Deputy + Simpro Integration

Q: Can I automatically create a Simpro job when a location is created in Deputy?

You can create a Simpro job automatically whenever a new location is registered in Deputy using 1-click automations on Integrately. There is a ready workflow available to start syncing your operations instantly.

Q: Can I connect Deputy, Simpro, and Slack?

You can connect Deputy, Simpro, and Slack to run multi-step workflows that trigger jobs and notify your team channels instantly. It also connects with QuickBooks Online, Google Drive, and 1,500+ other apps.

Q: What is a good Zapier alternative for Deputy and Simpro?

Most alternatives charge high fees for multi-step flows, but Integrately offers 20 million+ ready templates, 24/5 live chat support, and AI-assisted building to connect Deputy and Simpro at a lower cost.

Q: How does Deputy handle location and staff data during integration?

Deputy transfers location and personnel records securely to Simpro the moment creation events occur. You can start from a ready workflow to automate your scheduling data transfer.

Q: Can I update customer details in Simpro when jobs change?

You can update company customers and individual contacts in Simpro automatically whenever related job or invoice events trigger. There is a ready template available on Integrately.

Q: Do I need coding skills to set up Deputy and Simpro automations?

You do not need any coding skills to connect Deputy and Simpro. You can use ready templates or describe your workflow in plain English to let Integrately AI build it for you.

Q: Is the Deputy and Simpro integration free?

The Deputy and Simpro integration is available on Integrately with a free forever plan so you can start automating your field service workflows right away.

Integrate Deputy to Simpro in one click, or tell Integrately AI how you want each location handled. Capture new locations, create matching jobs, notify your team, and streamline operations automatically.

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Notification is created in Deputy
Location is created in Deputy
Post is created in Deputy
Area/department is created in Deputy
People is created in Deputy
Contact is created in Simpro Instant
Invoice is created in Simpro Instant
Invoice is updated in Simpro Instant
Recurring invoice is created in Simpro Instant
Recurring invoice is updated in Simpro Instant
Job is created in Simpro Instant
Company customer created in Simpro Instant
Job is updated in Simpro Instant
Company customer updated in Simpro Instant
Site is created in Simpro Instant
Site is updated in Simpro Instant
Individual customer created in Simpro Instant
Individual customer updated in Simpro Instant
Quote is created in Simpro Instant
Quote is updated in Simpro Instant

Create people in Deputy
Create my unavailability in Deputy
Create area/department in Deputy
Create sales data in Deputy
Create location in Deputy
Create post in Deputy
Create start shift in Deputy
Get contact by ID in Simpro
Create lead in Simpro
Update contact in Simpro
Update lead in Simpro
Create individual customer in Simpro
Search individual customer in Simpro
Search company customer in Simpro
Create contact in Simpro
Create company customer in Simpro
Create service job in Simpro
Search job in Simpro
Create site in Simpro
Search contact in Simpro
Search site in Simpro
Create service quote in Simpro
Search quote in Simpro
Create activity schedule block in Simpro

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Ready Workflows for Deputy + Simpro Integration

Capture new locations, create service jobs, update company customers, keep records updated, and send team alerts, all in just one click.

Create simPRO individual customer for new Deputy contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Deputy - simPRO integration, anytime a new Deputy contact is created, an simPRO individual customer should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.

Activate

Create Deputy contact for new simPRO individual customer

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this simPRO - Deputy integration, anytime a new simPRO individual customer is created, an Deputy contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.

Activate

When Individual customer created in simPRO > Check condition > Create people in Deputy

Simpro + Deputy Integration

Activate

When People is created in Deputy > Check condition > Create individual customer in simPRO

Deputy + Simpro Integration

Activate

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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Deputy + Simpro flow

Connect invoicing, team messaging, email updates, and storage tools to extend your automation workflow. Pick a combination and activate it in one click.

Xero (5)

Gmail (5)

Slack (5)

QuickBooks Online (5)

Google Drive (5)

Stripe (5)

Create a service job in Simpro when a location is created in Deputy, and create an invoice in Xero.

New Deputy locations immediately generate a Simpro service job and a matching invoice in Xero without manual data entry.

When an invoice is created in Simpro, create a contact in Xero and post a notification in Deputy.

Simpro invoices automatically sync client contacts to Xero and notify staff in Deputy.

When a company customer is created in Simpro, create a contact in Xero and add a department in Deputy.

New Simpro company customers register in Xero and establish corresponding departments in Deputy.

When a quote is created in Simpro, create a Xero quote and notify team members in Deputy.

New Simpro quotes update Xero accounts and broadcast updates through Deputy posts.

When an invoice is updated in Simpro, update the Xero invoice and create sales data in Deputy.

Invoice updates in Simpro synchronize financial records in Xero and log sales metrics in Deputy.

Create a service job in Simpro when a location is created in Deputy, and email confirmation via Gmail.

New Deputy locations generate Simpro service jobs and send automated confirmation emails through Gmail.

When a job is created in Simpro, send an assignment email in Gmail and create a post in Deputy.

Simpro job creation triggers dispatch emails in Gmail and internal announcements in Deputy.

When a quote is created in Simpro, email the proposal via Gmail and notify staff in Deputy.

