Speak AI + Simpro Integration

Integrate Simpro to Speak AI in one click, or tell Integrately AI how you want each job handled. Upload media files, generate automated transcriptions, attach sentimental analysis, and sync insights directly into your Simpro account automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Speak AI
    Automated transcription is created in Speak AI
  • Speak AI
    Caption is created in SRT or VTT in Speak AI
  • Speak AI
    Sentimental analysis is created in Speak AI
  • Simpro
    Recurring invoice is updated in Simpro Instant
  • Simpro
    Contact is created in Simpro Instant
  • Simpro
    Invoice is created in Simpro Instant
  • Simpro
    Invoice is updated in Simpro Instant
  • Simpro
    Recurring 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
Arrow Right
2.
  • Speak AI
    Upload media in Speak AI
  • Speak AI
    Search text in Speak AI
  • Speak AI
    Search media in Speak AI
  • Speak AI
    Create text note in Speak AI
  • Speak AI
    Reanalyze Text in Speak AI
  • Speak AI
    Update text note in Speak AI
  • Speak AI
    Delete text note in Speak AI
  • 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 Speak AI + Simpro Integration

Upload media files, generate automated transcriptions, analyze sentiment, update job records, and keep client profiles current, 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 Simpro + Speak AI flow

Send transcription summaries to your team, log media assets in cloud storage, and update financial records after every job update. Pick a combination and activate it in one click.

Speak AI
Simpro
+
QuickBooks OnlineQuickBooks Online (3)
+
GmailGmail (3)
+
SlackSlack (3)
+
TwilioTwilio (3)
+
Google DriveGoogle Drive (3)
+
StripeStripe (3)
S
Q
S
Create a QuickBooks Online invoice for every new Simpro job, upload media to Speak AI, and record the transaction.
Simpro jobs turn into QuickBooks Online invoices instantly while Speak AI processes the related media files, removing manual data entry across your financial and operational tools.
S
Q
S
When a Simpro invoice is updated, update the customer in QuickBooks Online and search text in Speak AI for verification.
Invoice updates in Simpro synchronize with QuickBooks Online while Speak AI checks relevant text records, keeping your financial and linguistic data aligned.
S
Q
S
Create a QuickBooks Online customer for every new Simpro company customer, and create a text note in Speak AI.
New company customers created in Simpro automatically generate matching QuickBooks Online profiles and dedicated text notes in Speak AI.

Supported triggers and actions for Speak AI and Simpro

Mix and match to build the exact automation you need

Speak AI
Speak AI Triggers & Actions
Automated transcription is created in Speak AI
Triggers the automation when audio or video files is transcribed into text
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Caption is created in SRT or VTT in Speak AI
Triggers the automation when a caption file in SRT or VTT format is created
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Sentimental analysis is created in Speak AI
Triggers the automation when a sentimental analysis is created
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Upload media in Speak AI
Uploads media file to the designated location
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Search text in Speak AI
Searches for text
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Search media in Speak AI
Searches for media
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Create text note in Speak AI
Generates a text note
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Reanalyze Text in Speak AI
Analyze text data again for updated insights
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Update text note in Speak AI
Updates the content of a text note
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Delete text note in Speak AI
Removes a text note from the system
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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
Contact is created in Simpro
Triggers the automation when a new contact is created.
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Instant
Invoice is created in Simpro
Triggers the automation when a new 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
Recurring invoice is created in Simpro
Triggers the automation when a new recurring invoice 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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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
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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 Simpro + Speak AI?

Connect job management workflows with advanced transcription and natural language processing to eliminate manual data entry.

What you can automate?
🔄
Sync Simpro jobs with Speak AI transcription
Automatically upload media files from new Simpro jobs into Speak AI to generate professional transcriptions and analysis without manual file transfers.
📝
Capture every transcription detail
Map automated transcriptions, captions, and sentimental analysis results directly into your Simpro customer and job records instead of basic summaries.
🔔
Alert your team on instant triggers
Send instant notifications via Slack, email, or SMS the moment a new transcription is completed or a job record is updated in Simpro.
🔀
Route records based on submitted fields
Apply conditional logic to send high-priority Simpro customers or urgent sentiment results to specific team channels or specialized workflows.
🔄
Keep job and transcription data current
Automatically update existing Simpro contacts, quotes, and job entries whenever new transcription notes or sentiment analyses are generated.
🔍
Search and match records instantly
Perform automatic searches across Simpro and Speak AI to connect incoming customer data with existing notes and avoid duplicate entries.
💳
Handle later job status updates
Trigger automated follow-up actions when invoices are updated, quotes are accepted, or service jobs reach completion in Simpro.
🌐
Extend your workflow to QuickBooks Online
Connect your core Simpro and Speak AI flow with QuickBooks Online to automatically create invoices and update financial records after job creation.
And much more...

Who is Simpro + Speak AI integration for?

Field service operators, project managers, and support leads streamline job management and media transcription without manual data transfer.

Operations managers
Operations managers
Field supervisors
Field supervisors
Account managers
Account managers
Service coordinators
Service coordinators
Field technicians
Field technicians
Quality assurance leads
Quality assurance leads
📈
Operations managers
You review field productivity and job metrics in Simpro, but your transcription notes and media insights remain locked in separate audio files, so performance reviews are always built on incomplete data — automating both apps means every media asset processed in Speak AI updates your Simpro records instantly and your reporting stays comprehensive.
Field supervisors
You manage active service jobs in Simpro and need to act fast on customer feedback, but transcription reviews happen days after calls finish, so critical issues are addressed too late — connecting these apps means every new transcription from Speak AI triggers immediate updates in Simpro so your team responds instantly.
🤝
Account managers
You answer to clients who demand regular progress updates on their service tickets, but compiling call notes and job statuses by hand takes hours, so your reports always lag behind actual progress — this integration means every job update in Simpro and transcription in Speak AI synchronize automatically to keep clients fully informed.
📋
Service coordinators
You handle high volumes of customer calls and job bookings in Simpro every single day, but manually uploading media files for transcription creates a massive administrative backlog, so staff burn out on data entry — automating both apps means media files route to Speak AI and return to Simpro without manual handling.
🔧
Field technicians
You complete service work and depend on office staff to hand over customer instructions and notes, but critical context gets lost between phone calls and Simpro entries, so jobs start with missing details — with this integration, transcribed voice notes and media details flow straight into Simpro jobs for seamless handoffs.
📁
Quality assurance leads
You audit customer interactions and need a reliable history of service calls tied to specific jobs, but manual record-keeping leaves major gaps in your audit trail, so compliance checks fail — automating both apps means every transcription and sentiment report links directly to its Simpro job record for complete history.
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 Speak AI + Simpro

Build and manage your Speak AI + 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 Speak AI + 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 Simpro to Speak AI?
Frequently Asked Questions
You can connect Simpro to Speak AI in 1 click using ready automation templates on Integrately or by asking Integrately AI to build your exact workflow. It links your field service data with transcription services instantly alongside tools like QuickBooks Online, Slack, and Gmail.
Can I automatically upload media files from Simpro to Speak AI?
Frequently Asked Questions
Can I connect Simpro, Speak AI, and QuickBooks Online?
Frequently Asked Questions
What is a good Zapier alternative for Simpro and Speak AI?
Frequently Asked Questions
How does Simpro handle job and customer data during automation?
Frequently Asked Questions
How does Speak AI process transcriptions triggered by Simpro?
Frequently Asked Questions
Do I need coding skills to build a Simpro and Speak AI automation?
Frequently Asked Questions
Is the Simpro and Speak AI integration free?
Frequently Asked Questions
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