WA.Team + Simpro Integration

Integrate Simpro to WA.Team in one click, or tell Integrately AI how you want each job handled. Notify customers instantly, alert your field team, send follow-up reminders, and keep your job operations running smoothly.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • WA.Team
    Message is received in WA.Team 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
    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
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2.
  • WA.Team
    Send message in WA.Team
  • WA.Team
    Check and validate contact in WA.Team
  • WA.Team
    Send list message in WA.Team
  • WA.Team
    Send button message in WA.Team
  • WA.Team
    Send image in WA.Team
  • WA.Team
    Send video in WA.Team
  • WA.Team
    Send document in WA.Team
  • 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 + WA.Team Integration

Capture new jobs, send instant WhatsApp messages, update contact records, alert your team, and trigger follow-ups, all in just one click.

Most popular automationmost-popular-automations
Simpro + WA.Team Integration

Send WA.Team message for new simPRO individual customer

Anytime a new individual customer is added to your simPRO, automatically send them a message through WA.Team letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this simPRO - WA.Team integration, you can rest assured that your new individual customer will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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  • 1of1
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 + WA.Team flow

Sync customer records, schedule follow-up appointments, track invoices, and keep your team aligned across your entire stack. Pick a combination and activate it in one click.

WA.Team
Simpro
+
QuickBooks OnlineQuickBooks Online (8)
+
Google CalendarGoogle Calendar (8)
+
HubSpotHubSpot (8)
+
GmailGmail (8)
+
TwilioTwilio (8)
+
StripeStripe (8)
S
Q
W
Create a QuickBooks Online invoice when a job is created in Simpro, and send a confirmation via WA.Team
New Simpro jobs generate a QuickBooks Online invoice instantly while WA.Team notifies the customer, eliminating manual billing delays.
Q
S
W
When a QuickBooks Online invoice is updated, update the matching Simpro job and notify via WA.Team
Keep your Simpro jobs synchronised with QuickBooks Online invoice changes and update clients immediately through WA.Team.
Q
S
W
When a QuickBooks Online invoice is paid, update the customer in Simpro and send a receipt on WA.Team
Mark customers updated in Simpro the moment payment arrives in QuickBooks Online and confirm receipt on WA.Team.
S
Q
W
Create a QuickBooks Online invoice for every updated Simpro quote, and notify the client via WA.Team
Turn revised Simpro quotes into QuickBooks Online invoices automatically and inform clients through WA.Team.
Q
S
W
If a QuickBooks Online invoice exceeds 500 dollars, create a service job in Simpro and send a priority alert via WA.Team
High-value QuickBooks Online invoices automatically generate priority Simpro service jobs and alert your team on WA.Team.
Q
S
W
When a QuickBooks Online invoice is overdue, update the contact in Simpro and send a payment reminder in WA.Team
Overdue QuickBooks Online invoices trigger Simpro contact updates and prompt collection reminders via WA.Team.
Q
S
W
Use ChatGPT to summarise every new QuickBooks Online invoice, create a Simpro service job, and send a brief via WA.Team
AI analyses QuickBooks Online invoices, sets up Simpro service jobs, and sends execution summaries via WA.Team.
Q
S
H
W
Turn every paid QuickBooks Online invoice into a Simpro service job, log it in HubSpot, and notify via WA.Team
Paid QuickBooks Online invoices generate Simpro service jobs, update HubSpot deals, and alert teams on WA.Team.

Supported triggers and actions for WA.Team and Simpro

Mix and match to build the exact automation you need

WA.Team
WA.Team Triggers & Actions
Instant
Message is received in WA.Team
Triggers the automation when a new message is received
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Send message in WA.Team
Delivers a message to a designated recipient
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Check and validate contact in WA.Team
Checks and validates a contact
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Send list message in WA.Team
Sends a list message
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Send button message in WA.Team
Sends a button message
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Send image in WA.Team
Sends an image to a recipient
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Send video in WA.Team
Sends a video file to the particular recipient
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Send document in WA.Team
Sends a particular document to a designated recipient
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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
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
Try it →
Create activity schedule block in Simpro
Creates a new activity schedule block
Try it →

What can you automate with Simpro + WA.Team?

