SMS Idea + Simpro Integration

Integrate Simpro to SMS Idea in one click, or tell Integrately AI how you want each job handled. Notify customers instantly, alert field technicians, track status changes, and keep your communication running without manual work.

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1.
  • 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.
  • SMS Idea
    Send SMS alert in SMS Idea
  • 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 + SMS Idea Integration

Send SMS alerts for new jobs, update clients on invoice statuses, notify teams of quotes, and streamline field communications, all in just one click.

Most popular automationmost-popular-automations
Simpro + SMS Idea Integration

Send SMS Idea message for new simPRO individual customer

Anytime a new individual customer is added to your simPRO, automatically send them a message through SMS Idea letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this simPRO - SMS Idea integration, you can rest assured that your new individual customer will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Connect more apps to your Simpro + SMS Idea flow

Connect customer records, sync billing data, and trigger multi-step notifications across your stack. Pick a combination and activate it in one click.

SMS Idea
Simpro
+
XeroXero (4)
+
GmailGmail (4)
+
Google CalendarGoogle Calendar (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
StripeStripe (4)
+
AsanaAsana (4)
S
X
S
Create a Xero invoice from every new Simpro invoice, and send a notification SMS alert in SMS Idea.
New Simpro invoices automatically generate matching Xero invoices while triggering an instant SMS alert in SMS Idea, eliminating manual data entry.
S
X
S
When a Simpro quote is created, generate a Xero quote and send an SMS alert in SMS Idea.
Every Simpro quote instantly creates a Xero quote and notifies stakeholders via an SMS alert in SMS Idea.
S
X
S
If a Simpro recurring invoice is updated, update the invoice in Xero and send an SMS alert in SMS Idea.
Simpro recurring invoice updates automatically sync to Xero and trigger an SMS alert in SMS Idea.
S
X
S
Use Claude to review every new Simpro job, create a bill in Xero, and send an SMS alert in SMS Idea.
Claude analyzes new Simpro jobs, creates accounting bills in Xero, and sends an SMS alert in SMS Idea.

Supported triggers and actions for SMS Idea and Simpro

Mix and match to build the exact automation you need

SMS Idea
SMS Idea Triggers & Actions
No trigger is available
Send SMS alert in SMS Idea
Sends sms notifications to designated recipients
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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
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Create activity schedule block in Simpro
Creates a new activity schedule block
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What can you automate with Simpro + SMS Idea?

Connect your job management operations to automated messaging and eliminate manual coordination steps.

What you can automate?
🚀
Trigger SMS alerts for new jobs instantly
Automatically send an SMS Idea alert the moment a new job or quote is created in Simpro. Your team receives instant notifications without manual checking.
📝
Capture every submitted field and detail
Map customer names, job numbers, site addresses, and invoice amounts directly into your SMS messages. Every relevant piece of data reaches the recipient.
🔔
Notify the right person the moment it happens
Route text alerts to specific technicians, dispatchers, or managers based on event triggers. Keep internal communication aligned across your entire team.
🔀
Route messages based on submitted fields
Send different SMS notifications depending on job priorities, customer types, or invoice totals. Tailor your automated messaging to fit specific criteria.
🔄
Keep records updated as things change
Automatically update customer profiles, contacts, and job statuses across your systems whenever changes occur in Simpro.
🔍
Search and update instead of creating duplicates
Check if customer records or contacts already exist before creating new entries. Maintain clean, deduplicated databases effortlessly.
📊
Handle later status changes and milestones
Trigger automated workflows when invoices are updated, quotes are accepted, or recurring invoices are processed. Track the full lifecycle of your work.
🔌
Extend your workflow to accounting and CRM tools
Connect Simpro and SMS Idea with Xero, Gmail, QuickBooks Online, or Asana to build multi-step operational pipelines.
And much more...

Who is Simpro + SMS Idea integration for?

Field service businesses and operations teams rely on Simpro and SMS Idea to eliminate manual messaging delays and keep communication running smoothly.

Operations managers
Operations managers
Field service dispatchers
Field service dispatchers
Account managers
Account managers
Billing specialists
Billing specialists
Project coordinators
Project coordinators
Customer support leads
Customer support leads
📈
Operations managers
You're reviewing Simpro job reports and billing logs manually, but the figures are always delayed because updates take hours to sync — automating both apps means every transaction updates instantly and your analytics stay accurate.
⚡
Field service dispatchers
You're coordinating urgent service calls in Simpro, but technicians find out about schedule changes too late — with this integration, every new job update triggers immediate alerts so your field team responds faster.
🤝
Account managers
You're updating client project statuses in Simpro by hand, but delays leave stakeholders in the dark about ongoing progress — automating both apps means every milestone sends automatic updates directly to your clients.
💳
Billing specialists
You're processing high volumes of Simpro invoices every day, but manual data entry leads to missed payments and tracking gaps — this integration means every invoice flows cleanly into your records without errors.
📋
Project coordinators
You're managing complex service workflows in Simpro, but upstream task handoffs get lost before the next team member starts work — connecting these apps means every new job creates structured tasks instantly.
🗂️
Customer support leads
You're tracking customer inquiries and site records in Simpro, but missing activity logs create blind spots in your service history — automating both apps means every record stays complete and up to date.
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Why choose Integrately to automate SMS Idea + Simpro

Build and manage your SMS Idea + 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 SMS Idea + 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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Frequently Asked Questions

How do I connect Simpro to SMS Idea?
Frequently Asked Questions
You can connect Simpro to SMS Idea in just 1-click using ready workflows or ask Integrately AI to build custom automations with Xero, Gmail, and 1,500+ other apps.
Can I automatically send SMS alerts when a new job is created in Simpro?
Frequently Asked Questions
Can I connect Simpro, SMS Idea, and QuickBooks Online?
Frequently Asked Questions
What is a good Zapier alternative for Simpro and SMS Idea?
Frequently Asked Questions
How are Simpro invoices and job updates handled in automations?
Frequently Asked Questions
How does SMS Idea handle text notifications in these workflows?
Frequently Asked Questions
Do I need coding skills to automate Simpro and SMS Idea?
Frequently Asked Questions
Is the Simpro and SMS Idea integration free?
Frequently Asked Questions
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