Simpro + WhatsApp Integration

Integrate Simpro to WhatsApp in one click, or tell Integrately AI how you want each job handled. Create service jobs, send template messages, notify clients, and trigger follow-ups automatically.

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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
  • WhatsApp
    Message is received in WhatsApp Instant
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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
  • WhatsApp
    Send message (using template) in WhatsApp
  • WhatsApp
    Send message in WhatsApp

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Ready Workflows Ready Workflows for Simpro + WhatsApp Integration

Send messages, notify customers, update quotes, schedule activities, and alert your team, all in just one click.

Most popular automationmost-popular-automations
Simpro + WhatsApp Integration

Send WhatsApp message for new simPRO individual customer

Anytime a new individual customer is added to your simPRO, automatically send them a message through WhatsApp 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 - WhatsApp 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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Connect more apps to your Simpro + WhatsApp flow

Sync customer data with accounting tools, schedule follow-ups, and notify teams across your entire tech stack. Pick a combination and activate it in one click.

Simpro
WhatsApp
+
QuickBooks OnlineQuickBooks Online (6)
+
GmailGmail (6)
+
Google CalendarGoogle Calendar (5)
+
StripeStripe (5)
+
XeroXero (5)
+
AsanaAsana (5)
S
Q
W
Create a QuickBooks Online invoice for every new Simpro invoice, and send a confirmation on WhatsApp.
Simpro invoices instantly generate matching QuickBooks Online records while sending client notifications via WhatsApp, eliminating manual financial data entry.
S
Q
W
When a Simpro company customer is created, add them in QuickBooks Online and welcome them on WhatsApp.
New Simpro company customers automatically sync to QuickBooks Online while triggering a personalized welcome message on WhatsApp.
S
Q
W
When a Simpro quote is created, generate a QuickBooks Online estimate and notify the client on WhatsApp.
Simpro quotes automatically establish QuickBooks Online estimates while updating customers via WhatsApp, keeping sales pipelines aligned.
S
Q
W
When an invoice is updated in Simpro, update the QuickBooks Online record and notify the client on WhatsApp.
Invoice modifications in Simpro instantly update QuickBooks Online and trigger real-time WhatsApp status alerts for clients.
S
C
Q
W
Use ChatGPT to analyse every new Simpro invoice before updating QuickBooks Online and messaging on WhatsApp.
ChatGPT reviews new Simpro invoices for billing anomalies before syncing to QuickBooks Online and notifying clients on WhatsApp.
S
Q
W
Turn every completed Simpro job into a QuickBooks Online sales receipt and notify your finance team on WhatsApp.
Completed Simpro jobs generate QuickBooks Online sales receipts while alerting finance teams instantly on WhatsApp.

Supported triggers and actions for Simpro and WhatsApp

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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WhatsApp
WhatsApp Triggers & Actions
Instant
Message is received in WhatsApp
Triggers the automation when a new message is received
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Send message (using template) in WhatsApp
Sends a message using a template
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Send message in WhatsApp
Delivers a message to a designated recipient
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What can you automate with Simpro + WhatsApp?

Streamline your field service operations by automating routine messaging, job updates, and customer notifications.

What you can automate?
🚀
Instant Job and Message Synchronization
Trigger automated WhatsApp messages the moment a new job or invoice is created in Simpro. Eliminate manual notification delays and keep your customers fully informed.
📋
Capture Every Submitted Field
Map all custom quote details, site addresses, and customer notes directly into your messaging workflows instead of just basic contact names.
🔔
Notify the Right Person Immediately
Alert field technicians and support staff on WhatsApp the second an urgent customer request or schedule change occurs in Simpro.
🔀
Conditional Routing Based on Fields
Send different WhatsApp templates or route tasks to specific teams depending on whether a Simpro quote is accepted, revised, or rejected.
🔄
Keep Destination Records Up to Date
Automatically update customer records, invoices, and job statuses across your entire software stack whenever modifications happen in Simpro.
🔍
Add or Update Without Creating Duplicates
Search for existing customer profiles and site records before creating new entries, keeping your database clean and organized.
💳
Handle Later Status Changes and Payments
Automate follow-up messages and record updates when recurring invoices are updated, payments fail, or service jobs reach completion.
🔗
Extend Workflows to Supporting Apps
Connect your Simpro and WhatsApp automation to tools like QuickBooks Online, Gmail, or Asana for multi-step operational efficiency.
And much more...

Who is Simpro + WhatsApp integration for?

Field service businesses, operations managers, and support teams eliminate manual data entry and speed up customer communication by connecting Simpro and WhatsApp.

Operations Directors
Operations Directors
Field Service Coordinators
Field Service Coordinators
Account Managers
Account Managers
Customer Support Teams
Customer Support Teams
Service Dispatchers
Service Dispatchers
Simpro Administrators
Simpro Administrators
📈
Operations Directors
You're tracking daily job metrics across disconnected systems but your reporting sheet only updates when someone manually exports orders, so the row counts you're reviewing are always outdated — with this integration, every new job flows instantly and your data stays current.
⚡
Field Service Coordinators
You need to dispatch technicians immediately when emergencies arise, but you find out about new service bookings too late because staff are busy copying details — with this integration, every update triggers instant WhatsApp alerts so your team acts fast.
🤝
Account Managers
You answer to clients who constantly request project updates, but tracking down progress across service software takes hours — with this integration, every status change sends automated messages and keeps client communications transparent.
📞
Customer Support Teams
The incoming ticket and message volume is too high for anyone to keep up by hand, leading to missed client inquiries and delayed replies — with this integration, automated messaging handles routine customer notifications effortlessly.
⚙️
Service Dispatchers
You own the scheduling step and depend on sales staff upstream to hand over completed quotes, but paperwork delays stall your workflow — with this integration, every approved quote creates jobs and tasks instantly.
🗂️
Simpro Administrators
You need a reliable history of all customer interactions and keep finding gaps where manual data entry was missed — with this integration, every transaction and task logs automatically without human error.
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Why choose Integrately to automate Simpro + WhatsApp

Build and manage your Simpro + WhatsApp 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 + WhatsApp 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.
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How Integrately Works?

1
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Frequently Asked Questions

How do I connect Simpro to WhatsApp?
Frequently Asked Questions
You can connect Simpro to WhatsApp in 1 click using ready-made workflows on Integrately. You can also use Integrately AI to build custom multi-step automations connecting Simpro, WhatsApp, and tools like QuickBooks Online, Gmail, and Asana without any coding.
Can I automatically send WhatsApp messages when a new Simpro job is created?
Frequently Asked Questions
Can I connect Simpro, WhatsApp, and QuickBooks Online?
Frequently Asked Questions
What is a good Zapier alternative for Simpro and WhatsApp?
Frequently Asked Questions
How does Simpro data sync with WhatsApp messaging?
Frequently Asked Questions
Can I use WhatsApp Cloud API triggers with Simpro?
Frequently Asked Questions
Do I need coding skills to automate Simpro and WhatsApp?
Frequently Asked Questions
Is the Simpro and WhatsApp integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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

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WhatsApp
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Sync WhatsApp with customer support desks, marketing tools, and survey platforms to enhance client engagement.
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