Zoho Projects + Simpro Integration

Integrate Simpro to Zoho Projects in one click, or tell Integrately AI how you want each job handled. Assign team members, track logged time, update project statuses, and notify project managers instantly.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Zoho Projects
    Task is created in Zoho Projects
  • Zoho Projects
    Task is completed in project in Zoho Projects
  • Zoho Projects
    Task status is changed to closed in Zoho Projects
  • Zoho Projects
    Project is created in Zoho Projects
  • Zoho Projects
    Project is updated in Zoho Projects
  • Zoho Projects
    Task list is created in Zoho Projects
  • Zoho Projects
    Log time is created in Zoho Projects
  • Zoho Projects
    Bug is created in Zoho Projects
  • Zoho Projects
    Milestone is created in Zoho Projects
  • 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.
  • Zoho Projects
    Search task in Zoho Projects
  • Zoho Projects
    Create project in Zoho Projects
  • Zoho Projects
    Update project in Zoho Projects
  • Zoho Projects
    Search project in Zoho Projects
  • Zoho Projects
    Create task in Zoho Projects
  • Zoho Projects
    Create task list in Zoho Projects
  • Zoho Projects
    Add a time log in Zoho Projects
  • Zoho Projects
    Create bug in Zoho Projects
  • Zoho Projects
    Create milestone in Zoho Projects
  • Zoho Projects
    Search task list in Zoho Projects
  • 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 + Zoho Projects Integration

Create tasks from new jobs, log time, track project milestones, and update statuses, 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 + Zoho Projects flow

Extend your project management and job workflows with invoicing, team alerts, and document storage. Pick a combination and activate it in one click.

Zoho Projects
Simpro
+
QuickBooks OnlineQuickBooks Online (4)
+
XeroXero (4)
+
SlackSlack (4)
+
GmailGmail (4)
+
Google DriveGoogle Drive (4)
+
StripeStripe (4)
S
Q
Z
Create a QuickBooks Online invoice for every Simpro job, and add a matching task in Zoho Projects.
New Simpro jobs generate a QuickBooks Online invoice and a Zoho Projects task simultaneously, eliminating manual financial entries.
Q
S
Z
When a QuickBooks Online invoice is updated, update the job in Simpro and create a task in Zoho Projects.
Invoice updates in QuickBooks Online instantly trigger status adjustments in Simpro and create follow-up tasks in Zoho Projects.
Q
S
Z
Log QuickBooks Online payments against Simpro jobs and update project milestones in Zoho Projects.
Payment receipts in QuickBooks Online update your Simpro job records and mark milestones complete in Zoho Projects.
Q
S
Z
Use ChatGPT to review QuickBooks Online expenses, log them in Simpro, and create a budget task in Zoho Projects.
ChatGPT analyzes QuickBooks Online expense records before updating Simpro and adding review tasks in Zoho Projects.

Supported triggers and actions for Zoho Projects and Simpro

Mix and match to build the exact automation you need

Zoho Projects
Zoho Projects Triggers & Actions
Task is created in Zoho Projects
Triggers the automation when a new task is created
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Task is completed in project in Zoho Projects
Triggers the automation when any task is completed in a particular project
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Task status is changed to closed in Zoho Projects
Triggers the automation when a task status is changed to closed
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Project is created in Zoho Projects
Triggers the automation when a new project is created
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Project is updated in Zoho Projects
Triggers the automation when a project is updated
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Task list is created in Zoho Projects
Triggers the automation when a new task list is created
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Log time is created in Zoho Projects
Triggers the automation when a log time is created
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Bug is created in Zoho Projects
Triggers the automation when a bug is created
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Milestone is created in Zoho Projects
Triggers the automation when a new milestone is created
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Search task in Zoho Projects
Searches for a task
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Create project in Zoho Projects
Creates a new project
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Update project in Zoho Projects
Updates project information
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Search project in Zoho Projects
Searches for a project
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Create task in Zoho Projects
Creates a new task
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Create task list in Zoho Projects
Creates a new task list
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Add a time log in Zoho Projects
Track and record time spent on tasks
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Create bug in Zoho Projects
Logs a new bug
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Create milestone in Zoho Projects
Creates a milestone to track progress
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Search task list in Zoho Projects
Searches for a task list
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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 + Zoho Projects?

