Projectplace + Simplero Integration
Integrate Projectplace to Simplero in one click, or tell Integrately AI how you want each purchase handled. Track tasks, manage customer data, update project boards, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Card is created in Projectplace- Card is moved to done/last column in Projectplace
Tag is added to contact in Simplero Instant- Tag is removed from contact in Simplero Instant
- Purchase is created in Simplero Instant
- Purchase is deleted in Simplero Instant
- Subscription is created in Simplero Instant
- Subscription is deleted in Simplero Instant
2.
- Create card in Projectplace
- Create a card on an existing activity in Projectplace
- Search card by name in Projectplace
- Add reported time to a card in Projectplace
- Create board in Projectplace
- Create project in Projectplace
- Search purchase by email in Simplero
- Create or update contact in Simplero
- Search contact by email in Simplero
- Add tag to contact in Simplero
- Remove tag from contact in Simplero
- Subscribe to a List in Simplero
- Unsubscribe from list in Simplero
Trusted by experts at...
Ready Workflows for Projectplace + Simplero Integration
Track purchases, create project cards, update customer contacts, and manage team workflows, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Projectplace + Simplero flow
Connect your favorite CRM, messaging, and marketing tools to extend your project delivery and customer management stack. Pick a combination and activate it in one click.
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ActiveCampaign (3)
ActiveCampaign (3) +
Zoom (3)
Zoom (3) +
Mailchimp (3)
Mailchimp (3) +
Stripe (3)
Stripe (3) +
Slack (3)
Slack (3) +
Google Drive (3)
Google Drive (3) S
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When a Simplero purchase is created, create or update the contact in ActiveCampaign and create a card in Projectplace
New Simplero buyers are instantly added to ActiveCampaign while creating a tracking card in Projectplace, keeping sales and delivery aligned.
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When a Simplero subscription is created, add the contact to ActiveCampaign and create a project in Projectplace
New subscriptions automatically update ActiveCampaign and kick off a dedicated project in Projectplace without manual setup.
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When a tag is added to a Simplero contact, update ActiveCampaign and add a card on an existing Projectplace activity
Tagged contacts in Simplero update ActiveCampaign records and append tasks to existing Projectplace activities.
Supported triggers and actions for Projectplace and Simplero
Mix and match to build the exact automation you need
Projectplace Triggers & Actions
Simplero Triggers & Actions
Instant
Purchase is created in Simplero
Triggers the automation when a new purchase is created
Try it → Instant
Purchase is deleted in Simplero
Triggers the automation when any purchase is deleted
Try it → Instant
Subscription is created in Simplero
Triggers the automation when a new subscription is created
Try it → Instant
Subscription is deleted in Simplero
Triggers the automation when a subscription is deleted
Try it → What can you automate with Projectplace + Simplero?
Streamline your info business operations by connecting customer purchases and project management tasks seamlessly.
💳
Turn every new purchase into a project card
Whenever a customer buys an online course or membership in Simplero, Projectplace automatically creates a new task card so your fulfillment team can start immediately.
🏷️
Sync contact tags and subscriber statuses
Keep customer profiles updated across both platforms by automatically adding or removing tags when subscription states change in Simplero.
📂
Initialize dedicated project spaces
Automatically set up new project boards or complete projects in Projectplace as soon as high-tier subscriptions or enterprise packages are purchased.
⏱️
Log reported time against customer cards
Track billable hours and team workloads by adding reported time directly to the relevant project cards when tasks are updated.
🔍
Search and update records instantly
Locate specific project cards by name or verify buyer emails in Simplero to prevent duplicate entries and maintain clean records.
🔔
Alert team channels on task completion
Move cards to the done column in Projectplace and instantly notify your team in Slack or update customer segments.
📋
Manage multi-step onboarding workflows
Trigger sequential actions across marketing, sales, and project management apps when a subscription is created or deleted.
⚡
Extend your workflow with supporting tools
Connect ActiveCampaign, Zoom, Mailchimp, Stripe, Slack, or Google Drive to build comprehensive multi-step automation pipelines.
And much more...
Who is Projectplace + Simplero integration for?
Project managers, course creators, and operations directors rely on this integration to eliminate manual data entry, streamline client onboarding, and keep project workflows perfectly aligned.
Project managers
Course creators
Client success leads
Operations directors
Support managers
Business owners
📈
Project managers
You're tracking task boards manually, but course purchases in Simplero never make it to your boards — this integration means every new customer triggers an instant project card.
🚀
Course creators
You're updating membership data by hand, but high sales volumes cause missed student onboarding tasks — with this integration, customer activity flows directly into your management stack.
🤝
Client success leads
You're reporting project progress to clients, but purchase records and task statuses are always out of sync — automating both apps means your team sees complete enrollment data immediately.
⚙️
Operations directors
You're handling high-volume course sign-ups, but manual handoffs between sales and delivery create dangerous delays — connecting these apps means customer acquisition instantly initiates delivery workflows.
🎯
Support managers
You're resolving student queries, but subscription changes in Simplero don't update internal task boards — this integration means support teams receive immediate task updates for every account change.
📝
Business owners
You're auditing business operations, but fragmented records between customer purchases and project milestones leave gaps in your audit trail — automating both apps means every transaction maps cleanly to project history.
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 Projectplace + Simplero
Build and manage your Projectplace + Simplero automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Projectplace + Simplero with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Projectplace + Simplero Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Projectplace to Simplero?
You can connect Projectplace to Simplero instantly using Integrately. Choose from ready-made workflows or use Integrately AI to set up your automation in 1 click alongside apps like Slack and Google Drive.
Can I automatically create Projectplace cards when a Simplero purchase is made?
Can I connect Projectplace, Simplero, and Slack?
What is a good Zapier alternative for Projectplace and Simplero?
How are project cards managed between Projectplace and Simplero?
Can I sync contact tags and subscriptions between Simplero and Projectplace?
Do I need coding skills to automate Projectplace and Simplero?
Is the Projectplace and Simplero integration free?
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.
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