Missive + Simpro Integration

Integrate Missive to Simpro in one click, or tell Integrately AI how you want each message handled. Capture incoming details, 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.
  • Missive
    Comment is created in Missive Instant
  • Missive
    Contact is created in Missive
  • Missive
    Message is received in Missive 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.
  • Missive
    Create post in Missive
  • Missive
    Create contact in Missive
  • Missive
    Update contact in Missive
  • Missive
    Search contact in Missive
  • Missive
    Create draft in Missive
  • 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

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for Missive + Simpro Integration

Capture customer messages, create service jobs, update records, alert your team, and track quotes, all in just one click.

Most popular automationsmost-popular-automations
Simpro + Missive Integration

Create Missive contact for new simPRO individual customer

If you're using simPRO to manage your sales leads, it's important to also use Missive 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 contact will automatically be created in Missive.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
See more
Missive + Simpro Integration

Create simPRO individual customer for new Missive contact

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 Missive contact 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.
See more
  • 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 Missive + Simpro flow

Sync your team communications and field operations with accounting, billing, scheduling, and storage tools to keep work moving. Pick a combination and activate it in one click.

Missive
Simpro
+
XeroXero (8)
+
StripeStripe (8)
+
Google CalendarGoogle Calendar (8)
+
QuickBooks OnlineQuickBooks Online (8)
+
SlackSlack (8)
+
Google DriveGoogle Drive (8)
S
X
M
When a service job is created in Simpro, create an invoice in Xero, and post the details in Missive.
New Simpro service jobs instantly generate corresponding invoices in Xero while posting a summary in Missive, so your billing and communication stay aligned.
S
X
M
Create a Xero contact when a customer is created in Simpro, and notify your team in Missive.
Every new Simpro customer automatically populates in Xero and triggers a notification post in Missive, eliminating duplicate data entry.
S
X
M
When a Simpro quote is created, create a draft invoice in Xero and log a draft in Missive.
New quotes in Simpro generate draft invoices in Xero and draft records in Missive for easy financial forecasting and team review.
S
X
M
Create a Xero invoice when an invoice is created in Simpro, and update the contact in Missive.
Simpro invoices flow directly into Xero while updating the related contact details in Missive for complete visibility.
S
X
M
If a Simpro job is created for a preferred client, create a priority invoice in Xero and post in Missive.
VIP Simpro jobs automatically generate priority Xero invoices and specialized team posts in Missive for immediate attention.
S
X
M
When a recurring invoice is updated in Simpro, update the Xero record and notify Missive.
Simpro recurring invoice updates automatically sync to Xero and trigger an informative post in Missive.
S
X
M
Use Claude to review Simpro quote billing terms, create a Xero invoice, and post in Missive.
Claude reviews incoming Simpro quotes, creates the appropriate Xero invoice, and shares a summary post in Missive.
S
X
S
M
When a Simpro invoice is created, generate a Xero invoice, create a Stripe payment link, and post in Missive.
Simpro invoice creation triggers a Xero invoice, a Stripe payment link, and an announcement post in Missive.

Supported triggers and actions for Missive and Simpro

Mix and match to build the exact automation you need

Missive
Missive Triggers & Actions
Instant
Comment is created in Missive
Triggers the automation when a new comment is created
Try it →
Contact is created in Missive
Triggers the automation when a new contact is created
Try it →
Instant
Message is received in Missive
Triggers the automation when a new message is received
Try it →
Create post in Missive
Creates and publish a new post
Try it →
Create contact in Missive
Adds a new contact to the database
Try it →
Update contact in Missive
Updates contact information with new details
Try it →
Search contact in Missive
Finds and retrieves contact information
Try it →
Create draft in Missive
Adds a new contact to the contact list
Try it →
Simpro
Simpro Triggers & Actions
Instant
Recurring invoice is updated in Simpro
Triggers the automation when a existing recurring invoice is updated.
Try it →
Instant
Recurring invoice is created in Simpro
Triggers the automation when a new recurring invoice is created
Try it →
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
Try it →
Instant
Contact is created in Simpro
Triggers the automation when a new contact is created.
Try it →
Instant
Job is created in Simpro
Triggers the automation when a new job is created
Try it →
Instant
Company customer created in Simpro
Triggers the automation when a new customer is created within the company's database
Try it →
Instant
Job is updated in Simpro
Triggers the automation when a job is updated
Try it →
Instant
Company customer updated in Simpro
Triggers the automation when a company's customer information is updated
Try it →
Instant
Site is created in Simpro
Triggers the automation when a new site is created
Try it →
Instant
Site is updated in Simpro
Triggers the automation when a site is updated
Try it →
Instant
Individual customer created in Simpro
Triggers the automation when a new individual customer is added
Try it →
Instant
Individual customer updated in Simpro
Triggers the automation when a customer's information is updated
Try it →
Instant
Quote is created in Simpro
Triggers the automation when a new quote is created
Try it →
Instant
Quote is updated in Simpro
Triggers the automation when any quote is updated
Try it →
Update lead in Simpro
Updates specified lead to the database
Try it →
Update contact in Simpro
Updates specified contact to the database
Try it →
Create lead in Simpro
Adds a new lead to the database
Try it →
Get contact by ID in Simpro
Retrieve contact information by unique identifier
Try it →
Create individual customer in Simpro
Creates a new individual customer record
Try it →
Search individual customer in Simpro
Searches for an individual customer
Try it →
Search company customer in Simpro
Searches for a company customer
Try it →
Create contact in Simpro
Adds a new contact to the database
Try it →
Create company customer in Simpro
Creates a new company customer record
Try it →
Create service job in Simpro
Generates a new service job
Try it →
Search job in Simpro
Searches for a job
Try it →
Create site in Simpro
Generates a new site entry
Try it →
Search contact in Simpro
Finds and retrieves contact information
Try it →
Search site in Simpro
Searches for a site
Try it →
Create service quote in Simpro
Generates a new service quote
Try it →
Search quote in Simpro
Searches for a quote
Try it →
Create activity schedule block in Simpro
Creates a new activity schedule block
Try it →

