Service Provider Pro + Autopilot Integration

Integrate Autopilot to Service Provider Pro in one click, or tell Integrately AI how you want each order handled. Create contacts, update lists, manage customer journeys, and sync agency billing details automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Service Provider Pro
    Order is created in Service Provider Pro Instant
  • Service Provider Pro
    Order status is changed in Service Provider Pro Instant
  • Service Provider Pro
    Tag is added to order in Service Provider Pro Instant
  • Service Provider Pro
    Invoice is paid in Service Provider Pro Instant
  • Service Provider Pro
    Invoice is refunded in Service Provider Pro Instant
  • Service Provider Pro
    Account is created in Service Provider Pro Instant
  • Service Provider Pro
    Form is submitted in Service Provider Pro Instant
  • Service Provider Pro
    Subscription is cancelled in Service Provider Pro Instant
  • Service Provider Pro
    Subscription is paid in Service Provider Pro Instant
  • Service Provider Pro
    Subscription is failed in Service Provider Pro Instant
  • Service Provider Pro
    Message is posted in Service Provider Pro Instant
  • Service Provider Pro
    Ticket is created in Service Provider Pro Instant
  • Autopilot
    Contact is added in Autopilot Instant
  • Autopilot
    Contact is added to list in Autopilot Instant
  • Autopilot
    Contact is removed from list in Autopilot Instant
  • Autopilot
    Contact is unsubscribed in Autopilot Instant
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2.
  • Autopilot
    Create contact in Autopilot
  • Autopilot
    Add contact to list in Autopilot
  • Autopilot
    Delete contact in Autopilot
  • Autopilot
    Unsubscribe contact in Autopilot
  • Autopilot
    Create list in Autopilot

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Ready Workflows Ready Workflows for Autopilot + Service Provider Pro Integration

Capture new orders, create marketing contacts, update customer lists, and trigger targeted follow-up campaigns, all in just one click.

Most popular automationmost-popular-automations
Service Provider Pro + Autopilot Integration

Create Autopilot contact for new Service Provider Pro order

When a new Service Provider Pro order is placed, it's important to create a Autopilot contact for the customer. This helps to integraiton the customer into your marketing ecosystem and allows you to track their engagement with your brand.

There are a few key pieces of information that you'll need in order to create a new marketing contact: name, email address, and order information. With this information, you can create a new Autopilot contact and start sending them targeted communications.

In addition, you can also use this opportunity to upsell or cross-sell other products. By creating a new Autopilot contact for every Service Provider Pro order, you can maximize your chances of success with each customer.
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Connect more apps to your Autopilot + Service Provider Pro flow

Sync billing records, alert your team on messaging channels, update your CRM, and manage follow-up tasks across your entire stack. Pick a combination and activate it in one click.

Service Provider Pro
Autopilot
+
StripeStripe (3)
+
SlackSlack (3)
+
HubSpotHubSpot (3)
+
AsanaAsana (3)
+
Google DriveGoogle Drive (3)
+
ZendeskZendesk (3)
S
A
S
When an order is created in Service Provider Pro, create a contact in Autopilot and create a customer in Stripe
New orders instantly generate Autopilot contacts and Stripe customers without manual data entry.
S
A
S
When an invoice is paid in Service Provider Pro, add the contact to a list in Autopilot and create a charge in Stripe
Paid invoices automatically update your Autopilot lists and log the charge in Stripe.
S
A
S
When an account is created in Service Provider Pro, create a contact in Autopilot and update the customer record in Stripe
New accounts trigger Autopilot contact creation and update billing records in Stripe.

Supported triggers and actions for Service Provider Pro and Autopilot

Mix and match to build the exact automation you need

Service Provider Pro
Service Provider Pro Triggers & Actions
Instant
Order is created in Service Provider Pro
Triggers the automation when a new order is created
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Instant
Order status is changed in Service Provider Pro
Triggers the automation when the order status changes
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Instant
Tag is added to order in Service Provider Pro
Triggers the automation when a tag is added
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Instant
Invoice is paid in Service Provider Pro
Triggers the automation when an invoice is marked as paid
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Instant
Invoice is refunded in Service Provider Pro
Triggers the automation when an invoice is refunded
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Instant
Account is created in Service Provider Pro
Triggers the automation when a new account is created
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Instant
Form is submitted in Service Provider Pro
Triggers the automation when a form is filled
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Instant
Subscription is cancelled in Service Provider Pro
Triggers the automation when a subscription is cancelled
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Instant
Subscription is paid in Service Provider Pro
Triggers the automation when a subscription fee is successfully paid
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Instant
Subscription is failed in Service Provider Pro
Triggers the automation when a subscription payment has failed
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Instant
Message is posted in Service Provider Pro
Triggers the automation when a message is posted
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Instant
Ticket is created in Service Provider Pro
Triggers the automation when a new ticket is created
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No action is available
Autopilot
Autopilot Triggers & Actions
Instant
Contact is added in Autopilot
Triggers the automation when a new contact is added
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Instant
Contact is added to list in Autopilot
Triggers the automation when a contact is added to a list
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Instant
Contact is removed from list in Autopilot
Triggers the automation when a contact is removed from a list
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Instant
Contact is unsubscribed in Autopilot
Triggers the automation when a contact unsubscribes from a mailing list
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Create contact in Autopilot
Adds a new contact to the database
Try it →
Add contact to list in Autopilot
Adds a contact to a designated list for easy management
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Delete contact in Autopilot
Removes a contact from the address book
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Unsubscribe contact in Autopilot
Removes contact from mailing list
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Create list in Autopilot
Generates a new list
Try it →

What can you automate with Autopilot + Service Provider Pro?

