InfluencerSoft + Simpro Integration

Q: Can I automatically create a Simpro job when an InfluencerSoft order is paid?

Yes, paid InfluencerSoft orders can automatically trigger a new Simpro service job. You can activate this workflow in 1-click or customize it further with Integrately AI.

Q: Can I connect InfluencerSoft, Simpro, and QuickBooks Online?

Yes, you can easily build 3-app workflows combining InfluencerSoft, Simpro, and QuickBooks Online to sync invoices and customer data alongside 1,500+ other apps.

Q: What is a good Zapier alternative for InfluencerSoft and Simpro?

Most alternatives lack the speed and simplicity of Integrately, which offers 20 million+ templates, 24/5 live chat support, and 3x to 10x lower cost for connecting InfluencerSoft and Simpro.

Q: How does InfluencerSoft handle customer subscription updates in this integration?

When subscription statuses change in InfluencerSoft, the automation can update corresponding contact records and lead groups in Simpro automatically.

Q: Can Simpro recurring invoices trigger updates in InfluencerSoft?

Yes, updates to recurring invoices or job statuses in Simpro can trigger automated record updates and customer notifications across your connected platforms.

Q: Do I need coding skills to set up InfluencerSoft and Simpro automations?

No coding skills are required to connect InfluencerSoft and Simpro; you can use ready templates or describe your workflow in plain English for Integrately AI to build.

Q: Is the InfluencerSoft and Simpro integration free?

You can connect InfluencerSoft to Simpro using the free forever plan available on Integrately, with premium features and expanded capacity on paid tiers.

Integrate InfluencerSoft to Simpro in one click, or tell Integrately AI how you want each order handled. Create jobs, sync customer details, notify your team, and update your records automatically.

Integrate For Free

Free forever.

Use premium features free for 14 days.

Customer is subscribed in InfluencerSoft Instant
Customer is unsubscribed in InfluencerSoft Instant
Order is created in InfluencerSoft Instant
Order is paid in InfluencerSoft Instant
Order is cancelled in InfluencerSoft Instant
Order is prepaid in InfluencerSoft Instant
Product is created in InfluencerSoft
Moneyback is requested in InfluencerSoft Instant
Recurring invoice is updated in Simpro Instant
Recurring invoice is created in Simpro Instant
Invoice is updated in Simpro Instant
Invoice is created in Simpro Instant
Contact is created in Simpro Instant
Job is created in Simpro Instant
Company customer created in Simpro Instant
Job is updated in Simpro Instant
Company customer updated in Simpro Instant
Site is created in Simpro Instant
Site is updated in Simpro Instant
Individual customer created in Simpro Instant
Individual customer updated in Simpro Instant
Quote is created in Simpro Instant
Quote is updated in Simpro Instant

Add Lead To Group in InfluencerSoft
Unsubscribe Contact in InfluencerSoft
Update Subscriber in InfluencerSoft
Update lead in Simpro
Update contact in Simpro
Create lead in Simpro
Get contact by ID in Simpro
Create individual customer in Simpro
Search individual customer in Simpro
Search company customer in Simpro
Create contact in Simpro
Create company customer in Simpro
Create service job in Simpro
Search job in Simpro
Create site in Simpro
Search contact in Simpro
Search site in Simpro
Create service quote in Simpro
Search quote in Simpro
Create activity schedule block in Simpro

Trusted by experts at...

Ready Workflows for InfluencerSoft + Simpro Integration

Create service jobs from paid orders, sync new customers, update invoices, alert your team, and trigger follow-ups, all in just one click.

Create InfluencerSoft customer for new simPRO individual customer

If you're using simPRO to manage your sales leads, it's important to also use InfluencerSoft to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new individual customer is created in simPRO, a corresponding customer will automatically be created in InfluencerSoft.

This will keep all of your lead data in one place, making it easier to send out marketing emails.

Activate

Update InfluencerSoft customer from new simPRO individual customer

Simpro + InfluencerSoft Integration

Activate

Create simPRO individual customer for new InfluencerSoft customer

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new simPRO individual customer and InfluencerSoft customer can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.

Activate

Create simPRO individual customer from new InfluencerSoft order

As an online store owner, you're likely using InfluencerSoft 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' individual customer information.

But did you know that you can easily integrate InfluencerSoft with simPRO? This integration will allow you to automatically create a individual customer for each new order in simPRO.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.

Activate

When Customer is subscribed in InfluencerSoft > Search individual customer in simPRO > Check any condition > Create individual customer in simPRO

InfluencerSoft + Simpro Integration

Activate

When Individual customer created in simPRO > Check condition > Add Lead To Group in InfluencerSoft

Simpro + InfluencerSoft Integration

Activate

1of1

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

Connect more apps to your InfluencerSoft + Simpro flow

Sync orders to finance tools, alert teams on messaging apps, and schedule field visits instantly. Pick a combination and activate it in one click.

QuickBooks Online (4)

Stripe (4)

Gmail (4)

Slack (4)

Google Calendar (4)

Twilio (4)

Create a Simpro service job for every paid InfluencerSoft order, and log the invoice in QuickBooks Online.

Paid InfluencerSoft orders instantly trigger a new Simpro service job and a QuickBooks Online invoice, saving your team from manual data entry.

When an InfluencerSoft order is created, create a Simpro contact and add a customer in QuickBooks Online.

New InfluencerSoft orders automatically generate a Simpro contact and add a customer entry in QuickBooks Online so billing is ready.

When a Simpro job is updated, update the QuickBooks Online invoice and add a lead group in InfluencerSoft.

Job updates in Simpro adjust QuickBooks Online invoices and update InfluencerSoft groups automatically.

