Certifier + Simpro Integration

Integrate Certifier to Simpro in one click, or tell Integrately AI how you want each job handled. Issue credentials, update customer records, alert your team, and track fulfillment automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Simpro
    Recurring invoice is updated in Simpro Instant
  • Simpro
    Recurring invoice is created in Simpro Instant
  • Simpro
    Invoice is updated in Simpro Instant
  • Simpro
    Invoice is created in Simpro Instant
  • Simpro
    Contact is created in Simpro Instant
  • Simpro
    Job is created in Simpro Instant
  • Simpro
    Company customer created in Simpro Instant
  • Simpro
    Job is updated in Simpro Instant
  • Simpro
    Company customer updated in Simpro Instant
  • Simpro
    Site is created in Simpro Instant
  • Simpro
    Site is updated in Simpro Instant
  • Simpro
    Individual customer created in Simpro Instant
  • Simpro
    Individual customer updated in Simpro Instant
  • Simpro
    Quote is created in Simpro Instant
  • Simpro
    Quote is updated in Simpro Instant
Arrow Right
2.
  • Certifier
    Create credential in Certifier
  • Certifier
    Create group in Certifier
  • Simpro
    Update lead in Simpro
  • Simpro
    Update contact in Simpro
  • Simpro
    Create lead in Simpro
  • Simpro
    Get contact by ID in Simpro
  • Simpro
    Create individual customer in Simpro
  • Simpro
    Search individual customer in Simpro
  • Simpro
    Search company customer in Simpro
  • Simpro
    Create contact in Simpro
  • Simpro
    Create company customer in Simpro
  • Simpro
    Create service job in Simpro
  • Simpro
    Search job in Simpro
  • Simpro
    Create site in Simpro
  • Simpro
    Search contact in Simpro
  • Simpro
    Search site in Simpro
  • Simpro
    Create service quote in Simpro
  • Simpro
    Search quote in Simpro
  • Simpro
    Create activity schedule block in Simpro

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Ready Workflows Ready Workflows for Certifier + Simpro Integration

Issue credentials for new jobs, update customer records, notify your team, and track fulfillment, all in just one click.

Most popular automationmost-popular-automations
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Connect more apps to your Certifier + Simpro flow

Connect your accounting, messaging, and storage tools to extend your credentialing workflow. Pick a combination and activate it in one click.

Certifier
Simpro
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XeroXero (4)
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GmailGmail (4)
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SlackSlack (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
Google DriveGoogle Drive (4)
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StripeStripe (4)
S
X
C
When a new job is created in Simpro, create an invoice in Xero and generate a credential in Certifier
New Simpro jobs instantly generate a Xero invoice and a Certifier credential without manual data entry.
S
X
C
When a contact is created in Simpro, create a contact in Xero and create a group in Certifier
Simpro contacts automatically populate your Xero account and Certifier group for streamlined management.
S
X
C
When an invoice is created in Simpro, create a bill in Xero and issue a credential in Certifier
Simpro invoices trigger accounting updates in Xero and issue professional credentials in Certifier.
S
X
C
When a quote is created in Simpro, create a quote in Xero and create a group in Certifier
New Simpro quotes update Xero and establish recipient groups in Certifier automatically.

Supported triggers and actions for Certifier and Simpro

Mix and match to build the exact automation you need

Certifier
Certifier Triggers & Actions
No trigger is available
Create credential in Certifier
Generate credentials
Try it β†’
Create group in Certifier
Generates a new group in the system
Try it β†’
Simpro
Simpro Triggers & Actions
Instant
Recurring invoice is updated in Simpro
Triggers the automation when a existing recurring invoice is updated.
Try it β†’
Instant
Recurring invoice is created in Simpro
Triggers the automation when a new recurring invoice is created
Try it β†’
Instant
Invoice is updated in Simpro
Triggers the automation when existing invoice is updated.
Try it β†’
Instant
Invoice is created in Simpro
Triggers the automation when a new invoice is created
Try it β†’
Instant
Contact is created in Simpro
Triggers the automation when a new contact is created.
Try it β†’
Instant
Job is created in Simpro
Triggers the automation when a new job is created
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Instant
Company customer created in Simpro
Triggers the automation when a new customer is created within the company's database
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Instant
Job is updated in Simpro
Triggers the automation when a job is updated
Try it β†’
Instant
Company customer updated in Simpro
Triggers the automation when a company's customer information is updated
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Instant
Site is created in Simpro
Triggers the automation when a new site is created
Try it β†’
Instant
Site is updated in Simpro
Triggers the automation when a site is updated
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Instant
Individual customer created in Simpro
Triggers the automation when a new individual customer is added
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Instant
Individual customer updated in Simpro
Triggers the automation when a customer's information is updated
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Instant
Quote is created in Simpro
Triggers the automation when a new quote is created
Try it β†’
Instant
Quote is updated in Simpro
Triggers the automation when any quote is updated
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Update lead in Simpro
Updates specified lead to the database
Try it β†’
Update contact in Simpro
Updates specified contact to the database
Try it β†’
Create lead in Simpro
Adds a new lead to the database
Try it β†’
Get contact by ID in Simpro
Retrieve contact information by unique identifier
Try it β†’
Create individual customer in Simpro
Creates a new individual customer record
Try it β†’
Search individual customer in Simpro
Searches for an individual customer
Try it β†’
Search company customer in Simpro
Searches for a company customer
Try it β†’
Create contact in Simpro
Adds a new contact to the database
Try it β†’
Create company customer in Simpro
Creates a new company customer record
Try it β†’
Create service job in Simpro
Generates a new service job
Try it β†’
Search job in Simpro
Searches for a job
Try it β†’
Create site in Simpro
Generates a new site entry
Try it β†’
Search contact in Simpro
Finds and retrieves contact information
Try it β†’
Search site in Simpro
Searches for a site
Try it β†’
Create service quote in Simpro
Generates a new service quote
Try it β†’
Search quote in Simpro
Searches for a quote
Try it β†’
Create activity schedule block in Simpro
Creates a new activity schedule block
Try it β†’