Streamline your agency operations by connecting client management, billing events, and marketing automation workflows.

What you can automate?
🔄
Sync every new client order directly into your marketing platform
Automatically create a contact in Autopilot the moment an order is created in Service Provider Pro. Eliminate manual copying and keep your marketing database fully synchronized with your agency sales.
📋
Capture every submitted field from client intake forms
Map detailed form submissions from Service Provider Pro straight into your Autopilot contact records. Ensure your marketing team has full context on every client requirement from day one.
🔔
Alert your team the second a new client signs up
Notify your sales or support channel in Slack whenever an order is created or a ticket is submitted in Service Provider Pro. Keep your team aligned and responsive without checking multiple dashboards.
🔀
Route contacts based on specific order criteria
Segment your audience by adding contacts to different Autopilot lists depending on order values, subscription plans, or custom tags in Service Provider Pro. Deliver tailored messaging to the right accounts.
📝
Keep client records updated across billing milestones
Automatically refresh contact details and subscription statuses in Autopilot whenever an invoice is paid or an account is updated in Service Provider Pro. Maintain accurate records automatically.
🛡️
Add or update contact profiles without creating duplicates
Prevent messy duplicate entries by updating existing contact records in Autopilot whenever returning clients submit new orders or update their details in Service Provider Pro.
💳
Handle subscription and payment status changes smoothly
Trigger specific marketing journeys or remove contacts from active lists when subscriptions are cancelled or invoices fail in Service Provider Pro. Keep your communication relevant to client status.
🔗
Extend your workflow to external project management tools
Connect your core pair with Asana or HubSpot to create tasks, open deals, and generate project files automatically whenever a new order or ticket comes through Service Provider Pro.
And much more...

Who is Autopilot + Service Provider Pro integration for?

Agency owners, marketers, and account managers use this integration to eliminate manual data entry, streamline client onboarding, and keep marketing records accurate.

Marketing directors
Marketing directors
Agency owners
Agency owners
Account managers
Account managers
Operations teams
Operations teams
Sales representatives
Sales representatives
Customer success leads
Customer success leads
📈
Marketing directors
You rely on campaign data to measure growth, but customer lists only update when someone manually exports orders, so your segmentation counts are always lagging behind — this integration means every new client order lands in your marketing platform instantly and your audience data stays current.
Agency owners
You need to act fast when new clients sign up, but manual handoffs between billing and marketing platforms cause unnecessary delays — automating both apps means every new account instantly triggers marketing journeys and internal notifications without manual intervention.
🤝
Account managers
You answer to clients who expect immediate onboarding and prompt follow-ups, but scattered records make it difficult to track who has been contacted — connecting these apps means every order and support ticket automatically syncs across your systems so client history is always visible.
📊
Operations teams
The volume of incoming client orders is too high for anyone to keep up by hand, leading to missed contact records and fragmented customer profiles — with this integration, every order, invoice, and submission creates structured records across your entire stack automatically.
💼
Sales representatives
You own the outreach step and depend on someone upstream to hand over client details, but manual notification bottlenecks stall your follow-up speed — automating these apps means new orders and form submissions flow directly into your CRM and marketing lists the second they happen.
🗂️
Customer success leads
You need a reliable history of client interactions and keep finding gaps between billing records and support logs — this integration means every account creation and ticket submission updates your contact lists so you maintain a complete picture of every client relationship.
Our team

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Why choose Integrately to automate Service Provider Pro + Autopilot

Build and manage your Service Provider Pro + Autopilot automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Service Provider Pro + Autopilot 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 Autopilot to Service Provider Pro?
Frequently Asked Questions
You can connect Autopilot to Service Provider Pro in 1 click using ready-made workflows on Integrately, or ask Integrately AI to build the automation for you. It takes just minutes to link your accounts and sync data across tools like Stripe, Slack, and HubSpot.
Can I automatically create Autopilot contacts when a new Service Provider Pro order is created?
Frequently Asked Questions
Can I connect Autopilot, Service Provider Pro, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Autopilot and Service Provider Pro?
Frequently Asked Questions
How does Autopilot handle contact data during order syncs?
Frequently Asked Questions
Can Service Provider Pro trigger updates when client accounts or tickets are created?
Frequently Asked Questions
Do I need coding skills to automate Autopilot and Service Provider Pro?
Frequently Asked Questions
Is the Autopilot and Service Provider Pro integration free?
Frequently Asked Questions
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