Connect your job management and project workflows to eliminate manual data entry across systems.

What you can automate?
🚀
Create project tasks from new service jobs
Automatically open a new task in Zoho Projects the moment a job is created in Simpro, ensuring your project team starts work immediately without waiting for manual handoffs.
📋
Capture every submitted customer and site field
Map complete customer details, site addresses, and job descriptions from Simpro directly into Zoho Projects fields so your team has all necessary context.
🔔
Alert project managers instantly on updates
Send immediate notifications to the right team members in Slack or Gmail whenever a Simpro quote or invoice changes status.
🔀
Route tasks based on job priority or type
Create high-priority tasks in Zoho Projects when emergency service jobs are logged in Simpro, and standard tasks for routine maintenance.
🔄
Keep project statuses synchronized continuously
Update task statuses in Zoho Projects automatically when job milestones or recurring invoices are updated in Simpro.
🔍
Prevent duplicate records with intelligent search
Search existing customers and companies in Simpro and Zoho Projects before creating new entries to keep your databases clean.
💵
Automate billing and invoice workflows
Generate invoices and track payment milestones across Simpro and Zoho Projects the moment service work is completed.
🔗
Extend workflows to accounting and storage tools
Connect Simpro and Zoho Projects with QuickBooks Online, Google Drive, or Stripe to handle invoicing and document archiving in one flow.
And much more...

Who is Simpro + Zoho Projects integration for?

Field service directors, project managers, and operations leads who need to synchronize job management and project execution without manual double-entry.

Operations directors
Operations directors
Project coordinators
Project coordinators
Account managers
Account managers
Dispatch supervisors
Dispatch supervisors
Field technicians
Field technicians
Quality assurance leads
Quality assurance leads
📈
Operations directors
You're reviewing field service metrics across disparate systems but your project boards only update when someone manually re-keys job statuses, so the completion counts you're reporting against are always delayed — this integration means every new Simpro job creates a Zoho Projects task instantly and your operational metrics stay current.
Project coordinators
You need to assign resources as soon as a service call is booked, but you find out about new field jobs hours later when dispatch finishes paperwork — with this integration, task creation happens automatically the moment a job is logged.
🤝
Account managers
You answer to clients who expect real-time visibility into project milestones, but updating timelines across both field software and task boards causes constant bottlenecks — automating both apps means milestones sync the second work progresses.
📊
Dispatch supervisors
The volume of daily service calls is too high for your team to manually copy customer details and job requirements into task management tools without making mistakes — connecting these apps means every customer record flows over accurately.
🔄
Field technicians
You finish service jobs in the field and depend on office staff to manually trigger project billing and task closure, creating frustrating handoff delays — with this integration, job updates immediately drive downstream project workflows.
📋
Quality assurance leads
You need a reliable audit trail of every job and its corresponding project tasks, but manual entry leaves frequent gaps in your tracking history — this integration means every record and milestone is captured without omission.
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 Zoho Projects + Simpro

Build and manage your Zoho Projects + 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 Zoho Projects + 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
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Simpro to Zoho Projects?
Frequently Asked Questions
You can connect Simpro to Zoho Projects instantly using 1-click automations on Integrately. Pick a ready template or ask Integrately AI to build your custom flow with apps like QuickBooks Online, Slack, and Gmail.
Can I automatically create Zoho Projects tasks from new Simpro jobs?
Frequently Asked Questions
Can I connect Simpro, Zoho Projects, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Simpro and Zoho Projects?
Frequently Asked Questions
How do Simpro customer updates sync with Zoho Projects?
Frequently Asked Questions
Can I track time and project milestones between Simpro and Zoho Projects?
Frequently Asked Questions
Do I need coding skills to automate Simpro and Zoho Projects?
Frequently Asked Questions
Is the Simpro and Zoho Projects integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Simpro or Zoho Projects With 1500+ Other Apps

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Zoho Projects
Popular Zoho Projects Integrations
Sync Zoho Projects with document storage, time tracking, and support desk tools to keep project management connected.