Create EspoCRM task for new Service Provider Pro order
Service Provider Pro + EspoCRM Integration
Service Provider Pro + EspoCRM Integration
Integrate EspoCRM to Service Provider Pro in one click, or tell Integrately AI how you want each order handled. Create contacts, update accounts, log tasks, and sync customer details automatically across your agency stack.
Free forever.Use premium features free for 14 days.1.
Order is created in Service Provider Pro Instant- Order status is changed in Service Provider Pro Instant
- Tag is added to order in Service Provider Pro Instant
- Invoice is paid in Service Provider Pro Instant
- Invoice is refunded in Service Provider Pro Instant
- Account is created in Service Provider Pro Instant
- Form is submitted in Service Provider Pro Instant
- Subscription is cancelled in Service Provider Pro Instant
- Subscription is paid in Service Provider Pro Instant
- Subscription is failed in Service Provider Pro Instant
- Message is posted in Service Provider Pro Instant
- Ticket is created in Service Provider Pro Instant
Target list is created in EspoCRM Instant- Contact is created in EspoCRM Instant
- Contact is deleted in EspoCRM Instant
- Contact is updated in EspoCRM Instant
- Task is created in EspoCRM Instant
- Task is updated in EspoCRM Instant
- Task is deleted in EspoCRM Instant
- Account is created in EspoCRM Instant
- Opportunity is created in EspoCRM Instant
- Meeting is created in EspoCRM Instant
- Opportunity is updated in EspoCRM Instant
- Case is created in EspoCRM Instant
- Account is updated in EspoCRM Instant
- Account is deleted in EspoCRM Instant
- Opportunity is deleted in EspoCRM Instant
- Case is updated in EspoCRM Instant
- Case is deleted in EspoCRM Instant
- Meeting is updated in EspoCRM Instant
- Meeting is deleted in EspoCRM Instant
- Lead is updated in EspoCRM Instant
- Lead is created in EspoCRM Instant
- Lead is deleted in EspoCRM Instant
- Call is created in EspoCRM Instant
- Call record is updated in EspoCRM Instant
- Call is deleted in EspoCRM Instant
2.
- Search lead by name in EspoCRM
- Create contact in EspoCRM
- Search contact in EspoCRM
- Update contact in EspoCRM
- Delete contact in EspoCRM
- Create lead in EspoCRM
- Search lead email in EspoCRM
- Update lead in EspoCRM
- Delete lead in EspoCRM
- Create task in EspoCRM
- Create account in EspoCRM
- Create case in EspoCRM
- Create meeting in EspoCRM
- Search account in EspoCRM
- Update account in EspoCRM
- Delete opportunity in EspoCRM
- Delete meeting in EspoCRM
- Create opportunity in EspoCRM
- Search opportunity in EspoCRM
- Search meeting in EspoCRM
- Update opportunity in EspoCRM
- Update meeting in EspoCRM
- Search case in EspoCRM
- Update case in EspoCRM
- Delete account in EspoCRM
- Delete case in EspoCRM
- Create call in EspoCRM
- Search call in EspoCRM
- Update call in EspoCRM
- Delete call in EspoCRM
Trusted by experts at...
Ready Workflows for EspoCRM + Service Provider Pro Integration
Create contacts from orders, update accounts when invoices are paid, log tasks for new support tickets, and keep your CRM synced, all in just one click.
Most popular automation
Create EspoCRM contact from new Service Provider Pro order
As an online store owner, you're likely using Service Provider Pro to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.
But did you know that you can easily integrate Service Provider Pro with EspoCRM? This integration will allow you to automatically create a contact for each new order in EspoCRM.
Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
See moreBut did you know that you can easily integrate Service Provider Pro with EspoCRM? This integration will allow you to automatically create a contact for each new order in EspoCRM.
Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your EspoCRM + Service Provider Pro flow
Sync agency transactions with billing, messaging, team chat, email tools, and project management software. Pick a combination and activate it in one click.
