SetSmart + Simpro Integration
Connect SetSmart to Simpro in 1 click
Free forever.Use premium features free for 14 days.1.
Lead is qualified in SetSmart Instant- Lead is unqualified in SetSmart Instant
- Lead agreed to a call in SetSmart Instant
- Appointment is booked in SetSmart Instant
- Tag is added in SetSmart Instant
- Tag is removed in SetSmart Instant
- AI message is sent in SetSmart Instant
Invoice is created in Simpro Instant- Invoice is updated in Simpro Instant
- Recurring invoice is created in Simpro Instant
- Recurring invoice is updated in Simpro Instant
- Contact is created in Simpro Instant
- Job is created in Simpro Instant
- Company customer created in Simpro Instant
- Job is updated in Simpro Instant
- Company customer updated in Simpro Instant
- Site is created in Simpro Instant
- Site is updated in Simpro Instant
- Individual customer created in Simpro Instant
- Individual customer updated in Simpro Instant
- Quote is created in Simpro Instant
- Quote is updated in Simpro Instant
2.
- Set lead to booked in SetSmart
- Import contact in SetSmart
- Search contact in SetSmart
- Send message to AI assistant in SetSmart
- Send template message to exiting contact in SetSmart
- Add tag in SetSmart
- Cancel scheduled message in SetSmart
- Add note in SetSmart
- Turn off AI for contact in SetSmart
- Turn on AI for contact in SetSmart
- Remove tag in SetSmart
- Update contact in Simpro
- Update lead in Simpro
- Create lead in Simpro
- Get contact by ID in Simpro
- Create individual customer in Simpro
- Search individual customer in Simpro
- Search company customer in Simpro
- Create contact in Simpro
- Create company customer in Simpro
- Create service job in Simpro
- Search job in Simpro
- Create site in Simpro
- Search contact in Simpro
- Search site in Simpro
- Create service quote in Simpro
- Search quote in Simpro
- Create activity schedule block in Simpro
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Most popular
01
Create simPRO individual customer for new WordPress user
02
Create simPRO individual customer from new Shopify customer
03
Create Google Calendar event for new simPRO individual customer
04
Create simPRO individual customer for new Google Sheets row
05
Create simPRO individual customer for new CompanyHub record
06
Create Simpro individual customer for new Bubble data thing
07
Create simPRO individual customer for new PostgreSQL row
08
Create simPRO individual customer from new Shoplazza customer
09
Create Bubble data thing for new Simpro individual customer
10
Create PostgreSQL row for new simPRO individual customer
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