Monday.com + Simpro Integration

Integrate Monday.com to Simpro in one click, or tell Integrately AI how you want each job handled. Create items, update job statuses, alert your team, and track field progress automatically.

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1.
  • Monday.com
    Sub-item is created in Monday.com Instant
  • Monday.com
    Item is created in board in Monday.com Instant
  • Monday.com
    Specific column value is changed on board in Monday.com Instant
  • Monday.com
    Column value is changed on board in Monday.com Instant
  • Monday.com
    Item is moved to specific group in Monday.com Instant
  • Monday.com
    Update is created in Board in Monday.com Instant
  • Monday.com
    Sub-item column value is changed on board in Monday.com Instant
  • Monday.com
    Item is moved to any group in Monday.com Instant
  • Monday.com
    Item is deleted in board in Monday.com Instant
  • Monday.com
    Item name is changed in Monday.com Instant
  • Monday.com
    Column is created for item in Monday.com Instant
  • Monday.com
    Item is archived in board in Monday.com Instant
  • Monday.com
    Item is restored in board in Monday.com Instant
  • Monday.com
    Sub-item name is changed in Monday.com Instant
  • Monday.com
    Comment is added to subitem in Monday.com Instant
  • Monday.com
    Sub-item is moved in Monday.com Instant
  • Monday.com
    Sub-item is archived in Monday.com Instant
  • Monday.com
    Sub-item is deleted in Monday.com Instant
  • Monday.com
    Update is created in Monday.com
  • Monday.com
    Board is created in Monday.com
  • Monday.com
    User joins in Monday.com
  • 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.
  • Monday.com
    Create item in Monday.com
  • Monday.com
    Get subitem by id in Monday.com
  • Monday.com
    Search multiple items in Monday.com
  • Monday.com
    Update group in Monday.com
  • Monday.com
    Move item to board in Monday.com
  • Monday.com
    Move item to group in Monday.com
  • Monday.com
    Search item in Monday.com
  • Monday.com
    Update item in Monday.com
  • Monday.com
    Get item details by id in Monday.com
  • Monday.com
    Create subitem in Monday.com
  • Monday.com
    Archive item in Monday.com
  • Monday.com
    Delete item in Monday.com
  • Monday.com
    Create update in Monday.com
  • Monday.com
    Create column in Monday.com
  • Monday.com
    Upload file to specific item in Monday.com
  • Monday.com
    Create board in Monday.com
  • Monday.com
    Archive board in Monday.com
  • Monday.com
    Create group in Monday.com
  • Monday.com
    Duplicate group in Monday.com
  • Monday.com
    Delete group in Monday.com
  • Monday.com
    Archive group in Monday.com
  • Monday.com
    Add user to board in Monday.com
  • Monday.com
    Add user to workspace in Monday.com
  • Monday.com
    Create tag in Monday.com
  • Monday.com
    Create workspace in Monday.com
  • Monday.com
    Add team to workspace in Monday.com
  • Monday.com
    Add team to board in Monday.com
  • Monday.com
    Search subitem in Monday.com
  • Monday.com
    Update subitem in Monday.com
  • 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 Monday.com + Simpro Integration

Track field service jobs, update customer records, keep projects aligned, alert your team, and sync invoices, all in just one click.

Most popular automationmost-popular-automations
Simpro + Monday.com Integration

Create Monday.com item for new Simpro individual customer

Simpro and Monday.com 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 item in Monday.com? 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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Activate
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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 Monday.com + Simpro flow

Sync financial records, notify team channels, send customer updates, and manage files seamlessly after your core workflow finishes. Pick a combination and activate it in one click.