What can you automate with Certifier + Simpro?

Streamline your field service management and certificate distribution with ready-to-run automation workflows.

What you can automate?
πŸ†
Issue certificates from new Simpro jobs automatically
Generate a Certifier credential the moment a new job is created in Simpro. Eliminate manual certificate creation and deliver credentials to clients instantly.
πŸ“
Capture every submitted customer and job field
Map all available Simpro contact and job details into Certifier instead of just basic names. Ensure your credential records contain complete and accurate recipient data.
πŸ””
Notify your team as soon as a job starts
Send instant alerts to team members in Slack or Gmail whenever a new job or invoice is created in Simpro, keeping everyone informed of active projects.
πŸ”€
Route records based on submitted customer details
Apply conditional logic to create specific Certifier groups or trigger distinct downstream actions depending on whether a company or individual customer is created.
πŸ”„
Keep your destination platform updated as data changes
Automatically update customer records, groups, and credentials in Certifier whenever job statuses or contact details are modified in Simpro.
πŸ”
Search and update instead of creating duplicates
Check if a contact or customer already exists in Certifier before creating new records, preventing duplicate entries and keeping your database clean.
πŸ’³
Handle invoice creation and status updates
Trigger automated workflows when Simpro invoices are created or updated, ensuring your credentialing and billing cycles stay perfectly synchronized.
πŸ”—
Extend workflows to accounting and storage apps
Connect your Certifier and Simpro flow to tools like Xero, QuickBooks Online, or Google Drive to sync financial records and document storage seamlessly.
And much more...

Who is Certifier + Simpro integration for?

Operations managers, field service coordinators, and administrative teams connect Simpro and Certifier to eliminate manual data entry and automate credential delivery.

Operations managers
Operations managers
Field service coordinators
Field service coordinators
Client success managers
Client success managers
Administrative teams
Administrative teams
Project managers
Project managers
Finance specialists
Finance specialists
πŸ“ˆ
Operations managers
You're managing field service metrics and project tracking across multiple platforms, but your credential records only update when someone manually exports data, so the status reports you review are always outdated β€” this integration means every new job creates a credential instantly and your reporting stays current.
⚑
Field service coordinators
You need to dispatch jobs and issue certificates rapidly, but staff find out about new project completions hours later because updates are handled by hand β€” with this integration, every completed job triggers automated credential generation and your team moves immediately.
🀝
Client success managers
You answer to clients requesting immediate proof of certification after job completion, but tracking down paperwork causes frustrating delays β€” this integration means every project milestone automatically issues the correct credential and your clients get confirmation on time.
πŸ“Š
Administrative teams
The volume of new customer creation and invoicing in Simpro is too high for anyone to keep up by hand without making mistakes β€” automating both apps means every record is processed accurately and your administrative backlog disappears completely.
πŸ”§
Project managers
You own the job handover stage and depend on upstream data entry to begin issuing credentials, but manual bottlenecks stall your workflow β€” with this integration, every new Simpro job flows straight into your credentialing system and your handovers happen without friction.
πŸ“
Finance specialists
You need a reliable history of customer interactions and credential issuance, but manual record-keeping keeps leaving gaps in your database β€” connecting these apps means every transaction and certificate is logged precisely and your audit history remains complete.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Certifier + Simpro

Build and manage your Certifier + Simpro automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Certifier + Simpro with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting β€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Certifier to Simpro?
Frequently Asked Questions
You can connect Certifier to Simpro in one click using Integrately. Pick a ready automation template or use Integrately AI to configure your workflow with apps like Slack and Xero.
Can I automatically issue credentials when a new job is created in Simpro?
Frequently Asked Questions
Can I connect Certifier, Simpro, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Certifier and Simpro?
Frequently Asked Questions
How does Certifier handle recipient data from Simpro?
Frequently Asked Questions
Can Simpro customer details update Certifier automatically?
Frequently Asked Questions
Do I need coding skills to automate Certifier and Simpro?
Frequently Asked Questions
Is the Certifier and Simpro integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
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Want to automate something else in your workflow?

You Can Also Connect Certifier or Simpro With 1500+ Other Apps

Certifier
Popular Certifier Integrations
Connect Certifier to design, marketing, and CRM tools to enhance your credential distribution and recipient tracking.
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Simpro
Popular Simpro Integrations
Sync Simpro with accounting, project management, and scheduling tools to streamline your field service operations.
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Simpro Integrations arrow right
No popular apps found