Simpro + TidyCal Integration

Integrate Simpro to TidyCal in one click, or tell Integrately AI how you want each booking handled. Capture client details, create individual or company customers in Simpro, schedule activity blocks, and alert your team automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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
    Contact 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
  • TidyCal
    Booking is created in TidyCal
  • TidyCal
    Booking is cancelled in TidyCal
  • TidyCal
    Contact is created in TidyCal
Arrow Right
2.
  • Simpro
    Update lead in Simpro
  • Simpro
    Update contact in Simpro
  • Simpro
    Create lead in Simpro
  • Simpro
    Get contact by ID 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 Workflows Ready Workflows for Simpro + TidyCal Integration

Capture new bookings, create individual customers, schedule activity blocks, and keep your job management updated, all in just one click.

Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Simpro + TidyCal flow

Sync client bookings with your accounting, calendar, and team communication tools for seamless operations. Pick a combination and activate it in one click.

Simpro
TidyCal
+
Google CalendarGoogle Calendar (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
GmailGmail (4)
+
SlackSlack (4)
+
StripeStripe (4)
+
XeroXero (4)
T
G
S
Create an event in Google Calendar for every new TidyCal booking, and create an individual customer in Simpro.
New TidyCal bookings instantly appear in Google Calendar and create a customer record in Simpro without manual scheduling.
T
G
S
When a TidyCal booking is cancelled, update the event in Google Calendar and search the customer in Simpro.
Cancelled TidyCal bookings update your Google Calendar schedule and locate the customer record in Simpro immediately.
T
G
S
Create a contact in Google Calendar and create a service job in Simpro whenever a TidyCal booking is created.
Every TidyCal booking adds a contact to Google Calendar and sets up a new service job in Simpro instantly.
T
G
S
Use Claude to evaluate TidyCal booking details, create a Google Calendar event, and create a service quote in Simpro.
Use Claude to review TidyCal bookings before creating a Google Calendar event and a service quote in Simpro.

Supported triggers and actions for Simpro and TidyCal

Mix and match to build the exact automation you need

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
Recurring invoice is created in Simpro
Triggers the automation when a new recurring 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
Invoice is created in Simpro
Triggers the automation when a new invoice is created
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Instant
Contact is created in Simpro
Triggers the automation when a new contact 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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Update lead in Simpro
Updates specified lead to the database
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Update contact in Simpro
Updates specified contact to the database
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Create lead in Simpro
Adds a new lead to the database
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Get contact by ID in Simpro
Retrieve contact information by unique identifier
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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
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Create activity schedule block in Simpro
Creates a new activity schedule block
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TidyCal
TidyCal Triggers & Actions
Booking is created in TidyCal
Triggers the automation when a new booking is created
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Booking is cancelled in TidyCal
Triggers the automation when a booking is cancelled
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Contact is created in TidyCal
Triggers the automation when a new contact is created
Try it →
No action is available

What can you automate with Simpro + TidyCal?

Streamline your scheduling and job management by connecting TidyCal bookings directly to Simpro operations.

What you can automate?
📅
Create Simpro customers from new TidyCal bookings
Automatically create individual or company customer profiles in Simpro the moment a client schedules an appointment in TidyCal. Eliminate manual data entry and keep your database up to date.
📝
Capture every submitted booking question
Map all custom answers and intake notes from TidyCal booking forms directly into Simpro job descriptions and quotes. Ensure your field team has complete context before arriving.
🔔
Alert your dispatch team instantly
Send instant notifications to your team in Slack or Gmail whenever a new TidyCal booking comes in or gets rescheduled. Keep everyone aligned on daily schedules.
🔀
Route bookings based on submitted criteria
Check TidyCal intake fields to determine whether to create a residential individual customer or a commercial company customer in Simpro. Direct your workflows correctly every time.
🔄
Keep customer records updated across systems
Automatically search and update Simpro contact details whenever appointment information changes in TidyCal. Maintain accurate contact histories without manual searching.
🔎
Search and update instead of creating duplicates
Check if a customer already exists in Simpro before creating a new record from a TidyCal booking. Prevent duplicate entries and maintain a clean database.
Handle appointment cancellations automatically
When a booking is cancelled in TidyCal, trigger updates to search matching jobs or quotes in Simpro and notify your team. Keep schedules accurate and prevent wasted trips.
📊
Extend flows with accounting and calendar tools
Connect TidyCal and Simpro with QuickBooks Online, Google Calendar, or Stripe to generate invoices, schedule calendar events, and process payments in one multi-step flow.
And much more...

Who is Simpro + TidyCal integration for?

Operations managers, field service coordinators, and administrative teams who need to sync calendar bookings directly with job management databases.

Operations Managers
Operations Managers
Field Service Coordinators
Field Service Coordinators
Account Managers
Account Managers
Dispatch Teams
Dispatch Teams
Sales Representatives
Sales Representatives
Customer Support Leads
Customer Support Leads
📈
Operations Managers
You're reviewing Simpro job reports and customer metrics, but your scheduling numbers only update when someone manually exports calendar bookings, so your capacity planning is always hours behind — with this integration, every new booking updates your workflow instantly and your metrics stay current.
Field Service Coordinators
You're managing Simpro service jobs, but you find out about new client appointments too late to schedule technicians efficiently — this integration means every TidyCal booking creates customer records and job entries immediately so your dispatch team never misses a beat.
🤝
Account Managers
You're coordinating client meetings in TidyCal while tracking project milestones in Simpro, but manual handoffs lead to missed customer history — automating both apps means client bookings automatically populate your customer database with zero manual friction.
📋
Dispatch Teams
You're handling high volumes of daily TidyCal bookings and manually setting up Simpro jobs, but the influx leads to transcription errors and scheduling gaps — connecting these apps means every booking generates accurate customer files automatically.
💼
Sales Representatives
You're booking consultation calls in TidyCal and need to create Simpro leads and quotes right away, but delays leave prospects waiting — with this integration, client bookings instantly create corresponding leads and quotes in Simpro.
🔍
Customer Support Leads
You're maintaining customer history in Simpro, but disconnected booking tools leave gaps in your client interaction records — automating both apps means every scheduled appointment updates your customer files with complete continuity.
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 Simpro + TidyCal

Build and manage your Simpro + TidyCal automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Simpro + TidyCal 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 TidyCal?
Frequently Asked Questions
You can connect Simpro to TidyCal in 1 click using ready-made automations on Integrately, or use Integrately AI to build your exact workflow. It links your scheduling data with Google Calendar, QuickBooks Online, Gmail, Slack, and 1,500+ other apps quickly and reliably.
Can I automatically create Simpro customers from TidyCal bookings?
Frequently Asked Questions
Can I connect Simpro, TidyCal, and Google Calendar?
Frequently Asked Questions
What is a good Zapier alternative for Simpro and TidyCal?
Frequently Asked Questions
How are customer records handled when a TidyCal booking occurs?
Frequently Asked Questions
Can I track booking cancellations in Simpro?
Frequently Asked Questions
Do I need coding skills to automate Simpro and TidyCal?
Frequently Asked Questions
Is the Simpro and TidyCal 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.

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You Can Also Connect Simpro or TidyCal With 1500+ Other Apps

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TidyCal
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Sync TidyCal with calendar, email, and productivity tools to manage your appointments and daily schedule effortlessly.
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