Google Drive + Simpro Integration

Integrate Google Drive to Simpro in one click, or tell Integrately AI how you want each invoice handled. Save files, update customer folders, share documents with teams, and trigger follow-ups automatically.

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1.
  • Google Drive
    Comment is created in Google Drive
  • Google Drive
    File is created in Google Drive
  • Google Drive
    File is updated in Google Drive
  • Google Drive
    File is created in folder in Google Drive
  • Google Drive
    File is updated in folder in Google Drive
  • Google Drive
    Folder is created in Google Drive
  • 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
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2.

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Ready Workflows Ready Workflows for Google Drive + Simpro Integration

Upload invoices, organise folders, share documents, alert your team, and update records, all in just one click.

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Connect more apps to your Google Drive + Simpro flow

Connect your storage and field management tools to accounting, messaging, and project management apps to keep your entire team aligned. Pick a combination and activate it in one click.

Google Drive
Simpro
+
QuickBooks OnlineQuickBooks Online (3)
+
GmailGmail (3)
+
SlackSlack (3)
+
StripeStripe (3)
+
TrelloTrello (3)
+
Google CalendarGoogle Calendar (3)
S
Q
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When a Simpro invoice is created, create a sales receipt in QuickBooks Online and upload the invoice file to Google Drive
New Simpro invoices automatically generate QuickBooks Online sales receipts and save their files in Google Drive so your financial records and cloud storage stay completely synchronized.
S
Q
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When a Simpro quote is created, create an estimate in QuickBooks Online and save the record in Google Drive
Simpro quotes instantly trigger QuickBooks Online estimates and save backup files in Google Drive so your sales and finance teams share identical records.
S
Q
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When a Simpro customer is created, create a customer in QuickBooks Online and set up a client folder in Google Drive
New Simpro company customers automatically populate QuickBooks Online and create a dedicated client folder in Google Drive for seamless document organisation.

Supported triggers and actions for Google Drive and Simpro

Mix and match to build the exact automation you need

Google Drive
Google Drive Triggers & Actions
Comment is created in Google Drive
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File is created in Google Drive
Triggers the automation when a particular action in the workflow fails
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File is updated in Google Drive
Triggers the automation when a particular action in the workflow fails
Try it →
File is created in folder in Google Drive
Triggers the automation when a particular action in the workflow fails
Try it →
File is updated in folder in Google Drive
Triggers the automation when a particular action in the workflow fails
Try it →
Folder is created in Google Drive
Triggers the automation when a new folder is created
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Create comment in Google Drive
Add comment
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Search multiple files in Google Drive
Searches for multiple files stored in Google Drive
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Create folder in Google Drive
Creates a new folder in the designated location
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Upload file in Google Drive
Uploads a file to the particular location
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Move file in Google Drive
Move a particular file to a new location
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Share file in Google Drive
Shares a file
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Share folder in Google Drive
Shares a folder
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Copy file in Google Drive
Duplicate a file to another destination
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Search file in Google Drive
Searches for a file
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Create file from text in Google Drive
Generates a file from provided text content
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Search folder in Google Drive
Searches for a folder
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Replace file in Google Drive
Replaces an existing file with a new version
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Delete file in Google Drive
Deletes a file in Google Drive.
Try it →
Simpro
Simpro Triggers & Actions
Instant
Recurring invoice is updated in Simpro
Triggers the automation when a existing recurring invoice is updated.
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Instant
Recurring invoice is created in Simpro
Triggers the automation when a new recurring invoice is created
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Instant
Invoice is updated in Simpro
Triggers the automation when existing invoice is updated.
Try it →
Instant
Invoice is created in Simpro
Triggers the automation when a new invoice is created
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Instant
Contact is created in Simpro
Triggers the automation when a new contact is created.
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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
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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
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Update contact in Simpro
Updates specified contact to the database
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Create lead in Simpro
Adds a new lead to the database
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Get contact by ID in Simpro
Retrieve contact information by unique identifier
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Create individual customer in Simpro
Creates a new individual customer record
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Search individual customer in Simpro
Searches for an individual customer
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Search company customer in Simpro
Searches for a company customer
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Create contact in Simpro
Adds a new contact to the database
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Create company customer in Simpro
Creates a new company customer record
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Create service job in Simpro
Generates a new service job
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Search job in Simpro
Searches for a job
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Create site in Simpro
Generates a new site entry
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Search contact in Simpro
Finds and retrieves contact information
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Search site in Simpro
Searches for a site
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Create service quote in Simpro
Generates a new service quote
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Search quote in Simpro
Searches for a quote
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Create activity schedule block in Simpro
Creates a new activity schedule block
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What can you automate with Google Drive + Simpro?