Monday.com
Simpro
+
QuickBooks OnlineQuickBooks Online (6)
+
XeroXero (5)
+
GmailGmail (5)
+
SlackSlack (5)
+
Google DriveGoogle Drive (5)
+
StripeStripe (5)
S
Q
M
Create a QuickBooks Online invoice for every new Simpro job, and create an item in Monday.com
New Simpro jobs instantly generate a QuickBooks Online invoice and a Monday.com item, keeping your billing and project tracking synchronized.
S
Q
M
Create a QuickBooks Online customer when a Simpro company customer is added, and update the Monday.com board
Keep your accounting platform and project board updated whenever a new company customer is registered in Simpro.
S
Q
M
When a Simpro job is updated, update the QuickBooks Online invoice and update the Monday.com item
Changes to Simpro jobs propagate to your QuickBooks Online invoices and Monday.com items instantly.
S
Q
M
If a Simpro quote is created, create a QuickBooks Online invoice draft and create a Monday.com item
New quotes in Simpro trigger invoice drafts in QuickBooks Online and tracking items in Monday.com.
S
Q
M
Use Claude to summarise every new Simpro invoice, create a QuickBooks Online record, and update the Monday.com item
Extract key financial insights from Simpro invoices with Claude, log them in QuickBooks Online, and update your Monday.com board.
S
Q
M
S
Turn every won Simpro job into a QuickBooks Online invoice, create the Monday.com item, and notify your finance channel in Slack
Complete financial and project handoffs happen automatically when a Simpro job is won, with instant alerts in Slack.