When an InfluencerSoft subscription is cancelled, update the Simpro contact and create an estimate in QuickBooks Online.

Cancelled subscriptions in InfluencerSoft update Simpro contacts and record credit adjustments in QuickBooks Online.

When an InfluencerSoft order is paid, create a Simpro service job and log the customer in Stripe.

Paid orders in InfluencerSoft trigger a Simpro service job and register a customer record in Stripe instantly.

When a Simpro job is created, check Stripe for customer payment status and update subscriber in InfluencerSoft.

New Simpro jobs verify Stripe payment details and update subscriber records in InfluencerSoft.

When an InfluencerSoft moneyback is requested, update the Simpro job and issue a refund in Stripe.

Refund requests in InfluencerSoft automatically update Simpro jobs and process refunds in Stripe.

When an InfluencerSoft order is prepaid, create a Simpro service job and log a charge in Stripe.

Prepaid InfluencerSoft orders generate Simpro service jobs and record charges in Stripe automatically.

When an InfluencerSoft order is paid, create a Simpro service job and send a confirmation email via Gmail.

Paid InfluencerSoft orders instantly create Simpro service jobs and send confirmation emails through Gmail.

When a Simpro job is created, update the contact and send a briefing email via Gmail.

New Simpro jobs update contact records and send briefing emails to technicians via Gmail.

When an InfluencerSoft order is cancelled, update the Simpro job and send a notification email via Gmail.

Cancelled InfluencerSoft orders update Simpro job statuses and notify managers via Gmail.

When an InfluencerSoft product is created, create a Simpro service quote and send an announcement email via Gmail.

New products in InfluencerSoft generate Simpro quotes and broadcast announcement emails through Gmail.

When an InfluencerSoft order is paid, create a Simpro service job and notify your team on Slack.

Paid InfluencerSoft orders trigger Simpro service jobs and send instant team alerts in Slack.

When a Simpro job is updated, update the contact and post a progress update in Slack.

Job updates in Simpro modify contact records and post real-time status alerts in Slack.

When an InfluencerSoft moneyback is requested, update the Simpro job and alert finance on Slack.

Moneyback requests in InfluencerSoft update Simpro jobs and notify the finance channel on Slack.

When an InfluencerSoft customer is subscribed, add lead to group in InfluencerSoft and create a Simpro lead, alerting Slack.

New subscribers in InfluencerSoft update groups, create Simpro leads, and notify your sales team on Slack.

When an InfluencerSoft order is paid, create a Simpro service job and schedule a calendar event in Google Calendar.

Paid InfluencerSoft orders create Simpro service jobs and schedule corresponding events in Google Calendar.

When a Simpro job is created, update the contact and create a scheduling block in Google Calendar.

New Simpro jobs update contact records and add time blocks in Google Calendar for field technicians.

When an InfluencerSoft order is cancelled, update the Simpro job and remove the event in Google Calendar.

Cancelled InfluencerSoft orders update Simpro jobs and clear corresponding calendar events in Google Calendar.

When a Simpro quote is created, update the contact and schedule a follow-up in Google Calendar.

New Simpro quotes update contact records and schedule follow-up reminders in Google Calendar.

When an InfluencerSoft order is paid, create a Simpro service job and send an SMS alert via Twilio.

Paid InfluencerSoft orders trigger Simpro service jobs and send instant SMS notifications via Twilio.

When a Simpro job is updated, update the contact and send an SMS update via Twilio.

Job updates in Simpro modify contact records and send automated SMS text updates via Twilio.

When an InfluencerSoft moneyback is requested, update the Simpro job and send an SMS alert via Twilio.

Moneyback requests in InfluencerSoft update Simpro jobs and notify managers via Twilio SMS.

When a Simpro quote is created, update the contact and send an SMS reminder via Twilio.

New Simpro quotes update contact records and send automated SMS reminders via Twilio.

Supported triggers and actions for InfluencerSoft and Simpro

Mix and match to build the exact automation you need

InfluencerSoft Triggers & Actions

Instant

Customer is subscribed in InfluencerSoft

Triggers the automation when a customer is subscribed

InfluencerSoft + Simpro Integration

Integrate InfluencerSoft to Simpro in one click, or tell Integrately AI how you want each order handled. Create jobs, sync customer details, notify your team, and update your records automatically.

Trusted by experts at...

Ready Workflows for InfluencerSoft + Simpro Integration

Create service jobs from paid orders, sync new customers, update invoices, alert your team, and trigger follow-ups, all in just one click.

Create InfluencerSoft customer for new simPRO individual customer

Update InfluencerSoft customer from new simPRO individual customer

Create simPRO individual customer for new InfluencerSoft customer

Create simPRO individual customer from new InfluencerSoft order

When Customer is subscribed in InfluencerSoft > Search individual customer in simPRO > Check any condition > Create individual customer in simPRO

When Individual customer created in simPRO > Check condition > Add Lead To Group in InfluencerSoft

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

Connect more apps to your InfluencerSoft + Simpro flow

Sync orders to finance tools, alert teams on messaging apps, and schedule field visits instantly. Pick a combination and activate it in one click.

Supported triggers and actions for InfluencerSoft and Simpro

Mix and match to build the exact automation you need

What can you automate with InfluencerSoft + Simpro?

Streamline digital product sales, manage field service jobs, keep customer records synchronized, and automate operational workflows effortlessly.

Who is InfluencerSoft + Simpro integration for?

Business owners, field managers, and customer support teams using InfluencerSoft and Simpro can automate data handoffs and eliminate manual tracking errors entirely.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate InfluencerSoft + Simpro

Build and manage your InfluencerSoft + Simpro automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect InfluencerSoft or Simpro With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click