Simpro + Wrike Integration

Integrate Simpro to Wrike in one click, or tell Integrately AI how you want each job handled. Create tasks, update project statuses, notify your team, and track field operations 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
  • Wrike
    Task is created in Wrike Instant
  • Wrike
    Task status is changed in Wrike Instant
  • Wrike
    Comment is created in Wrike Instant
  • Wrike
    Folder is created in Wrike Instant
  • Wrike
    Attachment is added in Wrike 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
  • Wrike
    Create task in Wrike
  • Wrike
    Get task by Id in Wrike
  • Wrike
    Create a timelog in Wrike
  • Wrike
    Create folder in Wrike
  • Wrike
    Add a comment in task in Wrike
  • Wrike
    Add a comment in folder in Wrike
  • Wrike
    Create project in Wrike
  • Wrike
    Get folder by Id in Wrike

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Ready Workflows Ready Workflows for Simpro + Wrike Integration

Capture new jobs, create matching tasks, update project statuses, notify your team, and log details, all in just one click.

Most popular automationsmost-popular-automations
Simpro + Wrike Integration

Create Wrike task for new simPRO individual customer

simPRO and Wrike are both powerful tools that, when used correctly, can help you become more productive.

When you create a individual customer in simPRO, do you also create a task in Wrike? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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  • 1of1
Got a different task in mind? Describe it

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Connect more apps to your Simpro + Wrike flow

Send job updates to your CRM, notify your team on messaging apps, and keep accounting ledgers aligned. Pick a combination and activate it in one click.

Simpro
Wrike
+
QuickBooks OnlineQuickBooks Online (8)
+
SalesforceSalesforce (8)
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SlackSlack (8)
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GmailGmail (8)
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Google DriveGoogle Drive (8)
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XeroXero (8)
S
W
Q
Create a Wrike task and generate a QuickBooks Online invoice for every new Simpro job.
New Simpro jobs instantly trigger a Wrike task and an invoice in QuickBooks Online without manual data re-entry.
S
W
Q
When a Simpro quote is created, create a Wrike project and create a QuickBooks Online customer.
New Simpro quotes establish a Wrike project and set up the customer profile in QuickBooks Online automatically.
W
S
Q
When a Wrike task status is changed, update the Simpro job and update the QuickBooks Online invoice.
Task status updates in Wrike automatically synchronize your Simpro job progress and QuickBooks Online billing records.
W
Q
S
Create a QuickBooks Online invoice for every completed Wrike task, and update the Simpro job status.
Completed Wrike tasks generate QuickBooks Online invoices and trigger job updates in Simpro automatically.
S
W
Q
If a Simpro job is high priority, create a Wrike project and create a QuickBooks Online sales receipt.
High-priority Simpro jobs trigger specialized Wrike projects and QuickBooks Online sales receipts based on job attributes.
Q
W
S
When a QuickBooks Online invoice is paid, update the Wrike task status and update the Simpro job.
Paid invoices in QuickBooks Online automatically update your Wrike task status and Simpro job records.
S
W
Q
Use Claude to summarize every new Simpro job note, create a Wrike task, and create a QuickBooks Online estimate.
Claude summarizes Simpro job notes to create organized Wrike tasks and generate QuickBooks Online estimates.
S
W
Q
S
Turn every new Simpro job into a Wrike project, create a QuickBooks Online invoice, and notify your finance channel in Slack.
New Simpro jobs create Wrike projects, generate QuickBooks Online invoices, and announce details in Slack.

Supported triggers and actions for Simpro and Wrike

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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Wrike
Wrike Triggers & Actions
Instant
Task is created in Wrike
Triggers the automation when a new task is created
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Instant
Task status is changed in Wrike
Triggers the automation when the status of a task is changed
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Instant
Comment is created in Wrike
Triggers the automation when a new comment is created
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Instant
Folder is created in Wrike
Triggers the automation when a new folder is created
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Instant
Attachment is added in Wrike
Triggers the automation when a new attachment is added
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Create task in Wrike
Creates a new task
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Get task by Id in Wrike
Retrieves a task using its id
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Create a timelog in Wrike
Record and track the time spent
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Create folder in Wrike
Creates a new folder in the designated location
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Add a comment in task in Wrike
Adds a comment to a task in the workflow
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Add a comment in folder in Wrike
Adds a comment to a folder within the designated workspace
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Create project in Wrike
Creates a new project
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Get folder by Id in Wrike
Retrieve a folder from a database or storage system using its id
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What can you automate with Simpro + Wrike?

Connect your field management and project tracking to automate task creation, status synchronization, and team alerts in one click.

