Simpro + SMTP Integration

Integrate Simpro to SMTP in one click, or tell Integrately AI how you want each job handled. Trigger email dispatches, notify your team, update customer records, and keep communications flowing automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
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
Arrow Right
2.
  • 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
  • SMTP
    Send email in SMTP

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Ready Workflows Ready Workflows for Simpro + SMTP Integration

Send emails for new jobs, dispatch notifications on updates, alert teams for new quotes, and keep contacts informed, all in just one click.

Most popular automationmost-popular-automations
Simpro + SMTP Integration

Send SMTP email for new simPRO individual customer

Anytime a new individual customer is added to your simPRO, automatically send them a email through SMTP 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 - SMTP 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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  • 1of1
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Connect more apps to your Simpro + SMTP flow

Teams often need to sync customer records with accounting tools, log details in spreadsheets, or notify team channels when emails are sent. Pick a combination and activate it in one click.

Simpro
SMTP
+
QuickBooks OnlineQuickBooks Online (6)
+
XeroXero (6)
+
GmailGmail (6)
+
StripeStripe (6)
+
Google SheetsGoogle Sheets (6)
+
SlackSlack (6)
S
S
Q
Create a QuickBooks Online invoice for every new Simpro job, and send a confirmation email via SMTP.
New Simpro jobs instantly generate a QuickBooks Online invoice and trigger a confirmation email via SMTP, eliminating manual data entry.
S
S
Q
Send an SMTP notification and create a QuickBooks Online customer when a new Simpro contact is added.
Keep your accounting contacts in sync with Simpro by automatically creating QuickBooks Online customers and sending welcome emails via SMTP.
S
S
Q
When a Simpro job is updated, send an SMTP status update and update the QuickBooks Online invoice.
Job status changes in Simpro trigger an SMTP notification and update the corresponding invoice details in QuickBooks Online.
S
S
Q
If a Simpro quote is created, send an SMTP notification and create a QuickBooks Online estimate.
New Simpro quotes automatically trigger an SMTP email notification and generate an estimate in QuickBooks Online.
S
S
C
Q
Use Claude to analyse new Simpro invoices, send a summary email via SMTP, and create a QuickBooks Online expense record.
Claude analyses new Simpro invoices, triggering an SMTP email brief and creating financial records in QuickBooks Online.
S
S
Q
S
Turn every new Simpro customer into a QuickBooks Online record, send an SMTP email, and notify your finance team on Slack.
New Simpro customers generate QuickBooks Online records, trigger SMTP notification emails, and alert your finance channel on Slack.

Supported triggers and actions for Simpro and SMTP

Mix and match to build the exact automation you need

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
Try it →
Create service quote in Simpro
Generates a new service quote
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Search quote in Simpro
Searches for a quote
Try it →
Create activity schedule block in Simpro
Creates a new activity schedule block
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SMTP
SMTP Triggers & Actions
No trigger is available
Send email in SMTP
Sends an email to a recipient
Try it →

What can you automate with Simpro + SMTP?

Streamline your field service communications by automating email dispatches, job notifications, and customer updates across Simpro and SMTP.

What you can automate?
✉️
Send automated emails for every new Simpro job
Trigger instant email dispatches via SMTP whenever a new job or invoice is created in Simpro. Eliminate manual message drafting and ensure clients receive immediate confirmations.
📋
Capture every submitted job detail in your emails
Map all available Simpro quote and customer fields directly into your SMTP email templates. Deliver comprehensive project briefings rather than basic notifications.
🔔
Alert team members the moment updates occur
Notify relevant staff instantly when a customer record or site is updated in Simpro. Keep internal stakeholders aligned without chasing updates across systems.
🔀
Route emails based on job values or status
Send high-value quote emails through dedicated SMTP servers while routing standard service updates through general channels. Tailor communication based on specific Simpro fields.
🔄
Keep communications synchronized as jobs change
Update email notifications automatically when service jobs or recurring invoices are modified in Simpro. Prevent outdated information from reaching your clients.
👥
Update existing customer records without creating duplicates
Search for existing company or individual customers in Simpro before creating new entries, keeping your database clean and organized across integrations.
Handle job completion and status milestones
Trigger follow-up emails via SMTP when Simpro jobs are marked as completed or invoices are updated. Maintain structured engagement throughout the customer lifecycle.
💬
Extend your Simpro and SMTP flow to Slack
Push email dispatch summaries and Simpro job updates straight into your team's Slack channels. Combine email delivery with instant internal messaging in one automated pipeline.
And much more...

Who is Simpro + SMTP integration for?

Field service businesses, financial controllers, and operations teams automate job communications and customer notifications to eliminate manual delays.

Financial controllers
Financial controllers
Field operations managers
Field operations managers
Client success leads
Client success leads
Customer support teams
Customer support teams
Service coordinators
Service coordinators
Compliance auditors
Compliance auditors
📊
Financial controllers
You're reviewing job invoices and revenue reports in Simpro, but financial figures only update after manual exports, so your reporting numbers are always delayed — with this integration, every invoice update triggers instant emails and accounting records, ensuring your financial reports stay accurate.
Field operations managers
You're scheduling service jobs and updating customer sites in Simpro, but field crews find out about schedule changes too late, leading to wasted travel time — automating both apps means schedule updates instantly dispatch email alerts via SMTP, ensuring your team arrives on time.
🤝
Client success leads
You're managing customer projects and quotes in Simpro, but clients frequently complain about lagging status updates, damaging trust — this integration means every quote and job milestone automatically triggers prompt customer email notifications, keeping clients fully informed.
📈
Customer support teams
You're processing high volumes of service tickets and customer inquiries in Simpro, but manual email follow-ups cannot keep pace with the workload — with this integration, system triggers automatically send structured emails via SMTP, handling high message volumes without manual delays.
🔧
Service coordinators
You're creating service jobs and assigning sites in Simpro, but technicians depend on manual office handoffs to receive job details, causing communication bottlenecks — connecting these apps means job creations instantly dispatch complete work details via SMTP, ensuring seamless handoffs.
🗂️
Compliance auditors
You're tracking customer interactions and invoicing histories in Simpro, but manual record-keeping leaves gaps in communication trails — automating both apps means every transaction logs reliable email histories via SMTP, maintaining complete and audit-ready records.
Our team

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Why choose Integrately to automate Simpro + SMTP

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

1,500+ apps connected
1,500+ apps connected
Connect Simpro + SMTP 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
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Select a trigger from Google Sheets
2
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Automation is ready
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Frequently Asked Questions

How do I connect Simpro to SMTP?
Frequently Asked Questions
You can connect Simpro to SMTP quickly using 1-click ready workflows or ask Integrately AI to build the automation and map the fields. It links Simpro and SMTP with popular tools like QuickBooks Online, Gmail, Google Sheets, and Slack in minutes.
Can I send automated emails for new Simpro jobs via SMTP?
Frequently Asked Questions
Can I connect Simpro, SMTP, and QuickBooks Online?
Frequently Asked Questions
What is a good Zapier alternative for Simpro and SMTP?
Frequently Asked Questions
How do invoice updates in Simpro trigger email notifications?
Frequently Asked Questions
How does SMTP ensure reliable delivery for Simpro notifications?
Frequently Asked Questions
Can I automate Simpro and SMTP without coding?
Frequently Asked Questions
Is the Simpro and SMTP integration free?
Frequently Asked Questions
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You Can Also Connect Simpro or SMTP With 1500+ Other Apps

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SMTP
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Connect SMTP with marketing platforms, CRM tools, and notification systems to ensure reliable bulk email delivery.
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