What can you automate with Missive + Simpro?

Streamline communication and field service management with powerful, automated workflows.

What you can automate?
🚀
Trigger service jobs from team messages
Automatically convert incoming client messages in Missive into actionable service jobs in Simpro without manual copying.
📋
Capture every submitted quote detail
Map all custom quote fields and line items from Simpro into Missive records instead of just basic contact names.
🔔
Alert the right team member instantly
Send immediate notifications to specific staff members in Missive the moment a new Simpro job or invoice is created.
🔀
Route records based on submitted criteria
Direct enterprise service jobs and standard customer requests to different workflows based on fields submitted in Simpro.
🔄
Keep destination records fully updated
Automatically update existing customer contact profiles and job statuses in Missive whenever changes occur in Simpro.
🔍
Prevent duplicates with smart search operations
Search for existing customer contacts in Simpro before creating new records to maintain clean, deduplicated databases.
💳
Handle later billing and status changes
Automatically trigger follow-up actions in Missive when Simpro invoices are updated, paid, or cancelled.
🔗
Extend your workflow to accounting apps
Connect Missive and Simpro with tools like Xero to sync invoices and financial records across your entire business.
And much more...

Who is Missive + Simpro integration for?

Operations managers, dispatchers, and finance teams eliminate manual data entry, ensuring real-time synchronization between team communication and field job management.

Operations Managers
Operations Managers
Dispatch Coordinators
Dispatch Coordinators
Account Managers
Account Managers
Service Supervisors
Service Supervisors
Field Technicians
Field Technicians
Administrative Leads
Administrative Leads
📈
Operations Managers
You're overseeing field service schedules across multiple platforms, but your job status reports only update when someone manually exports records, so the metrics you're reviewing against are always hours behind — this integration means every new Simpro job populates instantly and your operational metrics stay current.
Dispatch Coordinators
You need to dispatch field technicians the moment client messages arrive, but manual handoffs between communication tools and job software cause costly delays — with this integration, every incoming Missive message creates service jobs instantly and your field crews respond without waiting.
🤝
Account Managers
You answer to clients who expect immediate updates on service quotes and site progress, but digging through separate apps takes too much time — automating both apps means every quote change updates automatically and your client communications remain transparent and timely.
📊
Service Supervisors
The volume of daily service calls is too high for anyone to keep up by hand, leading to missed customer contacts and delayed job scheduling — connecting these apps means incoming requests generate jobs automatically and your team never misses a customer inquiry.
🔧
Field Technicians
You own the on-site execution step and depend on office staff to hand over accurate job details, but missing information stalls your arrival — integrating these apps means every job detail flows straight from Missive communications into Simpro and you arrive fully prepared.
🗂️
Administrative Leads
You need a reliable history of all customer interactions and financial records, but manual copy-pasting keeps leaving gaps in your database — with this integration, every customer interaction and job record syncs seamlessly and your audit history remains complete.
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 Missive + Simpro

Build and manage your Missive + 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 Missive + 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
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Missive to Simpro?
Frequently Asked Questions
You can connect Missive to Simpro in 1 click using ready workflows on Integrately, or ask Integrately AI to build custom automations linking Missive, Simpro, Slack, and Xero.
Can I automatically create Simpro service jobs from Missive messages?
Frequently Asked Questions
Can I connect Missive, Simpro, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Missive and Simpro?
Frequently Asked Questions
How does Missive handle communication data in this integration?
Frequently Asked Questions
How does Simpro handle job records during synchronization?
Frequently Asked Questions
Can I automate Missive and Simpro without coding skills?
Frequently Asked Questions
Is the Missive 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?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

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

Missive
Popular Missive Integrations
Connect Missive to communication, support, and productivity tools to manage team discussions and customer inquiries effectively.
See All
Missive Integrations arrow right
No popular apps found
Simpro
Popular Simpro Integrations
Sync Simpro with accounting, CRM, and project management tools to keep field operations and business data fully connected.
See All
Simpro Integrations arrow right
No popular apps found