. Extend provides ruggedised smart phones and tablets, SIM cards, accidental damage cover and complete hardware, software and mobile network support. · Categories: Workflows & Automations · Logo: https://assets.partnerfleet.app/bnyxurheh2cgd7250dlvphdweh5g
- [Simplementary Simple Certs](https://marketplace.simprogroup.com/apps/simplementary-simple-certs) — Creates certificates & forms directly from Simpro data. Many Industry standard certs for Electrical, Gas, Air Conditioning, Fire Safety, Security, Oil & more included. · Categories: Safety & Compliance, Workflows & Automations · Logo: https://assets.partnerfleet.app/ex8qfegvljyj3q0yvlcho7nxwwvc
- [Simpro Data Feed](https://marketplace.simprogroup.com/apps/simpro-data-feed) — Save time, reduce manual data entry and eliminate human error. Simpro Data Feed uses rule-based automation to extract data from emails and attachments and takes action by creating or updating jobs, quotes, and more. · Categories: Workflows & Automations · Logo: https://assets.partnerfleet.app/4y2qhso5heqpj63v4dsb42a32bgv
- [Simpro Digital Forms](https://marketplace.simprogroup.com/apps/simpro-digital-forms) — Create and customise digital forms for technicians in the field with mobile friendly data collection. Whether you need questionnaires with conditional logic for your techs to fill out on the job, or for your forms to be government compliant - Simpro Digital Forms has you covered. · Categories: Safety & Compliance, Workflows & Automations · Logo: https://assets.partnerfleet.app/rcpdzmbkbpk123urjhr07wkrrvta
- [Simpro Zapier](https://marketplace.simprogroup.com/apps/simpro-zapier) — The Simpro Zapier integration eliminates double handling of data and automatically triggers events between systems. Use our pre-made Zap Templates to start automating your processes now. · Categories: Workflows & Automations, Integration Platforms (iPaaS) · Logo: https://assets.partnerfleet.app/5mmu978dc3w5tmdsl2gjn4tkg2zo
- [Task Creation for Gantt Charts (by CTM Safety)](https://marketplace.simprogroup.com/apps/ctm-safety-task-creation-for-gantt-charts) — Our task creation system makes it easier to use Gantt charts in Simpro. Instead of having to create tasks individually, we have created a single page with all your cost centres so you can allocated them to staff and add start and end dates. A single click means your Gantt charts get populated with the data you need. · Categories: Workflows & Automations · Logo: https://assets.partnerfleet.app/cu7p1m45x33k15vdj8f46nkhncjn
- [TestNet](https://marketplace.simprogroup.com/apps/testnet-7c02ba84-9df1-4e3a-8a27-d0806caa2de7) — Purpose-built electrical testing software for electricians. Capture test results, generate professional reports, and build a permanent record of every installation · Categories: Asset Management, Safety & Compliance · Logo: https://assets.partnerfleet.app/s1307ej71gwraenxydw2ah48rq0e
- [Tooezy](https://marketplace.simprogroup.com/apps/tooezy) — Tooezy is a platform app that allows job requests to flow through from nearby customers to service people in their local area. Offering a range of household services from tradesmen to clearing, the app allows you to find the right people for your job. · Categories: Customer Service & Experience, Live Video & Messaging · Logo: https://assets.partnerfleet.app/b80e70f3y4ljgy05i78encuem9xz
- [Trello (by Aloka Technologies)](https://marketplace.simprogroup.com/apps/trello-by-aloka-technologies) — Trello is a visual project management tool that uses boards, lists, and cards to help service teams organise tasks, track job progress, and collaborate efficiently across projects. · Categories: Workflows & Automations · Logo: https://assets.partnerfleet.app/cpd05g70j5k38agbm9hoknixl9qs
- [viaSocket](https://marketplace.simprogroup.com/apps/viasocket) — AI driven workflow automation tool with no coding required, enabling small and medium businesses to integrate apps and workflows. Try it now for free! · Rating: 5.0/5 (1 reviews) · Categories: Workflows & Automations, Integration Platforms (iPaaS) · Logo: https://assets.partnerfleet.app/lamqond1m05tdxol6wemuua8pnxu
- [Vision Reach](https://marketplace.simprogroup.com/apps/vision-reach-enhancement-pack) — A collection of customisations and features to further enhance your workflows · Categories: Workflows & Automations · Logo: https://assets.partnerfleet.app/u0dmrvxp58wtsbaia10zej9x8e1o
- [zzBots](https://marketplace.simprogroup.com/apps/zzbots) — zzBots enables you to integrate Simpro and other applications such as PlanSwift, Google Calendar, Trello, WordPress, Outlook and more so you can create bespoke automations for workflows. · Categories: Workflows & Automations, Integration Platforms (iPaaS) · Logo: https://assets.partnerfleet.app/hxsnh0oi40dz6w8afxfm57ot9dzg