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Stripe (4)
Stripe (4) +
Slack (4)
Slack (4) +
HubSpot (4)
HubSpot (4) +
Gmail (4)
Gmail (4) +
Typeform (4)
Typeform (4) +
Asana (4)
Asana (4) S
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Create a Stripe customer for every new Service Provider Pro order, and create the contact in EspoCRM
Every new Service Provider Pro order instantly generates a customer in Stripe and a contact in EspoCRM without manual data entry.
S
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When an invoice is paid in Service Provider Pro, record the payment in Stripe and update the account in EspoCRM
Paid invoices in Service Provider Pro automatically update your Stripe records and reflect the payment status on your EspoCRM account.
S
S
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Use Claude to evaluate payment risk on new Service Provider Pro orders, update Stripe, and log the contact in EspoCRM
Claude reviews incoming order details to assess risk before updating Stripe and creating your EspoCRM contact record.
S
S
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When a subscription is cancelled in Service Provider Pro, update Stripe and update the account status in EspoCRM
Subscription cancellations in Service Provider Pro immediately update Stripe and notify your EspoCRM account records.
Supported triggers and actions for Service Provider Pro and EspoCRM
Mix and match to build the exact automation you need
Service Provider Pro Triggers & Actions
Instant
Order is created in Service Provider Pro
Triggers the automation when a new order is created
Try it → Instant
Order status is changed in Service Provider Pro
Triggers the automation when the order status changes
Try it → Instant
Tag is added to order in Service Provider Pro
Triggers the automation when a tag is added
Try it → Instant
Invoice is paid in Service Provider Pro
Triggers the automation when an invoice is marked as paid
Try it → Instant
Invoice is refunded in Service Provider Pro
Triggers the automation when an invoice is refunded
Try it → Instant
Account is created in Service Provider Pro
Triggers the automation when a new account is created
Try it → Instant
Form is submitted in Service Provider Pro
Triggers the automation when a form is filled
Try it → Instant
Subscription is cancelled in Service Provider Pro
Triggers the automation when a subscription is cancelled
Try it → Instant
Subscription is paid in Service Provider Pro
Triggers the automation when a subscription fee is successfully paid
Try it → Instant
Subscription is failed in Service Provider Pro
Triggers the automation when a subscription payment has failed
Try it → Instant
Message is posted in Service Provider Pro
Triggers the automation when a message is posted
Try it → Instant
Ticket is created in Service Provider Pro
Triggers the automation when a new ticket is created
Try it → EspoCRM Triggers & Actions
Instant
Target list is created in EspoCRM
Triggers the automation when a new target list is created
Try it → Instant
Contact is deleted in EspoCRM
Triggers the automation when a contact is removed from the particular list
Try it → Instant
Opportunity is created in EspoCRM
Triggers the automation when any opportunity is updated
Try it → Instant
Meeting is created in EspoCRM
Triggers the automation when a new meeting is scheduled
Try it → Instant
Opportunity is updated in EspoCRM
Triggers the automation when any opportunity is updated
Try it → Instant
Opportunity is deleted in EspoCRM
Triggers the automation when any opportunity is deleted
Try it → Instant
Meeting is updated in EspoCRM
Triggers the automation when the details of any meeting are updated
Try it → Instant
Lead is updated in EspoCRM
Triggers the automation when the lead information is updated
Try it → Instant
Lead is deleted in EspoCRM
Triggers the automation when a lead is removed from the system
Try it → Instant
Call record is updated in EspoCRM
Triggers the automation when call details are modified
Try it → Instant
Call is deleted in EspoCRM
Triggers the automation when a call is deleted from the log
Try it → What can you automate with EspoCRM + Service Provider Pro?
Connect your billing platform and CRM to eliminate manual copy-pasting across client orders, invoices, subscriptions, and support tickets.
