Retable + Simpro Integration

Integrate Retable to Simpro in one click, or tell Integrately AI how you want each job handled. Track new jobs in your database, insert spreadsheet rows, update projects, and keep your records completely up to date.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Simpro
    Contact is created in Simpro 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
    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.
  • Retable
    Insert row in Retable
  • Retable
    Creates new column in Retable
  • Retable
    Get retable by ID in Retable
  • Retable
    Create project in Retable
  • Retable
    Get project by ID in Retable
  • Retable
    Create workspace in Retable
  • Retable
    Get workspace by ID in Retable
  • Simpro
    Get contact by ID in Simpro
  • Simpro
    Create lead in Simpro
  • Simpro
    Update contact in Simpro
  • Simpro
    Update lead 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 WorkflowsReady Workflows   for Retable + Simpro Integration

Track jobs, log invoices, update projects, and organise customer data, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

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 Retable + Simpro flow

Send job alerts, sync financial records, and notify your team the moment updates occur. Pick a combination and activate it in one click.

Retable
Simpro
+
QuickBooks OnlineQuickBooks Online (4)
+
GmailGmail (4)
+
Google DriveGoogle Drive (4)
+
StripeStripe (4)
+
TwilioTwilio (4)
+
SlackSlack (4)
S
Q
R
When an invoice is created in Simpro, create the invoice in QuickBooks Online and insert a row in Retable.
Simpro invoices instantly generate QuickBooks Online invoices and log rows in Retable without manual data entry.
S
Q
R
When a company customer is created in Simpro, create a customer in QuickBooks Online and add a row in Retable.
New Simpro company customers automatically appear in QuickBooks Online and Retable.
S
Q
R
When a recurring invoice is created in Simpro, generate a QuickBooks Online invoice and update Retable.
Recurring Simpro invoices flow directly into QuickBooks Online and update your Retable database.
S
Q
R
When a quote is created in Simpro, log an estimate in QuickBooks Online and record it in Retable.
Simpro quotes automatically generate QuickBooks Online estimates and update your Retable tracking base.

Supported triggers and actions for Retable and Simpro

Mix and match to build the exact automation you need

Retable
Retable Triggers & Actions
No trigger is available
Insert row in Retable
Inserts a new row of data into a spreadsheet or database table
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Creates new column in Retable
Adds a new column
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Get retable by ID in Retable
Retrieves a retable based on its unique id
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Create project in Retable
Creates a new workspace
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Get project by ID in Retable
Retrieves project information using the project id
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Create workspace in Retable
Set up a dedicated workspace for a new project
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Get workspace by ID in Retable
Retrieves workspace information based on a workspace id provided
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Simpro
Simpro Triggers & Actions
Instant
Contact is created in Simpro
Triggers the automation when a new contact is created.
Try it →
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
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
Try it →
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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Get contact by ID in Simpro
Retrieve contact information by unique identifier
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Create lead in Simpro
Adds a new lead to the database
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Update contact in Simpro
Updates specified contact to the database
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Update lead in Simpro
Updates specified lead to the database
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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
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
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Search job in Simpro
Searches for a job
Try it →
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
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 Retable + Simpro?

Streamline your field service management by connecting Simpro triggers to Retable database actions.

What you can automate?
🔄
Sync new jobs to database rows automatically
Whenever a new job is created in Simpro, automatically insert a corresponding row in your Retable database. Keep your project tracking spreadsheets perfectly up to date.
📋
Capture complete customer and site data
Transfer every submitted field from Simpro customer and site records directly into dedicated Retable columns. Eliminate manual copying and maintain comprehensive records.
🔔
Trigger instant notifications on job creation
Alert your team the moment a new job or invoice is generated in Simpro. Ensure prompt follow-up and faster response times across your entire department.
🔀
Route data conditionally based on job attributes
Send high-priority jobs and standard service requests to different Retable workspaces or projects based on specific criteria submitted in Simpro.
🔄
Keep database records current on status updates
Automatically update existing Retable rows whenever job statuses, invoices, or customer details are modified in Simpro.
🔍
Prevent duplicate entries with intelligent matching
Search for existing records before inserting new rows in Retable, ensuring clean databases without redundant customer profiles.
💳
Track invoices and recurring billing cycles
Capture new invoices, recurring billing updates, and payment events from Simpro directly inside your financial tracking Retable base.
Extend your workflow to external apps
Trigger multi-step automations that send confirmation emails in Gmail, create folders in Google Drive, or notify channels in Slack after your Retable base updates.
And much more...

Who is Retable + Simpro integration for?

Field service managers and operations teams synchronising job data and database spreadsheets need this integration to eliminate manual data entry and keep records accurate.

Operations Analysts
Operations Analysts
Field Supervisors
Field Supervisors
Account Managers
Account Managers
Dispatch Coordinators
Dispatch Coordinators
Field Technicians
Field Technicians
Compliance Officers
Compliance Officers
📈
Operations Analysts
You're compiling operational reports from multiple field logs but your database sheet only updates when someone manually exports jobs, so the row counts you're reviewing are always hours behind — this integration means every new job lands in the sheet instantly and your metrics stay current.
Field Supervisors
You're dispatching technicians across active job sites but your team finds out about scheduling changes too late, so crews arrive unprepared — automating both apps means every site update reaches your tracking sheet immediately and your crew stays aligned.
🤝
Account Managers
You answer to clients who want daily updates on their active service requests, but copying data from management software takes hours every morning — connecting these apps means every job and invoice syncs automatically to your client tracking base without manual effort.
📦
Dispatch Coordinators
You're processing hundreds of service calls weekly and manual data entry cannot keep up with incoming volume, leading to missed customer records — this integration means every new customer and order populates your database rows automatically.
🔧
Field Technicians
You depend on office staff to hand over job specifications before heading out to customer sites, but details often get lost in transit — automating both apps means every service job creates an accurate record in your shared database instantly.
📋
Compliance Officers
You need a reliable audit history of all completed service jobs and financial invoices, but manual spreadsheet logs keep turning up missing entries — connecting these apps means every transaction writes directly to your database with zero gaps.
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 Retable + Simpro

Build and manage your Retable + 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 Retable + 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 Retable to Simpro?
Frequently Asked Questions
You can connect Retable to Simpro instantly using 1-click ready workflows or build custom automation logic with Integrately AI.
Can I automatically sync new Simpro jobs into Retable database rows?
Frequently Asked Questions
Can I connect Retable, Simpro, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Retable and Simpro?
Frequently Asked Questions
How does Retable handle data fields when receiving Simpro updates?
Frequently Asked Questions
Can Simpro trigger automated database row insertions in Retable?
Frequently Asked Questions
Do I need coding skills to automate Retable and Simpro?
Frequently Asked Questions
Is the Retable 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 Retable or Simpro With 1500+ Other Apps

Retable
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Simpro
Popular Simpro Integrations
Sync Simpro with CRM, invoicing, and support platforms to streamline field operations and customer service.
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