What you can automate?
๐Ÿงพ
Create Wrike tasks automatically from every new Simpro job
Generate a Wrike task the moment a service job or quote is created in Simpro. Eliminate manual handoffs and ensure your project team starts work immediately.
๐Ÿ“‹
Capture every custom field and job detail
Map complete customer information, site locations, and service notes from Simpro into Wrike instead of just basic names. Your project boards become comprehensive operational records.
๐Ÿ””
Notify your team the moment tasks are created
Instantly alert project coordinators and field managers when new work arrives from Simpro. Keep everyone informed without switching between multiple browser tabs.
๐Ÿ”€
Route projects based on service type or priority
Send high-priority jobs to executive Wrike folders while routine service requests go to standard queues. Tailor your workflow based on specific data submitted in Simpro.
๐Ÿ”„
Keep project statuses synchronized across platforms
Automatically update Wrike tasks when job statuses change in Simpro. Ensure management and field workers view the exact same progress state at all times.
๐Ÿ”
Search and update existing records safely
Check whether a customer or contact already exists in Wrike before creating new entries. Prevent duplicate tasks and keep your workspace clean and organised.
โฑ๏ธ
Manage later status changes and project closures
Trigger follow-up tasks, timelogs, or archiving actions in Wrike when a Simpro job or recurring invoice is updated or completed.
๐Ÿ”Œ
Extend your workflow to accounting and messaging apps
Connect Simpro and Wrike with tools like Slack, QuickBooks Online, or Gmail to notify stakeholders, generate invoices, and keep your entire tech stack aligned.
And much more...

Who is Simpro + Wrike integration for?

Operations managers, field supervisors, and project coordinators connect Simpro to Wrike to eliminate manual data entry, streamline project tracking, and maintain accurate operational visibility.

Operations Managers
Operations Managers
Field Service Supervisors
Field Service Supervisors
Account Managers
Account Managers
Project Coordinators
Project Coordinators
Finance Specialists
Finance Specialists
Quality Assurance Leads
Quality Assurance Leads
๐Ÿ“ˆ
Operations Managers
You're managing field schedules and project timelines, but your task boards only update when someone manually copies data, so the progress reports you present to leadership are always a few hours behind โ€” with this integration, every new job lands in Wrike instantly and your operational visibility stays current.
๐Ÿ› ๏ธ
Field Service Supervisors
You need to dispatch crews and coordinate tasks fast, but field updates sit in Simpro until someone manually creates project items, so your team finds out about scheduling changes too late โ€” with this integration, every job change updates your Wrike workspace immediately so everyone stays aligned.
๐Ÿค
Account Managers
You answer to clients who want daily progress updates, but tracking down field status across different platforms means you spend hours piecing together reports โ€” with this integration, every project milestone syncs directly between Simpro and Wrike so your clients always see accurate progress.
๐Ÿ“Š
Project Coordinators
The volume of daily service requests and jobs is too high for anyone to keep up by hand, leading to missed tasks and dropped follow-ups โ€” with this integration, every Simpro event automatically populates your Wrike projects without manual data entry.
๐Ÿ’ฐ
Finance Specialists
You own the billing and invoicing step and depend on field teams to hand over completed work notes, but paper trails and delayed handoffs slow down your billing cycle โ€” with this integration, completed field updates flow straight into your project management pipeline so invoicing happens on time.
๐Ÿ“‹
Quality Assurance Leads
You need a reliable audit history of every service job and task execution, but manual logging leaves gaps in your project records โ€” with this integration, every customer and job update creates a complete, unbroken digital trail.
Our team

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Why choose Integrately to automate Simpro + Wrike

Build and manage your Simpro + Wrike 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 + Wrike 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 โ€” 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?

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Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Simpro to Wrike?
Frequently Asked Questions
Connecting Simpro to Wrike is fast and easy using Integrately. You can select from ready-made 1-click workflows or ask Integrately AI to build a custom integration tailored to your exact operational requirements.
Can I automatically create Wrike tasks from new Simpro jobs?
Frequently Asked Questions
Can I connect Simpro, Wrike, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Simpro and Wrike?
Frequently Asked Questions
How do Simpro customer updates sync with Wrike?
Frequently Asked Questions
Can Wrike task status changes update Simpro jobs?
Frequently Asked Questions
Do I need coding skills to automate Simpro and Wrike?
Frequently Asked Questions
Is the Simpro and Wrike integration free?
Frequently Asked Questions
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You Can Also Connect Simpro or Wrike With 1500+ Other Apps

Simpro
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Wrike
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Sync Wrike with communication, document, and tracking tools to keep your projects moving.
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