Streamline your field service operations and customer communication with automated messaging triggered by job updates and customer creations.

What you can automate?
🚀
Automate messaging for every new Simpro job
Trigger instant WA.Team messages the moment a new job is created in Simpro, keeping your clients informed without manual typing.
📋
Capture every submitted invoice and quote field
Map available Simpro invoice and quote details directly into WA.Team messages instead of basic text snippets, ensuring complete information reaches your clients.
🔔
Alert your field team instantly upon updates
Notify technicians and support staff on WA.Team immediately when a Simpro job or customer record is updated.
🔀
Route messages based on submitted field criteria
Send different WA.Team message templates depending on specific job types, customer tiers, or invoice amounts submitted in Simpro.
🔄
Keep client records synchronised across apps
Automatically update Simpro individual customers and company records whenever corresponding contact interactions occur in WA.Team.
🛡️
Prevent duplicate customer entries
Search existing Simpro records before creating new customers or contacts, ensuring your database remains clean and unfragmented.
⏱️
Handle later status changes and recurring billing
Automate follow-up messages on WA.Team whenever recurring invoices or service quotes are updated in Simpro.
🔗
Extend your workflow to QuickBooks Online
Connect Simpro and WA.Team with QuickBooks Online to generate invoices automatically and confirm billing details with clients.
And much more...

Who is Simpro + WA.Team integration for?

Field service businesses, support coordinators, and operational managers connect Simpro and WA.Team to automate client communication, eliminate manual data entry, and keep every job update visible.

Operations managers
Operations managers
Customer support leads
Customer support leads
Field service coordinators
Field service coordinators
Billing and finance staff
Billing and finance staff
Sales representatives
Sales representatives
Business owners
Business owners
📈
Operations managers
You review field service performance metrics every week but your communication logs only update when staff manually copy notes, so the completion counts you rely on are always hours behind — this integration means every new job update populates WA.Team instantly and your operational visibility stays current.
Customer support leads
You need to answer client inquiries immediately when job statuses change, but manual message dispatching leaves customers waiting too long for updates — automating both apps means every job milestone triggers instant WA.Team notifications and your support response times drop dramatically.
📋
Field service coordinators
You report on project progress to external clients who demand timely milestone updates, but manual tracking introduces costly communication gaps — with this integration, every site creation or job update syncs straight to WA.Team so your clients always know the exact project status.
📊
Billing and finance staff
The volume of new customer invoices and recurring billing updates is too high for anyone to keep up by hand, leading to missed billing notifications and delayed revenue — automating both apps means every invoice event triggers correct WA.Team alerts and your billing cycle runs without manual effort.
🔄
Sales representatives
You own the client relationship and depend on operations staff to hand over job details after a quote is won, but manual handoffs cause frustrating communication delays — connecting these apps means every Simpro quote update triggers immediate WA.Team alerts so you can engage clients at the right moment.
🗂️
Business owners
You need a reliable audit trail of customer communications and job histories across your enterprise, but manual logging leaves frustrating gaps in your records — this integration means every customer interaction and job event is logged accurately without manual data entry.
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 WA.Team + Simpro

Build and manage your WA.Team + 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 WA.Team + 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
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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 WA.Team?
Frequently Asked Questions
You can connect Simpro to WA.Team in 1 click using ready-made workflows on Integrately, or use Integrately AI to build custom automations with QuickBooks Online, Google Calendar, and HubSpot.
Can I automatically send WhatsApp messages when a new Simpro job is created?
Frequently Asked Questions
Can I connect Simpro, WA.Team, and QuickBooks Online?
Frequently Asked Questions
What is a good Zapier alternative for Simpro and WA.Team?
Frequently Asked Questions
How are Simpro customer records updated through WA.Team automation?
Frequently Asked Questions
Can I validate WA.Team contacts when Simpro jobs are updated?
Frequently Asked Questions
Do I need coding skills to automate Simpro and WA.Team?
Frequently Asked Questions
Is the Simpro and WA.Team integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Simpro or WA.Team With 1500+ Other Apps

Simpro
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WA.Team
Popular WA.Team Integrations
Sync WA.Team with CRM, helpdesk, and email marketing platforms to enhance customer support workflows.
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