DocuWare + Simpro Integration

Integrate DocuWare to Simpro in one click, or tell Integrately AI how you want each document handled. Store the file securely, create the service job, update customer records, and alert your team automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • DocuWare
    Document is added in DocuWare Instant
  • Simpro
    Invoice is created in Simpro Instant
  • Simpro
    Invoice is updated in Simpro Instant
  • Simpro
    Recurring invoice is created in Simpro Instant
  • Simpro
    Recurring invoice is updated 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.
  • DocuWare
    Append a file in DocuWare
  • DocuWare
    Delete document in DocuWare
  • DocuWare
    Download document in DocuWare
  • DocuWare
    Update document index fields in DocuWare
  • DocuWare
    Transfer document in DocuWare
  • DocuWare
    Delete a file in DocuWare
  • DocuWare
    Download a file in DocuWare
  • DocuWare
    Replace a file in DocuWare
  • DocuWare
    Get file cabinets in DocuWare
  • DocuWare
    Get dialogs in DocuWare
  • DocuWare
    Get document information in DocuWare
  • DocuWare
    Store in file cabinet in DocuWare
  • DocuWare
    Search document in DocuWare
  • DocuWare
    Get stamps in DocuWare
  • DocuWare
    Place a stamp in DocuWare
  • DocuWare
    Import to document tray in DocuWare
  • Simpro
    Create lead in Simpro
  • Simpro
    Update contact in Simpro
  • Simpro
    Update 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 WorkflowsReady Workflows ย  for DocuWare + Simpro Integration

Capture documents, create service jobs, store files in cabinets, update customer records, and alert your team, all in just one click.

Sorry, we donโ€™t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your DocuWare + Simpro flow

Automate document archiving, customer invoicing, and team notifications as soon as your core workflows finish. Pick a combination and activate it in one click.

DocuWare
Simpro
+
XeroXero (4)
+
QuickBooks OnlineQuickBooks Online (3)
+
GmailGmail (3)
+
Google DriveGoogle Drive (3)
+
Microsoft OutlookMicrosoft Outlook (3)
+
StripeStripe (3)
D
X
S
Add every DocuWare document to Xero as a new invoice, and create a service job in Simpro.
New DocuWare documents immediately generate invoices in Xero and service jobs in Simpro without manual data entry.
X
D
S
When an invoice is created in Xero, store the document in DocuWare and update the Simpro job status.
Xero invoices trigger document archiving in DocuWare and update job statuses in Simpro automatically.
S
X
D
Create a contact in Xero whenever a customer is created in Simpro, and archive the record in DocuWare.
New Simpro customers populate Xero contacts and generate secure archives in DocuWare instantly.
X
C
D
S
Use ChatGPT to analyze Xero invoice data, store the summary in DocuWare, and create a follow-up task in Simpro.
ChatGPT analyzes Xero invoices before DocuWare archives them and triggers a follow-up in Simpro.

Supported triggers and actions for DocuWare and Simpro

Mix and match to build the exact automation you need

DocuWare
DocuWare Triggers & Actions
Instant
Document is added in DocuWare
Triggers the automation when a new document is created
Try it โ†’
Append a file in DocuWare
Appends content to an existing file
Try it โ†’
Delete document in DocuWare
Removes a particular document from the system
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Download document in DocuWare
Download a particular document to a location
Try it โ†’
Update document index fields in DocuWare
Updates document index fields
Try it โ†’
Transfer document in DocuWare
Transfers a document
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Delete a file in DocuWare
Deletes particular files from the system
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Download a file in DocuWare
Download files from a particular source or location
Try it โ†’
Replace a file in DocuWare
Replaces a file
Try it โ†’
Get file cabinets in DocuWare
Retrieves and store file cabinets with particular information
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Get dialogs in DocuWare
Retrieves all available dialogs from the system
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Get document information in DocuWare
Retrieves details and metadata from a document
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Store in file cabinet in DocuWare
Stores a document in a file cabinet
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Search document in DocuWare
Locates and retrieves document based on search criteria
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Get stamps in DocuWare
Purchase and collect stamps for mailing purposes
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Place a stamp in DocuWare
Places a stamp on a document
Try it โ†’
Import to document tray in DocuWare
Import files and documents to the designated document tray with
Try it โ†’
Simpro
Simpro Triggers & Actions
Instant
Invoice is created in Simpro
Triggers the automation when a new invoice is created
Try it โ†’
Instant
Invoice is updated in Simpro
Triggers the automation when existing invoice is updated.
Try it โ†’
Instant
Recurring invoice is created in Simpro
Triggers the automation when a new recurring invoice is created
Try it โ†’
Instant
Recurring invoice is updated in Simpro
Triggers the automation when a existing recurring invoice is updated.
Try it โ†’
Instant
Contact is created in Simpro
Triggers the automation when a new contact is created.
Try it โ†’
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
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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
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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 โ†’
Instant
Quote is updated in Simpro
Triggers the automation when any quote is updated
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Create lead in Simpro
Adds a new lead to the database
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Update contact in Simpro
Updates specified contact to the database
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Update lead in Simpro
Updates specified lead to the database
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Get contact by ID in Simpro
Retrieve contact information by unique identifier
Try it โ†’
Create individual customer in Simpro
Creates a new individual customer record
Try it โ†’
Search individual customer in Simpro
Searches for an individual customer
Try it โ†’
Search company customer in Simpro
Searches for a company customer
Try it โ†’
Create contact in Simpro
Adds a new contact to the database
Try it โ†’
Create company customer in Simpro
Creates a new company customer record
Try it โ†’
Create service job in Simpro
Generates a new service job
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Search job in Simpro
Searches for a job
Try it โ†’
Create site in Simpro
Generates a new site entry
Try it โ†’
Search contact in Simpro
Finds and retrieves contact information
Try it โ†’
Search site in Simpro
Searches for a site
Try it โ†’
Create service quote in Simpro
Generates a new service quote
Try it โ†’
Search quote in Simpro
Searches for a quote
Try it โ†’
Create activity schedule block in Simpro
Creates a new activity schedule block
Try it โ†’

What can you automate with DocuWare + Simpro?

