

Evidence + Simpro Integration
Integrate Evidence to Simpro in one click, or tell Integrately AI how you want each job handled. Create notifications, update records, alert your team, and trigger follow-ups automatically.
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Ready Workflows ย for Evidence + Simpro Integration
Create evidence notifications for new Simpro jobs, log client actions, keep records updated, alert your team, and track updates, all in just one click.
Sorry, we donโt have a ready workflow for this combination yet.
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 Evidence + Simpro flow
Teams often want to sync financial records, notify team chat channels, and manage customer communications after a notification is sent. Pick a combination and activate it in one click.


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Simpro (4)
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Evidence (4)
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Xero (4)
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QuickBooks Online (4)
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HubSpot (4)
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Mailchimp (4)
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When a new job is created in Simpro, create an evidence notification in Evidence and notify your team on Slack.
New Simpro jobs instantly trigger evidence notifications while keeping your team informed on Slack.
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When an invoice is created in Simpro, create an evidence notification in Evidence and log the details in Google Sheets.
Invoice creation in Simpro automatically logs a row in Google Sheets and triggers an Evidence notification.
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When a contact is created in Simpro, create an evidence notification in Evidence and send a welcome email via Gmail.
New Simpro contacts trigger immediate Evidence notifications and personalized welcome emails.
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When a quote is created in Simpro, create an evidence notification in Evidence and create a task in Asana.
Simpro quotes automatically generate Evidence notifications and track follow-up tasks in Asana.
Supported triggers and actions for Evidence and Simpro
Mix and match to build the exact automation you need

Evidence Triggers & Actions
Create evidence notification in Evidence
Creates a notification for newly generated evidence
Try it โ 
Simpro Triggers & Actions
Instant
Recurring invoice is updated in Simpro
Triggers the automation when a existing recurring invoice is updated.
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Recurring invoice is created in Simpro
Triggers the automation when a new recurring invoice is created
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Invoice is updated in Simpro
Triggers the automation when existing invoice is updated.
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Invoice is created in Simpro
Triggers the automation when a new invoice is created
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Contact is created in Simpro
Triggers the automation when a new contact is created.
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Company customer created in Simpro
Triggers the automation when a new customer is created within the company's database
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Company customer updated in Simpro
Triggers the automation when a company's customer information is updated
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Individual customer created in Simpro
Triggers the automation when a new individual customer is added
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Individual customer updated in Simpro
Triggers the automation when a customer's information is updated
Try it โ What can you automate with Evidence + Simpro?
Streamline your field service management, customer notifications, and data workflows effortlessly.
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Create evidence notifications from Simpro jobs automatically
Trigger visual social proof notifications in Evidence whenever new jobs or invoices are created in Simpro, building instant trust and credibility with site visitors.
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Capture every submitted customer and job detail
Map specific Simpro customer names, job types, and invoice amounts directly into Evidence notifications instead of generic placeholder text.
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Alert your team instantly when new work arrives
Send immediate notifications to your internal messaging channels the moment a new Simpro job or customer is created.
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Route actions based on job types or customer tiers
Create high-priority evidence notifications for enterprise Simpro clients while logging standard requests through normal channels.
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Keep records updated as jobs and invoices change
Automatically update existing Simpro records whenever invoice statuses or recurring billing details are modified.
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Search and update existing customer records
Check whether individual or company customers already exist in Simpro before creating duplicates during new orders.
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Handle later stage changes like paid or completed
Trigger follow-up actions and notifications when Simpro invoices are updated or recurring invoices are completed.
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Extend your workflow to external team tools
Connect your Evidence and Simpro automation to HubSpot or Slack to log customer interactions and notify support staff instantly.
And much more...
Who is Evidence + Simpro integration for?
Operations managers, field service teams, and business owners streamline customer updates and job management without manual data entry.
Operations managers
Field service supervisors
Account managers
Sales directors
Dispatch coordinators
Finance managers
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Operations managers
You're reviewing Simpro job reports and customer data manually, but your team only exports updates once a day, so the metrics you're optimising against are always outdated โ this integration means every new job and notification updates instantly and your tracking stays current.
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Field service supervisors
You need to dispatch teams as soon as Simpro jobs are created, but incoming requests sit unnoticed until someone checks the dashboard, so response times lag โ automating both apps means every job triggers immediate notifications and your crew moves without delay.
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Account managers
You answer to clients wanting real-time updates on Simpro project milestones, but compiling status reports by hand takes hours, so clients feel uninformed โ connecting these apps means every invoice and job status change syncs automatically and clients stay fully in the loop.
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Sales directors
You manage high volumes of Simpro customer sign-ups and quotes, but manual entry leads to missed follow-ups and lost revenue, so growth stalls โ automating both apps means every new customer record is processed instantly and no lead slips through the cracks.
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Dispatch coordinators
You depend on upstream Simpro job creation to schedule field visits, but communication delays leave technicians waiting, so daily schedules get disrupted โ this integration means every job handoff happens seamlessly and your team starts work on time.
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Finance managers
You require accurate audit trails of Simpro invoices and recurring payments, but manual bookkeeping leaves recurring gaps in financial records, so reconciliation takes days โ automating both apps means every transaction logs instantly and your financial history remains complete.

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 Evidence + Simpro
Build and manage your Evidence + Simpro automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Evidence + Simpro 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 โ 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?
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Select Automation
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Connect Accounts
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Automation is ready
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Frequently Asked Questions
How do I connect Evidence to Simpro?
You can connect Evidence and Simpro in one click using 1-click automations on Integrately or ask Integrately AI to build the integration for you. Choose a ready template to get started instantly.
Can I trigger Evidence notifications whenever a new Simpro job is created?
Can I connect Evidence, Simpro, and HubSpot?
What is a good Zapier alternative for Evidence and Simpro?
How are Simpro customer records updated during automation?
Can I sync Simpro recurring invoices automatically?
Do I need coding skills to automate Evidence and Simpro?
Is the Evidence and Simpro integration free?
Didn't find the answer you were looking for?
No worries โ just send us a message and weโll get back to you as soon as possible.
Want to automate something else in your workflow?
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