OneDrive + Simpro Integration

Integrate OneDrive to Simpro in one click, or tell Integrately AI how you want each file handled. Create jobs, update customer records, log entries, and notify your team automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • OneDrive
    File is created in OneDrive
  • OneDrive
    Folder is created in OneDrive
  • 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.
  • OneDrive
    Search folder by name in OneDrive
  • OneDrive
    Convert file to PDF in OneDrive
  • OneDrive
    Upload File in OneDrive
  • OneDrive
    Create text file in OneDrive
  • OneDrive
    Search file by name in OneDrive
  • OneDrive
    Create Folder in OneDrive
  • 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 OneDrive + Simpro Integration

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

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Connect more apps to your OneDrive + Simpro flow

Connect your file storage and job management with finance, communication, and support tools to keep operations running smoothly. Pick a combination and activate it in one click.

OneDrive
Simpro
+
QuickBooks OnlineQuickBooks Online (3)
+
GmailGmail (3)
+
XeroXero (3)
+
Microsoft OutlookMicrosoft Outlook (3)
+
StripeStripe (3)
+
SlackSlack (3)
S
O
Q
Create a QuickBooks Online invoice for every new Simpro invoice, and save a copy in OneDrive
Simpro invoices are recorded in QuickBooks Online and saved to OneDrive instantly, eliminating manual bookkeeping and file transfers.
S
O
Q
When a Simpro customer is created, upload the onboarding documents to OneDrive and create a QuickBooks Online customer
New Simpro customers generate folder structures in OneDrive and appear in QuickBooks Online without manual data entry.
S
O
Q
When a Simpro quote is created, generate a QuickBooks Online estimate and save the documentation in OneDrive
Simpro quotes instantly produce QuickBooks Online estimates and OneDrive file records so sales and finance teams stay aligned.

Supported triggers and actions for OneDrive and Simpro

Mix and match to build the exact automation you need

OneDrive
OneDrive Triggers & Actions
File is created in OneDrive
Triggers the automation when a particular action in the workflow fails
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Folder is created in OneDrive
Triggers the automation when a new folder is created
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Search folder by name in OneDrive
Searches for a folder by its name
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Convert file to PDF in OneDrive
Convert any file format to a pdf document
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Upload File in OneDrive
Uploads a file to the particular location
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Create text file in OneDrive
Generates a new text file with particular content
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Search file by name in OneDrive
Find files based on their names
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Create Folder in OneDrive
Creates a new folder in the designated location
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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
Try it →
Create activity schedule block in Simpro
Creates a new activity schedule block
Try it →

What can you automate with OneDrive + Simpro?

Streamline file storage, job management, invoicing, and customer sync across your business operations.

What you can automate?
⚙️
Create Service Jobs From New Files
Automatically trigger a new service job in Simpro the moment a file is created in OneDrive. Eliminate manual data entry and ensure field work starts immediately.
📂
Capture Every File and Document
Map available document metadata and upload files into designated folders across your systems instead of handling attachments manually. Maintain organized project archives effortlessly.
🔔
Alert Your Team Instantly
Notify dispatchers and account managers the second a new job or customer is created. Keep your entire team aligned without chasing updates.
🔀
Route Based on Submitted Fields
Direct records to different workflows or team channels based on specific form answers or customer categories submitted in your initial documents.
🔄
Keep Records Updated as Work Changes
Synchronize invoice updates, job status changes, and customer modifications across platforms in real time so your database is never out of date.
🛡️
Prevent Duplicate Customer Records
Search existing contacts and company profiles before creating new entries. Maintain a clean database without cluttering your system with duplicate records.
💳
Handle Later Status Changes and Billing
Automate follow-up actions when invoices are updated or recurring billing events occur. Keep accounting and operations in perfect sync throughout the lifecycle.
💬
Extend Workflows to Team Messaging
Connect your core automation to Slack to announce completed jobs, invoice updates, or new client files directly in your operational channels.
And much more...

Who is OneDrive + Simpro integration for?

Operations teams and service managers rely on accurate data and timely job creation to keep field operations running smoothly without manual delays.

Operations Managers
Operations Managers
Field Service Supervisors
Field Service Supervisors
Client Account Leads
Client Account Leads
Dispatch Coordinators
Dispatch Coordinators
Estimators and Planners
Estimators and Planners
Business Auditors
Business Auditors
📊
Operations Managers
You're tracking field performance and job throughput across multiple systems, but your operational records only update when someone manually exports files, so your management reports are always a few hours behind — with this integration, every file lands in your system instantly and your dashboards stay current.
🛠️
Field Service Supervisors
You manage technicians in the field but find out about new work orders long after paperwork is dropped into storage, so your scheduling suffers from avoidable delays — with this integration, every new file triggers service job creation immediately and your team gets to work faster.
🤝
Client Account Leads
You answer to key accounts asking for progress updates while your customer records sit scattered across disconnected storage folders, so client communications are constantly delayed — with this integration, every customer and job update syncs across platforms automatically and your client visibility is always complete.
📞
Dispatch Coordinators
You handle high volumes of inbound service requests and client documents that require manual data entry into job management software, so your team gets overwhelmed during peak hours — with this integration, every inbound file creates records and triggers follow-ups without manual data entry.
📋
Estimators and Planners
You depend on upstream documentation to build accurate project quotes and service schedules, so missing file handoffs stall your estimating workflow — with this integration, every document drop generates clean records in your management software and your planning cycle starts instantly.
🔍
Business Auditors
You need a reliable audit trail linking client files to completed service jobs and invoices, but manual filing creates frequent gaps in your records — with this integration, every transaction automatically preserves its associated documentation and your audit history remains completely unbroken.
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 OneDrive + Simpro

Build and manage your OneDrive + 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 OneDrive + 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 OneDrive to Simpro?
Frequently Asked Questions
You can connect OneDrive to Simpro in 1 click using ready templates on Integrately, or ask Integrately AI to build the workflow for you. It connects easily with tools like QuickBooks Online, Gmail, Xero, Microsoft Outlook, Stripe, and Slack.
Can I automatically create Simpro jobs when new files are uploaded to OneDrive?
Frequently Asked Questions
Can I connect OneDrive, Simpro, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for OneDrive and Simpro?
Frequently Asked Questions
How does OneDrive handle file creation triggers in this integration?
Frequently Asked Questions
Can I update Simpro contacts and customer records automatically?
Frequently Asked Questions
Do I need coding skills to automate OneDrive and Simpro?
Frequently Asked Questions
Is the OneDrive and Simpro integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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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 OneDrive or Simpro With 1500+ Other Apps

OneDrive
Popular OneDrive Integrations
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Simpro
Popular Simpro Integrations
Sync Simpro with CRM, customer support, and project management tools to keep your field service operations connected.
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