Streamline document management, automate service job creation, and eliminate manual data entry across your entire workflow.

What you can automate?
๐Ÿ”„
Create Simpro service jobs from new DocuWare documents
Automatically generate a new service job in Simpro the moment a document is added in DocuWare. Eliminate manual data entry and ensure field operations start instantly.
๐Ÿ“‘
Capture every submitted document index field
Map available DocuWare document index fields directly into Simpro records instead of just basic names. Your database becomes a comprehensive source for review and follow-up.
๐Ÿ””
Notify your team as soon as jobs are created
Trigger instant team notifications in Gmail or Outlook whenever a new Simpro service job or DocuWare document is processed. Keep stakeholders informed without manual emails.
๐Ÿ”€
Route workflows based on submitted field values
Execute different actions depending on specific field values in your Simpro quotes or DocuWare documents. Direct high-priority jobs to senior technicians automatically.
๐Ÿ“ˆ
Keep destination records up to date as changes occur
Synchronize updates across Simpro and DocuWare in real time. Whenever a job status changes or an index field is updated, all connected records reflect the change.
๐Ÿ”
Add or update records instead of creating duplicates
Search existing Simpro customers and DocuWare file cabinets before creating new entries. Prevent duplicate records and maintain clean, organized databases.
๐Ÿ’ณ
Handle later status changes like payments and completions
Automatically archive invoices and update job stages in Simpro when payments succeed in Stripe or Xero. Keep financial and operational tracking fully aligned.
๐Ÿ”Œ
Extend your workflow to accounting and communication tools
Connect DocuWare and Simpro with Xero, Gmail, Google Drive, or Stripe. Build multi-step pipelines that handle your accounting, storage, and notifications in one flow.
And much more...

Who is DocuWare + Simpro integration for?

Operations teams, field managers, and finance professionals who need seamless document management and service job synchronization.

Operations Directors
Operations Directors
Field Service Managers
Field Service Managers
Account Managers
Account Managers
Billing Coordinators
Billing Coordinators
Project Coordinators
Project Coordinators
Compliance Officers
Compliance Officers
๐Ÿ“ˆ
Operations Directors
You're reviewing operational metrics across disconnected platforms but your reporting sheets only update when someone manually exports records, so the job counts you're tracking are always a few hours behind โ€” this integration means every new Simpro job and DocuWare document syncs instantly and your operational data stays current.
โšก
Field Service Managers
You're dispatching field technicians based on paperwork scattered across email attachments, but critical client documents are buried in archives and field teams find out about updates too late โ€” with this integration, every document added in DocuWare instantly creates a service job in Simpro so your crew acts immediately.
๐Ÿค
Account Managers
You're answering client status inquiries while manually cross-referencing estimates and invoices, but information gaps between your document vault and job management tool leave clients waiting โ€” automating both apps means every quote update and customer record syncs automatically and client reviews run smoothly.
๐Ÿงพ
Billing Coordinators
You're processing high volumes of service invoices and archiving paper receipts by hand, but manual data entry causes recurring reconciliation errors at month-end โ€” connecting these apps means every Simpro invoice and DocuWare filing happens automatically and your billing accuracy reaches one hundred percent.
๐Ÿ“‹
Project Coordinators
You're waiting for upstream teams to hand over project paperwork before scheduling service jobs, but manual handoffs cause costly project delays and missed deadlines โ€” this integration means every document addition instantly triggers the next operational task and project momentum never stalls.
๐Ÿ—‚๏ธ
Compliance Officers
You're maintaining audit trails across multiple operational systems and constantly finding missing document records, but manual archiving leaves dangerous compliance gaps โ€” automating both apps means every file is securely stored and indexed instantly to maintain an unblemished audit history.
Our team

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Why choose Integrately to automate DocuWare + Simpro

Build and manage your DocuWare + 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 DocuWare + 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 โ€” 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?

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2
Connect Accounts
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3
Automation is ready
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Frequently Asked Questions

How do I connect DocuWare to Simpro?
Frequently Asked Questions
You can connect DocuWare to Simpro instantly using 1-click automations and Integrately AI. Start with ready-made templates or combine them with apps like Xero, Gmail, and Stripe in minutes.
Can I automatically create a Simpro service job when a document is added in DocuWare?
Frequently Asked Questions
Can I connect DocuWare, Simpro, and Gmail?
Frequently Asked Questions
What is a good Zapier alternative for DocuWare and Simpro?
Frequently Asked Questions
How does DocuWare handle document archiving and file cabinets in this integration?
Frequently Asked Questions
Can Simpro update customer details and service jobs automatically?
Frequently Asked Questions
Can I automate DocuWare and Simpro without coding?
Frequently Asked Questions
Is the DocuWare and Simpro integration free?
Frequently Asked Questions
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