Guru + Simpro Integration

Integrate Guru to Simpro in one click, or tell Integrately AI how you want each service job handled. Capture knowledge cards, create service jobs, update customer records, and alert your team automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Guru
    Card is Created in Guru Instant
  • Guru
    Card is Updated in Guru Instant
  • Guru
    Card is Archived in Guru Instant
  • Guru
    Card is Unfavorited in Guru Instant
  • Guru
    Card is Viewed in Guru Instant
  • Guru
    Card is Verified in Guru Instant
  • Guru
    Card Comment is Created in Guru Instant
  • Guru
    Card Content is Copied in Guru Instant
  • Guru
    Card is Favorited in Guru Instant
  • Guru
    Collection is Created in Guru Instant
  • Guru
    User Added to Group in Guru Instant
  • Guru
    Group is Created in Guru Instant
  • Guru
    Board is Created in Guru Instant
  • Guru
    Tag is Created in Guru Instant
  • Guru
    Card Link is Copied in Guru Instant
  • 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.
  • Guru
    Create Card in Guru
  • Guru
    Search Card in Guru
  • Guru
    Archive Card in Guru
  • Guru
    Create PDF From Guru Card ID in Guru
  • Guru
    Create Group in Guru
  • 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 Guru + Simpro Integration

Capture knowledge cards, create service jobs, update customer records, alert your team, and send follow-ups, all in just one click.

  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Guru + Simpro flow

Send service details to accounting, email clients, update storage, and notify your team the moment jobs update. Pick a combination and activate it in one click.

Guru
Simpro
+
QuickBooks OnlineQuickBooks Online (4)
+
GmailGmail (4)
+
Google DriveGoogle Drive (4)
+
StripeStripe (4)
+
SlackSlack (4)
+
TwilioTwilio (4)
G
S
Q
Create a Simpro service job from every new Guru card, and generate an invoice in QuickBooks Online
New Guru cards instantly generate Simpro service jobs and QuickBooks Online invoices without manual data entry.
S
G
Q
When a Simpro quote is created, add a reference card in Guru and set up the customer in QuickBooks Online
Every new Simpro quote automatically creates a Guru reference card and sets up the customer profile in QuickBooks Online.
S
G
Q
When a Simpro invoice is updated, archive the matching Guru card and update the invoice in QuickBooks Online
Updated Simpro invoices automatically archive related Guru cards and refresh your financial records in QuickBooks Online.
G
S
Q
Use Claude to review new Guru cards for project urgency, create a Simpro service job, and invoice via QuickBooks Online
Claude evaluates new Guru cards to trigger priority Simpro jobs and generate corresponding QuickBooks Online invoices.

Supported triggers and actions for Guru and Simpro

Mix and match to build the exact automation you need

Guru
Guru Triggers & Actions
Instant
Card is Created in Guru
Triggers the automation when a card is archived
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Instant
Card is Updated in Guru
Triggers the automation when a card is updated
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Instant
Card is Archived in Guru
Triggers the automation when a card is archived
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Instant
Card is Unfavorited in Guru
Triggers the automation when a card is removed from favorites
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Instant
Card is Viewed in Guru
Triggers the automation when a card is viewed by anyone
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Instant
Card is Verified in Guru
Triggers the automation when a card is verified
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Instant
Card Comment is Created in Guru
Triggers the automation when a new comment is added to a card
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Instant
Card Content is Copied in Guru
Triggers the automation when a card is duplicated
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Instant
Card is Favorited in Guru
Triggers the automation when a card is marked as favorite
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Instant
Collection is Created in Guru
Triggers the automation when a new event or workout session is scheduled
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Instant
User Added to Group in Guru
Triggers the automation when a user is added to a group
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Instant
Group is Created in Guru
Triggers the automation when a new group is created
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Instant
Board is Created in Guru
Triggers the automation when a new board is created
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Instant
Tag is Created in Guru
Triggers the automation when a tag is added
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Instant
Card Link is Copied in Guru
Triggers the automation when the link of a card is copied
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Create Card in Guru
Generates a new card for a task
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Search Card in Guru
Searches for a card
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Archive Card in Guru
Move card to an archive section for future reference
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Create PDF From Guru Card ID in Guru
Generates a pdf document from input data
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Create Group in Guru
Creates a new group based on particular criteria
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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.
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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 Guru + Simpro?

