Projectplace + simPRO Integration

Connect Projectplace to simPRO - Automate your workflows in 1-click

Make use of Projectplace and simPRO automations to improve team communication and gain real-time visibility into project progress. Get the best of both with Integrately’s Projectplace + simPRO integration.

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Ready Workflows For Projectplace + simPRO Integration

Just click on the workflow you want to automate

Create Projectplace card for new simPRO individual customer

simPRO + Projectplace Integration

Activate

Create Projectplace card for updated simPRO individual customer

simPRO + Projectplace Integration

Activate

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Create Your Own Projectplace & simPRO Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Card is created in Projectplace
Triggers the automation when a card is archived
Card is moved to done/last column in Projectplace
Triggers the automation when a card is moved to the final stage of a board
Job is created in simPRO
Triggers the automation when a new job is created
Instant
Company customer created in simPRO
Triggers the automation when a new customer is created within the company's database
Instant
Job is updated in simPRO
Triggers the automation when a job is updated
Instant
Company customer updated in simPRO
Triggers the automation when a company's customer information is updated
Instant
Site is created in simPRO
Triggers the automation when a new site is created
Instant
Site is updated in simPRO
Triggers the automation when a site is updated
Instant
Individual customer created in simPRO
Triggers the automation when a new individual customer is added
Instant
Individual customer updated in simPRO
Triggers the automation when a customer's information is updated
Instant
Quote is created in simPRO
Triggers the automation when a new quote is created
Instant
Quote is updated in simPRO
Triggers the automation when any quote is updated
Instant

Create card in Projectplace
Generates a new card for a task
Create a card on an existing activity in Projectplace
Creates a new card on an existing activity
Search card by name in Projectplace
Searches for a card using its name
Add reported time to a card in Projectplace
Record reported time on the card for tracking and accountability
Create board in Projectplace
Generates a new board
Create project in Projectplace
Creates a new project
Create individual customer in simPRO
Creates a new individual customer record
Search individual customer in simPRO
Searches for an individual customer
Search company customer in simPRO
Searches for a company customer
Create contact in simPRO
Adds a new contact to the database
Create company customer in simPRO
Creates a new company customer record
Create service job in simPRO
Generates a new service job
Search job in simPRO
Searches for a job
Create site in simPRO
Generates a new site entry
Search contact in simPRO
Finds and retrieves contact information
Search site in simPRO
Searches for a site
Create service quote in simPRO
Generates a new service quote
Search quote in simPRO
Searches for a quote
Create activity schedule block in simPRO
Creates a new activity schedule block

3x-10x Less Expensive Than Popular Alternatives

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750 Tasks

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2,000 Tasks

in $19.⁹⁹

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Integrate Projectplace & simPRO In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Want to automate something else in your workflow?

You Can Also Connect Projectplace or simPRO With 1200+ Other Apps

Projectplace is a smart cloud-based project management solution. With features like task boards, time tracking, document sharing, video conferencing and screen sharing Projectplace is the perfect addition to any team's workflow.

See Projectplace Integrations

simPRO is the first cloud-based field service and job management software solution for businesses. It's a web-based application that addresses your needs to streamline day-to-day operations, improve visibility, and enhance daily business processes.

See simPRO Integrations