Simpro + Smart Task Integration
Integrate Simpro to Smart Task in one click, or tell Integrately AI how you want each job handled. Manage tasks, track team progress, update statuses, and keep your field service operations aligned automatically.
Free forever.Use premium features free for 14 days.1.
Recurring invoice is updated in Simpro Instant- Recurring invoice is created in Simpro Instant
- Invoice is updated in Simpro Instant
- Invoice is created in Simpro Instant
- Contact is created 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
Contact is created in Smart Task Instant
2.
- Update lead in Simpro
- Update contact in Simpro
- Create lead in Simpro
- Get contact by ID 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
- Create task in Smart Task
- Subscribe Webhook in Smart Task
- Search Tag in Smart Task
- Search Project in Smart Task
- Search User in Smart Task
Trusted by experts at...
Ready Workflows for Simpro + Smart Task Integration
Capture new jobs, organise project tasks, update client records, alert field teams, and manage project milestones, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Simpro + Smart Task flow
Send job details to accounting, schedule calendar follow-ups, notify your team in chat, and manage client billing once your core automation runs. Pick a combination and activate it in one click.
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QuickBooks Online (4)
QuickBooks Online (4) +
Google Calendar (4)
Google Calendar (4) +
Gmail (4)
Gmail (4) +
Slack (4)
Slack (4) +
Stripe (4)
Stripe (4) +
HubSpot (4)
HubSpot (4) S
Q
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Create a QuickBooks Online invoice for every new Simpro job, and create a task in Smart Task
New Simpro jobs instantly generate a QuickBooks Online invoice and a tracking task in Smart Task without duplicate data entry.
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Q
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When a Simpro quote is created, create a task in Smart Task and record the customer in QuickBooks Online
New Simpro quotes trigger a customer record in QuickBooks Online and set up a tracking task in Smart Task for your sales team.
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Q
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Update QuickBooks Online invoices when a Simpro job is updated, and log the update in Smart Task
Job updates in Simpro automatically refresh QuickBooks Online invoice records and add a completion note as a task in Smart Task.
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If a Simpro recurring invoice is updated, create an audit task in Smart Task and log it in QuickBooks Online
Recurring billing changes in Simpro trigger an updated record in QuickBooks Online and an audit task in Smart Task.
Supported triggers and actions for Simpro and Smart Task
Mix and match to build the exact automation you need
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
Company customer created in Simpro
Triggers the automation when a new customer is created within the company's database
Try it → Instant
Company customer updated in Simpro
Triggers the automation when a company's customer information 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 → Smart Task Triggers & Actions
Instant
Contact is created in Smart Task
Triggers the automation when a new contact is created
Try it → What can you automate with Simpro + Smart Task?
Streamline your field service management by connecting job creation, customer data, and project tasks into a single automated workflow.
🎯
Create project tasks from new jobs automatically
Every time a new job is created in Simpro, a corresponding task is generated in Smart Task so your team can start working immediately.
📝
Capture every submitted customer field
Map individual and company customer details from Simpro directly into Smart Task items without missing critical phone numbers or site locations.
🔔
Alert team members the moment work arrives
Trigger immediate task assignments in Smart Task whenever a service job or quote is updated in Simpro.
🔀
Route tasks based on job details
Assign tasks to specific project boards in Smart Task depending on the customer type or service category submitted in Simpro.
🔄
Keep project statuses up to date
Reflect changes made to invoices, sites, and recurring invoices across your task management board in real time.
🔍
Search and update existing records
Lookup existing contacts and customer entries in Smart Task before creating new records to prevent clutter and duplicate entries.
⏱️
Manage status changes and renewals
Automatically open review tasks when recurring invoices or service quotes are updated in Simpro.
🔗
Extend your workflow to Slack
Connect Simpro and Smart Task to Slack so your team receives channel alerts the moment a major field event occurs.
And much more...
Who is Simpro + Smart Task integration for?
Field service managers, operations supervisors, and project planners connect Simpro and Smart Task to eliminate manual handoffs, keep task lists current, and streamline daily team collaboration.
Operations Managers
Field Supervisors
Project Coordinators
Dispatchers
Team Leads
Service Administrators
📈
Operations Managers
You're overseeing multiple field service schedules but your management board only updates when someone manually exports job data, so the status reports you review are always outdated — with this integration, every new job lands in your task platform instantly and your workflow stays current.
⚡
Field Supervisors
You need to dispatch technicians the moment a work order is confirmed, but manual data transfers mean your team finds out about new jobs hours later — automating both apps means every job triggers a task instantly and your team deploys without delay.
📋
Project Coordinators
You answer to clients who expect up-to-date milestone tracking, but keeping project boards aligned with field software requires tedious copy-pasting — connecting these apps means every quote and job updates your collaboration platform automatically.
🔄
Dispatchers
The volume of daily service requests is too high for anyone to keep up with by hand, leading to missed follow-ups and dropped tasks — with this integration, every customer and site entry flows straight into your task management system without manual effort.
🤝
Team Leads
You own the execution phase and depend on field staff to hand over job details before you can assign internal tasks, causing frustrating bottlenecks — this integration means task creation triggers the moment field records update so work begins immediately.
🗂️
Service Administrators
You need a reliable operational history for audits and customer reviews, but manual entry always leaves gaps in your tracking records — automating both apps means every customer, quote, and invoice is logged accurately across systems.
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 Simpro + Smart Task
Build and manage your Simpro + Smart Task automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Simpro + Smart Task with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Simpro + Smart Task Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
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Frequently Asked Questions
How do I connect Simpro to Smart Task?
You can connect Simpro to Smart Task in 1 click using ready templates on Integrately. Choose your trigger and action, connect your accounts, and let Integrately AI handle the setup.
Can I automatically create tasks in Smart Task when a new job is created in Simpro?
Can I connect Simpro, Smart Task, and Slack?
What is a good Zapier alternative for Simpro and Smart Task?
How does Simpro data sync with Smart Task?
Can I manage projects and team progress in Smart Task using Simpro updates?
Do I need coding skills to automate Simpro and Smart Task?
Is the Simpro and Smart Task integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
Want to automate something else in your workflow?
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