Streamline your knowledge management and field service workflows with reliable, ready-made automation rules.

What you can automate?
⚙️
Sync Guru cards to Simpro service jobs
Automatically generate a Simpro service job the moment a new card is created in Guru. Eliminate double-entry and accelerate your dispatch pipeline.
📋
Capture every submitted card field
Map all available Guru card attributes into separate Simpro job fields instead of just basic text. Your work orders become comprehensive records for field crews.
🔔
Alert your team instantly on new jobs
Notify dispatchers and support staff the second a service order is generated. Keep everyone informed and reduce response times across departments.
🔀
Route jobs based on submitted criteria
Trigger different Simpro actions depending on the category or urgency selected in your Guru knowledge card. Direct high-priority requests straight to senior technicians.
🔄
Keep records updated as details change
Automatically update matching Simpro records whenever a Guru card is modified. Prevent outdated information from reaching your field staff.
🔍
Search and update instead of creating duplicates
Search existing customer and job records before creating new entries in Simpro. Maintain a clean database without redundant customer profiles.
💳
Handle later status changes and billing updates
Archive relevant Guru cards or trigger accounting workflows when Simpro invoices and quotes are updated. Keep your entire lifecycle aligned from start to finish.
💬
Extend your workflow to Slack
Connect your Guru and Simpro core flow to Slack to broadcast real-time dispatch announcements. Keep your entire team aligned without switching tabs.
And much more...

Who is Guru + Simpro integration for?

Field service operations, dispatch managers, and support teams eliminate manual data entry and keep knowledge bases and job records perfectly synchronised.

Operations Managers
Operations Managers
Dispatch Coordinators
Dispatch Coordinators
Account Managers
Account Managers
Support Teams
Support Teams
Field Technicians
Field Technicians
Finance Specialists
Finance Specialists
📈
Operations Managers
You're reviewing field metrics across multiple dashboards but your Simpro job reports only update when someone manually exports records, so the completion counts you're tracking are always hours behind — with this integration, every new card creates a Simpro job instantly and your operations data stays current.
Dispatch Coordinators
You need to dispatch field technicians the moment new knowledge requests arrive, but manual data transfers leave tickets sitting in queues too long — automating both apps means every Guru card generates a Simpro service job immediately and technicians get dispatched without delay.
🤝
Account Managers
You answer to clients who want immediate status updates on active service quotes, but finding the latest information across separate systems takes valuable time — connecting these apps means quote revisions in Simpro automatically sync with your Guru workspace so you always have accurate answers.
🔄
Support Teams
The volume of incoming service inquiries is too high for anyone to keep up by hand, leading to missed follow-ups and unlogged tickets — this integration means every customer request captured in Guru flows directly into Simpro as a tracked task without manual intervention.
📋
Field Technicians
You depend on office staff to hand over job details and client background notes before heading out, but critical information often gets left behind in unstructured notes — automating both apps means complete knowledge cards and Simpro work orders arrive together every time.
🗂️
Finance Specialists
You need a reliable history of billable service work and keep finding gaps between knowledge base notes and invoiced records — connecting these apps means every job status change updates your records cleanly and eliminates discrepancies across platforms.
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 Guru + Simpro

Build and manage your Guru + 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 Guru + 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
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Guru to Simpro?
Frequently Asked Questions
You can connect Guru to Simpro in 1-click using ready-made templates on Integrately, or use Integrately AI to build your exact workflow. You can also connect other tools like Slack, QuickBooks Online, and Gmail to extend your automation.
Can I automatically create Simpro service jobs from new Guru cards?
Frequently Asked Questions
Can I connect Guru, Simpro, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Guru and Simpro?
Frequently Asked Questions
How are Guru cards handled in the integration?
Frequently Asked Questions
How does Simpro data trigger downstream actions?
Frequently Asked Questions
Do I need coding skills to automate Guru and Simpro?
Frequently Asked Questions
Is the Guru 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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You Can Also Connect Guru or Simpro With 1500+ Other Apps

Guru
Popular Guru Integrations
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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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