Simpro + Zendesk Integration

Integrate Simpro to Zendesk in one click, or tell Integrately AI how you want each job handled. Create tickets, sync customer details, update statuses, and notify your support team 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
  • Zendesk
    Ticket is solved in Zendesk
  • Zendesk
    Ticket is updated in Zendesk
  • Zendesk
    Ticket is created in Zendesk
  • Zendesk
    Ticket is created in view in Zendesk
  • Zendesk
    Activity(Audit) is added for specific ticket in Zendesk
  • Zendesk
    View is created in Zendesk
  • Zendesk
    User is created in Zendesk
  • Zendesk
    Group is created in Zendesk
  • Zendesk
    Organization is created in Zendesk
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Ready Workflows Ready Workflows for Simpro + Zendesk Integration

Create support tickets, sync customer records, update job statuses, alert your team, and manage follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Zendesk + Simpro Integration

Create simPRO individual customer from new Zendesk ticket

If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding individual customers in simPRO. Luckily, it's a process that's pretty simple to set up.

Use this {{trigger.CustomerSupport}} - simPRO integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a individual customer in simPRO.

This makes it easy to keep track of your support tickets and individual customers in one place.
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Connect more apps to your Simpro + Zendesk flow

Connect your support and job management workflows with CRMs, finance tools, and messaging channels. Pick a combination and activate it in one click.

Simpro
Zendesk
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SalesforceSalesforce (8)
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HubSpotHubSpot (8)
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StripeStripe (8)
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QuickBooks OnlineQuickBooks Online (8)
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Google CalendarGoogle Calendar (8)
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SlackSlack (8)
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Create a Zendesk ticket when a Simpro job is created, and add the contact in Salesforce.
New Simpro jobs instantly create Zendesk support tickets and update your Salesforce contacts, removing manual data entry.
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When a Zendesk ticket is created, create a service job in Simpro and update Salesforce.
Incoming support requests automatically generate Simpro service jobs and log updates in Salesforce.
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Update your Zendesk tickets and Salesforce records when a Simpro job is updated.
Job modifications in Simpro automatically propagate to Zendesk tickets and Salesforce account records.
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Create a Simpro service job and log a task in Salesforce when a Zendesk ticket is updated.
Ticket updates trigger new service jobs in Simpro and log follow-up tasks in Salesforce.
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If a Simpro job is created for an enterprise customer, create a high-priority Zendesk ticket and update Salesforce.
Enterprise customer jobs in Simpro route priority tickets to Zendesk and flag accounts in Salesforce.
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When a Zendesk ticket is solved, update the Simpro job status and log it in Salesforce.
Solved support tickets automatically update corresponding Simpro jobs and record completion in Salesforce.
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Use Claude to summarise new Zendesk tickets, create a Simpro job, and update Salesforce.
AI-analysed support tickets generate structured Simpro service jobs and update Salesforce records.
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When a Simpro invoice is created, open a Zendesk ticket and create a deal in Salesforce.
New Simpro invoices generate billing support tickets and create financial deals in Salesforce.

Supported triggers and actions for Simpro and Zendesk

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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Get contact by ID in Simpro
Retrieve contact information by unique identifier
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Create lead in Simpro
Adds a new lead to the database
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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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Zendesk
Zendesk Triggers & Actions
Ticket is solved in Zendesk
Triggers the automation when a ticket is solved
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Ticket is updated in Zendesk
Triggers the automation when a ticket is updated
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Ticket is created in Zendesk
Triggers the automation when a new ticket is created
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Ticket is created in view in Zendesk
Triggers the automation when a new ticket is created in a particular view
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Activity(Audit) is added for specific ticket in Zendesk
Triggers the automation when a ticket is audited
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View is created in Zendesk
Triggers the automation when a new view is created
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User is created in Zendesk
Triggers the automation when a new user is created
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Group is created in Zendesk
Triggers the automation when a new group is created
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Organization is created in Zendesk
Triggers the automation when a new organization is created
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Get organization by id in Zendesk
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Create ticket in Zendesk
Generates a new ticket
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Update ticket in Zendesk
Updates ticket information
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Add comment to ticket in Zendesk
Adds a comment to a ticket
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Search ticket in Zendesk
Searches for a ticket
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Add tag to ticket in Zendesk
Adds a tag to a ticket for easy categorization and tracking
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Create user in Zendesk
Generates a new user account
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Update user in Zendesk
Updates user information
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Search agent in Zendesk
Searches for agent based on criteria
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Search user in Zendesk
Searches for a user
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Get user by id in Zendesk
Retrieves user information using their id
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Create organization in Zendesk
Generates a new invoice
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Update organization in Zendesk
Updates organization information
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Search organization in Zendesk
Finds and retrieves information about a organization
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Search group in Zendesk
Searches for a group
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What can you automate with Simpro + Zendesk?