New Simpro quotes send client proposals via Gmail while informing staff through Deputy posts.

When people are created in Deputy, create an individual customer in Simpro and send a welcome email in Gmail.

New Deputy personnel register as individual Simpro customers and receive Gmail welcomes.

When an invoice is created in Simpro, email the statement via Gmail and log sales data in Deputy.

Simpro invoices trigger client billing emails in Gmail and performance metrics in Deputy.

Create a service job in Simpro when a location is created in Deputy, and alert the team on Slack.

New Deputy locations generate Simpro service jobs and send instant team alerts in Slack.

When a job is created in Simpro, notify the dispatch channel in Slack and create a post in Deputy.

Simpro job creation triggers instant Slack alerts and internal announcements in Deputy.

When a quote is updated in Simpro, post the update in Slack and log sales data in Deputy.

Simpro quote updates announce revisions in Slack and record sales metrics in Deputy.

When people are created in Deputy, create an individual customer in Simpro and welcome them in Slack.

New Deputy personnel register as Simpro customers and receive Slack channel welcomes.

When an invoice is created in Simpro, notify finance in Slack and create sales data in Deputy.

Simpro invoices trigger revenue channel alerts in Slack and sales logs in Deputy.

Create a service job in Simpro when a location is created in Deputy, and record an invoice in QuickBooks Online.

New Deputy locations generate Simpro service jobs and corresponding QuickBooks Online invoices.

When an invoice is created in Simpro, create a sales receipt in QuickBooks Online and post in Deputy.

Simpro invoices automatically generate QuickBooks Online sales receipts and Deputy staff updates.

When a company customer is created in Simpro, add a customer in QuickBooks Online and set up a department in Deputy.

New Simpro corporate customers register in QuickBooks Online and establish Deputy departments.

When a quote is created in Simpro, record an estimate in QuickBooks Online and notify team in Deputy.

Simpro quotes generate QuickBooks Online estimates and internal announcements in Deputy.

When an invoice is updated in Simpro, update QuickBooks Online and log sales data in Deputy.

Simpro invoice modifications update QuickBooks Online records and create sales data in Deputy.

Create a service job in Simpro when a location is created in Deputy, and save documentation in Google Drive.

New Deputy locations generate Simpro service jobs and archive site documents in Google Drive.

When a job is created in Simpro, create a project folder in Google Drive and post an update in Deputy.

Simpro job creation sets up Google Drive folders and logs internal posts in Deputy.

When a quote is created in Simpro, save the proposal in Google Drive and notify team in Deputy.

New Simpro quotes archive proposal files in Google Drive and broadcast updates in Deputy.

When people are created in Deputy, create an individual customer in Simpro and store onboarding forms in Google Drive.

New Deputy personnel register in Simpro and store onboarding documents in Google Drive.

When an invoice is created in Simpro, archive the receipt in Google Drive and create sales data in Deputy.

Simpro invoices store billing receipts in Google Drive and log sales metrics in Deputy.

Create a service job in Simpro when a location is created in Deputy, and set up a customer in Stripe.

New Deputy locations generate Simpro service jobs and initialize billing profiles in Stripe.

When an invoice is created in Simpro, generate a payment link in Stripe and create a post in Deputy.

Simpro invoices trigger Stripe payment link creation and staff notifications in Deputy.

When a company customer is created in Simpro, create a Stripe customer and add a department in Deputy.

New Simpro corporate accounts register in Stripe and establish Deputy departments.

When a quote is created in Simpro, create a Stripe invoice for the deposit and post an update in Deputy.

New Simpro quotes generate Stripe deposit invoices and internal announcements in Deputy.

When an invoice is updated in Simpro, update the Stripe charge and log sales data in Deputy.

Simpro invoice adjustments update Stripe billing charges and record sales data in Deputy.

Supported triggers and actions for Deputy and Simpro

Mix and match to build the exact automation you need

Deputy Triggers & Actions

Notification is created in Deputy

Triggers the automation when a notification is created

Deputy + Simpro Integration

Integrate Deputy to Simpro in one click, or tell Integrately AI how you want each location handled. Capture new locations, create matching jobs, notify your team, and streamline operations automatically.

Trusted by experts at...

Ready Workflows for Deputy + Simpro Integration

Capture new locations, create service jobs, update company customers, keep records updated, and send team alerts, all in just one click.

Create simPRO individual customer for new Deputy contact

Create Deputy contact for new simPRO individual customer

When Individual customer created in simPRO > Check condition > Create people in Deputy

When People is created in Deputy > Check condition > Create individual customer in simPRO

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Deputy + Simpro flow

Connect invoicing, team messaging, email updates, and storage tools to extend your automation workflow. Pick a combination and activate it in one click.

Supported triggers and actions for Deputy and Simpro

Mix and match to build the exact automation you need

What can you automate with Deputy + Simpro?

Streamline your scheduling, job management, and customer data sync with ready-made workflows designed for field service operations.

Who is Deputy + Simpro integration for?

Operations managers, field service directors, and finance teams benefit from unified scheduling and job management workflows that eliminate manual data entry.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Deputy + Simpro

Build and manage your Deputy + Simpro automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

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