Optimize your field service management with Simpro's robust API modules. Access job, site, and schedule data, manage contacts and invoices, and streamline tasks with powerful search and update functions. Enhance workflow efficiency for small to medium businesses with real-time data retrieval and updates, empowering end-to-end operations management.
10 executions monthly on Free plan included
Platform supported onplan: 
Make.com
Make.comAvailable Module Types
- All Modules (39)
- Action
- Universal
- Search
- Instant Trigger (webhook)
Simpro API Integration for Make.com
Create custom Simpro automation workflows by using triggers, actions, and search modules listed below.
Action
Get an Invoice
Retrieves an invoice by id.
Action
Get a Schedule
Retrieves details for a schedule.
Action
Get a Site
Retrieves details for a specific site.
Action
Get a Task
Retrieves a task by ID.
Universal
Make an API Call
Performs an arbitrary authorized API call.
Search
Search Contacts
Searches for contacts.
Search
Search Jobs
Returns list of jobs
Search
Search Schedules
Searches for schedules.
Search
Search Sites
Searches for sites.
Search
Search Tasks
Searches for tasks.
Action
Update a Contact
Updates a contact by ID.
Action
Update a Job
Updates an existing job by ID.
Instant Trigger (webhook)
Watch Events
Instant trigger Watch Events.
Action
Get an Employee
Retrieves an existing employee by id.
Action
Get a Job
Retrieve a job by id.
Action
Update a Contact Custom Field
Updates custom fields for a given contact.
Action
Create a Contact
Creates a new contact
Action
Create a Job
Creates a new job
Action
Create an Invoice
Creates a new invoice.
Action
Delete Contact or Job
To be deleted
Action
Get a Contact
Retrieves a contact
Action
Get a Customer
Retrieves details for a specific company customer.
Action
Add Job Attachment
Adds a new attachment (file) to an existing job.
Action
Create a Job Attachment Folder
Creates a new job attachment folder.
Action
Create a Lead
Creates a new lead.
Action
Delete a Contact
Deletes a contact by id.
Action
Delete a Job
Deletes a job by id.
Action
Delete a Job Attachment
Deletes a job attachment by id.
Action
Delete a Lead
Deletes a lead by given id.
Action
Delete an Invoice
Deletes an invoice by id.
Action
Delete a Site
Deletes a site by given id.
Action
Delete a Task
Deletes a task by id.
Action
Get a Lead
Retrieves details for a lead by ID.
Search
Search Invoices
Searches for invoices.
Search
Search Leads
Searches for leads.
Search
Search Work Orders
Searches for work orders.
Action
Update a Lead
Updates a lead by given id.
Action
Update an Invoice
Updates a given invoice.
Action
Update a Task
Updates a task by given id.
Simpro Automation Use Cases
Explore potential use cases for automations using Simpro API and utilize our integration modules crafted specifically for such workflows.
2 modules
Employee Task Notification
Automatically notify an employee whenever a new task is assigned to them, helping in efficient task management and timely completion.
Get an Employee
Get a Task
2 modules
Invoice Payment Follow-Up
Automatically search for overdue invoices and schedule follow-up tasks for these invoices to ensure timely payment collections.
Update a Task
Search Invoices
3 modules
On-Site Job Management
Upon arrival at a worksite, field employees can retrieve all site information, job details, and any associated tasks or schedules to streamline the on-site process.
Get a Task
Get a Job
Get a Site
3 modules
Invoice Management Task Assignment
When a new invoice is created, automatically assign a task to the responsible employee to ensure prompt follow-up and payment collection.
Get a Task
Create an Invoice
Update a Task
3 modules
Automate Job Creation and Scheduling
Automatically create a new job and schedule it as soon as a new lead is generated, streamlining the workflow and saving time.
Create a Job
Create a Lead
Get a Schedule
2 modules
Daily Schedule Summary Email
Send an automated email summary of all scheduled tasks for the day to all field employees, enhancing daily planning and task prioritization.
Get a Schedule
Search Tasks
3 modules
Comprehensive Customer Overview
Generate a comprehensive report of a customer including all jobs, tasks, and open invoices, enhancing insights into customer management and engagement.
Get a Customer
Search Invoices
Search Jobs
3 modules
Lead to Customer Conversion
Streamline the process of converting a lead into a customer by automating contact creation and update the related job details as required.
Create a Lead
Update a Job
Create a Contact
2 modules
Automated Contact Update
Update customer contact details automatically when new information is provided, ensuring records are always current and accurate.
Get a Customer
Update a Contact
Supported Platforms
- Make.com
How to start with Simpro on Make.com?
Follow our step-by step guides on setting this API integration on Make.com no-code platform.
Our team of experts needs to know your concern. Please, report any issues you notice during app execution.
Recently reported issues
Below you can find issues that were reported already by other users. Try avoid duplicates.
Is it possible to make this work with Simpro multi company
I am trying to use this with a company that has simpro multi company so the company format is {subcompany}.{subdomain}.simprogroup.com (not simprosuite.com as the app is trying to configure) Is there anyway to get this work or will I have to recreate through the API calls directly
Resolution: You can put subdomain.subdomain in connection instead of subdomain.