Streamline your documentation and job management workflows by connecting cloud storage directly to field service operations.

What you can automate?
📁
Archive every new Simpro invoice in Google Drive
Automatically upload billing documents and statements to dedicated cloud storage folders the moment an invoice is created in Simpro.
📋
Capture every submitted field and document
Map complete customer details, site descriptions, and quote specifications into your cloud storage instead of basic name records.
🔔
Notify your team as soon as jobs arrive
Trigger instant channel messages and email alerts whenever a new service job or customer is registered in your management system.
🔀
Route records based on submitted service criteria
Send high-priority jobs to specialised folders and notify designated team leads based on customer tier or region.
🔄
Keep project folders up to date as jobs change
Automatically replace or update existing project files in cloud storage whenever job specifications or quotes are modified.
🔍
Search and update existing client records
Look up existing folders and update customer documentation without creating duplicate entries across your storage system.
💳
Handle later status changes and recurring billing
Manage subscription updates, recurring invoices, and completed job milestones with automated cloud archiving.
💬
Extend workflows to team communication channels
Connect your core pair with Slack or Gmail to notify staff members the instant new documents are saved.
And much more...

Who is Google Drive + Simpro integration for?

Operations teams, finance managers, and field coordinators eliminate manual file transfers and keep project documents synchronised across cloud storage and job management software.

Operations Managers
Operations Managers
Field Coordinators
Field Coordinators
Account Managers
Account Managers
Billing Specialists
Billing Specialists
Service Dispatchers
Service Dispatchers
Compliance Officers
Compliance Officers
📈
Operations Managers
You're reviewing job metrics across multiple platforms but your storage folders only update when someone manually exports reports, so the operational counts you're tracking against are always a few hours behind — with this integration, every new job record lands in your cloud storage instantly and your data stays current.
Field Coordinators
You need to dispatch field technicians immediately upon job creation, but you find out too late because project documents take hours to reach shared folders — connecting these apps means every new job instantly triggers folder creation and team notifications so dispatch happens without delay.
🤝
Account Managers
You answer to clients who want to see daily progress reports, but compiling invoices and site documents by hand leaves gaps in your client portal — automating both apps means every billing event and project update populates your storage repositories automatically.
📊
Billing Specialists
The volume of daily invoices is too high for anyone to keep up by hand, leading to misplaced billing files and delayed payment follow-ups — integrating these apps means every new invoice document is archived and sorted in your cloud storage without manual data entry.
🔧
Service Dispatchers
You own the scheduling step and depend on sales reps to hand over customer details, but manual file handoffs cause scheduling bottlenecks — automating both apps means customer data and site documents arrive in your workspace the moment a quote or job is created.
🗂️
Compliance Officers
You need a reliable audit history for every client interaction, but keep finding gaps where project files were never saved to central folders — this integration means every contract, invoice, and job record is captured and organized in your cloud storage from day one.
Our team

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Why choose Integrately to automate Google Drive + Simpro

Build and manage your Google Drive + 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 Google Drive + 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 — 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
Setup an action from Trello
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Frequently Asked Questions

How do I connect Google Drive to Simpro?
Frequently Asked Questions
You can connect Google Drive to Simpro in one click using ready-made automation templates on Integrately, or use Integrately AI to build custom workflows linking your storage with QuickBooks Online, Gmail, Slack, and 1,500+ other apps.
Can I automatically save Simpro invoices into Google Drive folders?
Frequently Asked Questions
Can I connect Google Drive, Simpro, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Google Drive and Simpro?
Frequently Asked Questions
How are files organized in Google Drive when a Simpro job is created?
Frequently Asked Questions
Can I trigger actions from Simpro customer updates?
Frequently Asked Questions
Do I need coding skills to automate Google Drive and Simpro?
Frequently Asked Questions
Is the Google Drive and Simpro integration free?
Frequently Asked Questions
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You Can Also Connect Google Drive or Simpro With 1500+ Other Apps

Google Drive
Popular Google Drive Integrations
Connect Google Drive with document tools, cloud storage, and productivity apps to keep your files organized across platforms.
Simpro
Popular Simpro Integrations
Sync Simpro with CRM, billing, and project management tools to streamline field service operations and customer management.
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Simpro Integrations arrow right
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