Supported triggers and actions for Monday.com and Simpro

Mix and match to build the exact automation you need

Monday.com
Monday.com Triggers & Actions
Instant
Sub-item is created in Monday.com
Triggers the automation when a subitem is created
Try it →
Instant
Item is created in board in Monday.com
Triggers the automation when a new item is created from a particular board
Try it →
Instant
Specific column value is changed on board in Monday.com
Triggers the automation when a column value is changed on a board
Try it →
Instant
Column value is changed on board in Monday.com
Triggers the automation when a column value on a particular board is updated
Try it →
Instant
Item is moved to specific group in Monday.com
Triggers the automation when an item is moved to a group
Try it →
Instant
Update is created in Board in Monday.com
Triggers the automation when an update is created on a board
Try it →
Instant
Sub-item column value is changed on board in Monday.com
Triggers the automation when a sub-item column value is changed on a board
Try it →
Instant
Item is moved to any group in Monday.com
Triggers the automation when an item is moved to a different group
Try it →
Instant
Item is deleted in board in Monday.com
Triggers the automation when a new item is created from a particular board
Try it →
Instant
Item name is changed in Monday.com
Triggers the automation when the name of any item is updated
Try it →
Instant
Column is created for item in Monday.com
Triggers the automation when a new field is added to a item
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Instant
Item is archived in board in Monday.com
Triggers the automation when an item is archived in a board
Try it →
Instant
Item is restored in board in Monday.com
Triggers the automation when an item is restored within a board
Try it →
Instant
Sub-item name is changed in Monday.com
Triggers the automation when a subitem name is modified
Try it →
Instant
Comment is added to subitem in Monday.com
Triggers the automation when a comment is added to a subitem
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Instant
Sub-item is moved in Monday.com
Triggers the automation when a subitem is moved to a different location
Try it →
Instant
Sub-item is archived in Monday.com
Triggers the automation when a subitem is archived
Try it →
Instant
Sub-item is deleted in Monday.com
Triggers the automation when a subitem is deleted
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Update is created in Monday.com
Triggers the automation when an update is created
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Board is created in Monday.com
Triggers the automation when a new board is created
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User joins in Monday.com
Triggers the automation when a new user joins the platform
Try it →
Create item in Monday.com
Generates a new item
Try it →
Get subitem by id in Monday.com
Try it →
Search multiple items in Monday.com
Locates and retrieves items information
Try it →
Update group in Monday.com
Try it →
Move item to board in Monday.com
Try it →
Move item to group in Monday.com
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Search item in Monday.com
Locates and retrieves particular item information
Try it →
Update item in Monday.com
Updates an item with new information
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Get item details by id in Monday.com
Retrieves detailed information of a item using its id
Try it →
Create subitem in Monday.com
Creates a new subitem
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Archive item in Monday.com
Store an item for future reference
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Delete item in Monday.com
Removes the selected item
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Create update in Monday.com
Creates a new update
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Create column in Monday.com
Adds a new column to a dataset or spreadsheet
Try it →
Upload file to specific item in Monday.com
Uploads a file to a item within a system
Try it →
Create board in Monday.com
Generates a new board
Try it →
Archive board in Monday.com
Archive board to store historical data
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Create group in Monday.com
Creates a new group based on particular criteria
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Duplicate group in Monday.com
Creates a copy of an existing group
Try it →
Delete group in Monday.com
Removes a particular group from the system
Try it →
Archive group in Monday.com
Archives a particular group for future reference
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Add user to board in Monday.com
Adds a user to a board
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Add user to workspace in Monday.com
Adds a user to the particular workspace
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Create tag in Monday.com
Generates a new tag
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Create workspace in Monday.com
Creates a new workspace
Try it →
Add team to workspace in Monday.com
Invites team members to collaborate in the particular workspace
Try it →
Add team to board in Monday.com
Adds a team to the board
Try it →
Search subitem in Monday.com
Automatically searches for a specific subitem
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Update subitem in Monday.com
Automatically updates an existing subitem
Try it →
Simpro
Simpro Triggers & Actions
Instant
Recurring invoice is updated in Simpro
Triggers the automation when a existing recurring invoice is updated.
Try it →
Instant
Recurring invoice is created in Simpro
Triggers the automation when a new recurring invoice is created
Try it →
Instant
Invoice is updated in Simpro
Triggers the automation when existing invoice is updated.
Try it →
Instant
Invoice is created in Simpro
Triggers the automation when a new invoice is created
Try it →
Instant
Contact is created in Simpro
Triggers the automation when a new contact is created.
Try it →
Instant
Job is created in Simpro
Triggers the automation when a new job is created
Try it →
Instant
Company customer created in Simpro
Triggers the automation when a new customer is created within the company's database
Try it →
Instant
Job is updated in Simpro
Triggers the automation when a job is updated
Try it →
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
Try it →
Instant
Site is updated in Simpro
Triggers the automation when a site is updated
Try it →
Instant
Individual customer created in Simpro
Triggers the automation when a new individual customer is added
Try it →
Instant
Individual customer updated in Simpro
Triggers the automation when a customer's information is updated
Try it →
Instant
Quote is created in Simpro
Triggers the automation when a new quote is created
Try it →
Instant
Quote is updated in Simpro
Triggers the automation when any quote is updated
Try it →
Update lead in Simpro
Updates specified lead to the database
Try it →
Update contact in Simpro
Updates specified contact to the database
Try it →
Create lead in Simpro
Adds a new lead to the database
Try it →
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
Try it →
Search individual customer in Simpro
Searches for an individual customer
Try it →
Search company customer in Simpro
Searches for a company customer
Try it →
Create contact in Simpro
Adds a new contact to the database
Try it →
Create company customer in Simpro
Creates a new company customer record
Try it →
Create service job in Simpro
Generates a new service job
Try it →
Search job in Simpro
Searches for a job
Try it →
Create site in Simpro
Generates a new site entry
Try it →
Search contact in Simpro
Finds and retrieves contact information
Try it →
Search site in Simpro
Searches for a site
Try it →
Create service quote in Simpro
Generates a new service quote
Try it →
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 Monday.com + Simpro?

Connect your field service operations and project tracking to eliminate duplicate data entry across your entire business.

