Tango Card (Under Review) + simPRO Integration

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Tango Card (Under Review) + simPRO Integration
1.
  • simPRO
    Job is created in simPRO

    Triggers the automation when a new job is created

    Instant
  • simPRO
    Company customer created in simPRO

    Triggers the automation when a new customer is created within the company's database

    Instant
  • simPRO
    Job is updated in simPRO

    Triggers the automation when a job is updated

    Instant
  • simPRO
    Company customer updated in simPRO

    Triggers the automation when a company's customer information is updated

    Instant
  • simPRO
    Site is created in simPRO

    Triggers the automation when a new site is created

    Instant
  • simPRO
    Site is updated in simPRO

    Triggers the automation when a site is updated

    Instant
  • simPRO
    Individual customer created in simPRO

    Triggers the automation when a new individual customer is added

    Instant
  • simPRO
    Individual customer updated in simPRO

    Triggers the automation when a customer's information is updated

    Instant
  • simPRO
    Quote is created in simPRO

    Triggers the automation when a new quote is created

    Instant
  • simPRO
    Quote is updated in simPRO

    Triggers the automation when any quote is updated

    Instant
2.
  • Tango Card (Under Review)
    Send reward in Tango Card (Under Review)

    Sends a reward

  • Tango Card (Under Review)
    Get latest balance in Tango Card (Under Review)
  • simPRO
    Create individual customer in simPRO

    Creates a new individual customer record

  • simPRO
    Search individual customer in simPRO

    Searches for an individual customer

  • simPRO
    Search company customer in simPRO

    Searches for a company customer

  • simPRO
    Create contact in simPRO

    Adds a new contact to the database

  • simPRO
    Create company customer in simPRO

    Creates a new company customer record

  • simPRO
    Create service job in simPRO

    Generates a new service job

  • simPRO
    Search job in simPRO

    Searches for a job

  • simPRO
    Create site in simPRO

    Generates a new site entry

  • simPRO
    Search contact in simPRO

    Finds and retrieves contact information

  • simPRO
    Search site in simPRO

    Searches for a site

  • simPRO
    Create service quote in simPRO

    Generates a new service quote

  • simPRO
    Search quote in simPRO

    Searches for a quote

  • simPRO
    Create activity schedule block in simPRO

    Creates a new activity schedule block

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