🔄
Sync client orders to your CRM instantly
Every new Service Provider Pro order automatically creates a corresponding contact and account record in EspoCRM without requiring manual data entry.
📋
Capture every submitted client field
Map all custom form submission answers from Service Provider Pro into dedicated EspoCRM lead fields for better follow-up and tracking.
🔔
Alert your team the moment orders arrive
Trigger instant team notifications and task assignments in EspoCRM whenever a new order or support ticket is created in Service Provider Pro.
🔀
Route records based on order value
Create high-priority opportunities in EspoCRM when high-value Service Provider Pro orders come in, and standard opportunities for smaller accounts.
📈
Keep account details up to date
Automatically update EspoCRM account stages whenever order statuses change or subscription renewals are processed in Service Provider Pro.
🛡️
Prevent duplicate records across systems
Search existing database records before creating new entries so your EspoCRM database stays clean and free of duplicate client contacts.
💳
Automate billing and payment updates
Log invoice payments, refunds, and subscription cancellations from Service Provider Pro directly into your EspoCRM financial tracking fields.
🔌
Extend workflows to messaging apps
Connect Service Provider Pro and EspoCRM with Slack or Gmail to notify stakeholders and send client confirmation emails automatically.
And much more...
Who is EspoCRM + Service Provider Pro integration for?
Agency operators, account managers, and finance teams automate client billing records, contact management, and project tracking without manual data entry.
Agency directors
Account managers
Client success leads
Operations teams
Project coordinators
Sales executives
📊
Agency directors
You review agency performance reports to plan resource allocation, but your CRM contacts only update when someone manually exports orders, so the pipeline metrics you're evaluating against are always a few hours behind — this integration means every new Service Provider Pro order lands in EspoCRM instantly and your dashboards stay current.
⚡
Account managers
You need to kick off client onboarding the moment an agreement is signed, but you find out about new orders hours later when checking billing emails, delaying your response time — automating both apps means every Service Provider Pro order creates a contact in EspoCRM immediately so you can start onboarding without missing a beat.
🤝
Client success leads
Your agency clients frequently ask for status updates on their active orders, but your team wastes valuable time cross-referencing billing platforms with your CRM records — connecting these apps means every order status change in Service Provider Pro updates EspoCRM in real time so client records are always accurate.
📈
Operations teams
Your agency is processing dozens of new client orders and subscription renewals daily, making manual data entry between your billing platform and CRM prone to human error — with this integration, every Service Provider Pro transaction flows securely into EspoCRM without manual intervention.
📋
Project coordinators
You depend on the billing team to hand over new client account details before you can set up internal project tracking in your CRM, creating frustrating operational bottlenecks — automating both apps means account creation in Service Provider Pro instantly populates EspoCRM records for downstream teams.
🗂️
Sales executives
You rely on a complete client history to upsell agency services, but missing form submissions and invoice payments leave blind spots in your customer database — this integration means every form submission and payment in Service Provider Pro logs detailed records in EspoCRM.
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 Service Provider Pro + EspoCRM
Build and manage your Service Provider Pro + EspoCRM automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Service Provider Pro + EspoCRM with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
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
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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Service Provider Pro + EspoCRM Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect EspoCRM to Service Provider Pro?
You can connect EspoCRM to Service Provider Pro in 1 click using ready templates on Integrately, or use Integrately AI to build custom workflows. You can also connect supporting apps like Slack, HubSpot, and Gmail.
Can I automatically create EspoCRM contacts when a Service Provider Pro order is created?
Can I connect EspoCRM, Service Provider Pro, and Slack?
What is a good Zapier alternative for EspoCRM and Service Provider Pro?
How does EspoCRM handle contact and account creation from Service Provider Pro?
How do Service Provider Pro trigger events update EspoCRM records?
Do I need coding skills to automate EspoCRM and Service Provider Pro?
Is the EspoCRM and Service Provider Pro integration free?
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No worries — just send us a message and we’ll get back to you as soon as possible.
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