Streamline your field service operations and customer support with seamless data syncing and automated actions.

What you can automate?
🎫
Create Zendesk tickets from new Simpro jobs
Automatically open a support ticket in Zendesk the moment a new job or work order is created in Simpro. Your support staff gets instant visibility into field operations.
📋
Capture every submitted customer field
Map all custom customer details and job requirements from Simpro straight into Zendesk tickets. Your support agents get complete context without manual copy-pasting.
🔔
Alert your team as soon as tickets arrive
Send instant channel notifications in Slack or email alerts whenever a new Simpro job triggers a Zendesk ticket. Your team responds immediately to high-priority requests.
🔀
Route records based on submitted criteria
Branch your automation workflow depending on whether a Simpro customer is enterprise tier or standard. High-value clients trigger priority routing in Zendesk automatically.
🔄
Keep destinations updated as jobs change
Synchronize status updates between Simpro jobs and Zendesk tickets in real time. When field details change on site, your support tickets reflect the updates instantly.
🔍
Search and update instead of creating duplicates
Check whether a customer already exists in Zendesk before creating a new record from Simpro data. Keep your databases clean and free of duplicate profiles.
Handle later status changes like ticket closure
Automatically update Simpro job statuses when corresponding Zendesk tickets are marked solved or closed. Operational records close out in sync with support.
🔌
Extend your workflow to messaging and CRMs
Connect your core Simpro and Zendesk flow to Slack, HubSpot, or Google Calendar for multi-step automations that span your entire business stack.
And much more...

Who is Simpro + Zendesk integration for?

Field service providers, support managers, and operations teams connect Simpro and Zendesk to eliminate manual data entry and streamline customer service.

Operations directors
Operations directors
Support dispatchers
Support dispatchers
Account managers
Account managers
Customer support teams
Customer support teams
Field service technicians
Field service technicians
Service coordinators
Service coordinators
📈
Operations directors
You're reviewing field service metrics across disparate systems but your tracking reports only update when someone manually exports job data, so the completion counts you're optimising against are always a few hours behind — with this integration, every new job and ticket syncs instantly and your operational data stays current.
Support dispatchers
You're managing incoming customer inquiries in Zendesk but have to re-enter details into Simpro by hand to dispatch technicians, so urgent service requests stall while waiting for manual data entry — automating both apps means every support ticket creates a service job instantly and your team dispatches without delay.
🤝
Account managers
You answer to key clients who expect real-time progress updates on their active service jobs, but your support tickets and job management records live in separate silos, so you spend hours cross-referencing tabs before client calls — connecting these apps means every job status change updates tickets automatically and your client reports are always accurate.
📊
Customer support teams
You're handling high volumes of customer requests where every ticket requires checking field service history in Simpro, leading to tedious tab-switching and delayed customer responses — this integration means every support interaction links directly to Simpro data and your team resolves inquiries faster.
🔧
Field service technicians
You rely on office staff to hand over job notes and customer details from Zendesk before heading out on site, but critical instructions get missed in translation, so you arrive on site unprepared — automating Simpro and Zendesk means every work order carries complete ticket context straight to your mobile device.
🗂️
Service coordinators
You need a reliable audit history linking customer support inquiries to completed field service jobs, but manual record-keeping leaves gaps in your tracking, so compliance audits become stressful — integrating Simpro and Zendesk means every ticket and job links together permanently without missing a single entry.
Our team

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Why choose Integrately to automate Simpro + Zendesk

Build and manage your Simpro + Zendesk 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 + Zendesk 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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Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Simpro to Zendesk?
Frequently Asked Questions
You can connect Simpro to Zendesk in 1 click using ready workflows on Integrately or by asking Integrately AI to build your custom automation. It links Simpro with Zendesk alongside tools like Salesforce, HubSpot, and Slack.
Can I automatically create Zendesk tickets when a Simpro job is created?
Frequently Asked Questions
Can I connect Simpro, Zendesk, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Simpro and Zendesk?
Frequently Asked Questions
How does Simpro data sync with Zendesk tickets?
Frequently Asked Questions
Can I update Zendesk tickets when Simpro jobs change?
Frequently Asked Questions
Do I need coding skills to automate Simpro and Zendesk?
Frequently Asked Questions
Is the Simpro and Zendesk integration free?
Frequently Asked Questions
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