What you can automate?
🔄
Sync every new Simpro job to your Monday.com board
Create a Monday.com item automatically whenever a new job is created in Simpro. Your project team sees incoming field work instantly without manual data transfer.
📝
Capture every submitted customer and site field
Map complete Simpro customer, site, and job details into separate Monday.com columns instead of just basic names. Your project boards become richer sources for tracking.
📢
Alert your team instantly when jobs arrive
Send immediate notifications to team members or channels the moment a Simpro event triggers a Monday.com update, keeping everyone informed of progress.
🔀
Route records based on submitted job fields
Send high-priority jobs to executive boards while routing standard service requests to regional team queues based on specific Simpro parameters.
🔄
Keep project boards updated as jobs change
Modify existing Monday.com items automatically whenever job details, customer information, or status values are updated in Simpro.
🔍
Search and update instead of creating duplicates
Look up existing records in Monday.com before creating new entries, ensuring your project boards remain clean and free from duplicate items.
💳
Handle later status changes and invoice updates
Trigger automated updates in Monday.com whenever Simpro invoices are paid, quotes are accepted, or recurring invoices are processed.
🔌
Extend your workflow to financial and communication apps
Connect your core Monday.com and Simpro flow to tools like Slack, Gmail, or QuickBooks Online to handle downstream tasks automatically.
And much more...

Who is Monday.com + Simpro integration for?

Field service managers, project coordinators, and finance teams eliminate manual handoffs and keep project boards perfectly aligned with operational data.

Finance directors and analysts
Finance directors and analysts
Field operations managers
Field operations managers
Client service directors
Client service directors
Operations dispatchers
Operations dispatchers
Project coordinators
Project coordinators
Business owners
Business owners
📈
Finance directors and analysts
You're reviewing revenue reports every week but your accounting records only update when someone manually exports Simpro invoices, so the financial metrics you're optimising against are always a few hours behind — with this integration, every new invoice lands in your system instantly and your numbers stay current.
⚡
Field operations managers
You're dispatching technicians across multiple job sites but your project boards only update when someone calls in with progress reports, so the operational status you're relying on is always out of date — automating both apps means every job update reflects immediately and your schedule stays accurate.
🤝
Client service directors
You're managing client accounts while trying to answer progress questions, but project statuses are trapped in separate tools until someone copies them over by hand — connecting these apps means client updates appear automatically and your team answers inquiries with confidence.
📊
Operations dispatchers
You're processing high volumes of service requests every morning and manually re-typing customer details into your tracking board, leading to costly data entry errors — this integration means every request creates a clean item instantly and your queue stays organised.
📋
Project coordinators
You're waiting for field teams to finish paperwork before you can kick off the next project phase in Monday.com, causing unnecessary delays in project execution — automating both apps means your workflow triggers the moment field work is logged and handoffs happen without friction.
🗂️
Business owners
You're auditing operational history across disconnected software systems and constantly finding gaps between your job management data and project boards — integrating these apps means your historical records remain complete and reliable across every platform.
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Why choose Integrately to automate Monday.com + Simpro

Build and manage your Monday.com + 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 Monday.com + 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.
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How Integrately Works?

1
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Select a trigger from Google Sheets
2
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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Monday.com to Simpro?
Frequently Asked Questions
You can connect Monday.com to Simpro in 1 click using ready templates or by asking Integrately AI to build the workflow. Link your accounts, select your triggers, and sync your data with tools like Slack, QuickBooks Online, and Gmail.
Can I automatically create Monday.com items when a Simpro job is created?
Frequently Asked Questions
Can I connect Monday.com, Simpro, and QuickBooks Online?
Frequently Asked Questions
What is a good Zapier alternative for Monday.com and Simpro?
Frequently Asked Questions
How does Monday.com handle data changes from Simpro?
Frequently Asked Questions
Can I sync Simpro customer records to Monday.com automatically?
Frequently Asked Questions
Do I need coding skills to automate Monday.com and Simpro?
Frequently Asked Questions
Is the Monday.com and Simpro integration free?
Frequently Asked Questions
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You Can Also Connect Monday.com or Simpro With 1500+ Other Apps

Monday.com
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Simpro
Popular Simpro Integrations
Sync Simpro with accounting, CRM, and customer support platforms to unify your field operations and business data.
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