Simpro + Trello Integration

Integrate Simpro to Trello in one click, or tell Integrately AI how you want each job handled. Track every job in your visual boards, update statuses, assign members, and manage your field service tasks 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
    Contact is created in Simpro Instant
  • Simpro
    Invoice is created in Simpro Instant
  • Simpro
    Invoice is updated in Simpro Instant
  • Simpro
    Recurring invoice 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
  • Trello
    Card is created in Trello
  • Trello
    Card is moved to list in Trello Instant
  • Trello
    Card is updated in Trello Instant
  • Trello
    Comment is added to a card in Trello
  • Trello
    Card is archived in Trello
  • Trello
    Label is added to card in Trello Instant
  • Trello
    Notification is created in Trello
  • Trello
    Checklist is created in Trello
  • Trello
    Activity is created in Trello Instant
  • Trello
    Member is added to card in Trello
  • Trello
    Board is added in Trello
  • Trello
    Label is created in Trello
  • Trello
    Attachments is added to card in Trello
  • Trello
    List is created in Trello
Arrow Right
2.
  • Simpro
    Get contact by ID in Simpro
  • Simpro
    Create lead in Simpro
  • Simpro
    Update contact in Simpro
  • Simpro
    Update lead 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
  • Trello
    Get organization by ID in Trello
  • Trello
    Get label by ID in Trello
  • Trello
    Get member by ID in Trello
  • Trello
    Get list by ID in Trello
  • Trello
    Get board by ID in Trello
  • Trello
    Find checklist item in Trello
  • Trello
    Get checklist item by id in Trello
  • Trello
    Find card in Trello
  • Trello
    Create card in Trello
  • Trello
    Update card in Trello
  • Trello
    Move card to list in Trello
  • Trello
    Add member to card in Trello
  • Trello
    Archive card in Trello
  • Trello
    Get attachments of card in Trello
  • Trello
    Get card by ID in Trello
  • Trello
    Create board in Trello
  • Trello
    Search board in Trello
  • Trello
    Copy board in Trello
  • Trello
    Close board in Trello
  • Trello
    Create checklist Item in Trello
  • Trello
    Add attachment to card in Trello
  • Trello
    Complete checklist Item in card in Trello
  • Trello
    Search list on board in Trello
  • Trello
    Create custom field in Trello
  • Trello
    Assign member to board in Trello
  • Trello
    Search member in Trello
  • Trello
    Add checklist to card in Trello
  • Trello
    Find checklist in Trello
  • Trello
    Delete checklist in card in Trello
  • Trello
    Create list in Trello
  • Trello
    Create comment in Trello
  • Trello
    Add label to card in Trello
  • Trello
    Add existing label to card in Trello
  • Trello
    Remove label in Trello
  • Trello
    Add label to board in Trello
  • Trello
    Find label on board in Trello

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for Simpro + Trello Integration

Create cards, track job progress, update boards, assign team members, and manage tasks, all in just one click.

  • 1of1
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 Simpro + Trello flow

Send invoices, track payments, notify teams, and log field updates across your finance and messaging tools. Pick a combination and activate it in one click.

Simpro
Trello
+
XeroXero (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
SlackSlack (3)
+
GmailGmail (3)
+
Google CalendarGoogle Calendar (3)
+
StripeStripe (3)
S
T
X
Create a Trello card when a Simpro invoice is created, and create a Xero invoice
Simpro invoices instantly generate Trello tracking cards and Xero billing entries, eliminating manual data re-entry.
S
T
X
When a Simpro job is created, create a Trello card and record the transaction in Xero
New Simpro jobs automatically appear on your Trello board while logging financial tracking in Xero.
S
T
X
When a Simpro quote is created, create a Trello follow-up card and draft a quote in Xero
New Simpro quotes trigger a Trello task and a Xero draft quote to speed up client onboarding.

Supported triggers and actions for Simpro and Trello

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.
Try it →
Instant
Contact is created in Simpro
Triggers the automation when a new contact is created.
Try it →
Instant
Invoice is created in Simpro
Triggers the automation when a new invoice is created
Try it →
Instant
Invoice is updated in Simpro
Triggers the automation when existing 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
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
Try it →
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 →
Get contact by ID in Simpro
Retrieve contact information by unique identifier
Try it →
Create lead in Simpro
Adds a new lead to the database
Try it →
Update contact in Simpro
Updates specified contact to the database
Try it →
Update lead in Simpro
Updates specified lead to the database
Try it →
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 →
Trello
Trello Triggers & Actions
Card is created in Trello
Triggers the automation when a card is archived
Try it →
Instant
Card is moved to list in Trello
Triggers the automation when a card is moved to a list
Try it →
Instant
Card is updated in Trello
Triggers the automation when a card is updated
Try it →
Comment is added to a card in Trello
Triggers the automation when a comment is added to any card
Try it →
Card is archived in Trello
Triggers the automation when a card is archived
Try it →
Instant
Label is added to card in Trello
Triggers the automation when any card is labelled
Try it →
Notification is created in Trello
Triggers the automation when a notification is created
Try it →
Checklist is created in Trello
Triggers the automation when a new checklist is created
Try it →
Instant
Activity is created in Trello
Triggers the automation when a new activity is created
Try it →
Member is added to card in Trello
Triggers the automation when a member is assigned to a card
Try it →
Board is added in Trello
Triggers the automation when a new board is added
Try it →
Label is created in Trello
Triggers the automation when a new label is created
Try it →
Attachments is added to card in Trello
Triggers the automation when a file or document is attached to a card
Try it →
List is created in Trello
Triggers the automation when a new list is created
Try it →
Get organization by ID in Trello
Retrieve organization by ID
Try it →
Get label by ID in Trello
Retrieve label by ID
Try it →
Get member by ID in Trello
Retrieve member by ID
Try it →
Get list by ID in Trello
Retrieve list by ID
Try it →
Get board by ID in Trello
Retrieve board by ID
Try it →
Find checklist item in Trello
Searches and locates a item in the checklist
Try it →
Get checklist item by id in Trello
Try it →
Find card in Trello
Locates a card within the application
Try it →
Create card in Trello
Generates a new card for a task
Try it →
Update card in Trello
Updates the information on the selected card
Try it →
Move card to list in Trello
Relocates a particular card to a list
Try it →
Add member to card in Trello
Assigns a team member to a task card
Try it →
Archive card in Trello
Move card to an archive section for future reference
Try it →
Get attachments of card in Trello
Retrieves attachments associated with a card
Try it →
Get card by ID in Trello
Retrieves a card using its id
Try it →
Create board in Trello
Generates a new board
Try it →
Search board in Trello
Searches for a board
Try it →
Copy board in Trello
Duplicate the entire content of the current board
Try it →
Close board in Trello
Close an existing board
Try it →
Create checklist Item in Trello
Generates a checklist item in a particular checklist
Try it →
Add attachment to card in Trello
Adds an attachment to a card in the particular project or board
Try it →
Complete checklist Item in card in Trello
Mark a checklist item as complete in a card
Try it →
Search list on board in Trello
Searches for a list in a board
Try it →
Create custom field in Trello
Creates a new marketing campaign
Try it →
Assign member to board in Trello
Adds a member to a designated board
Try it →
Search member in Trello
Searches for a member with
Try it →
Add checklist to card in Trello
Adds a checklist with tasks to a card
Try it →
Find checklist in Trello
Locate and access a predefined checklist with
Try it →
Delete checklist in card in Trello
Removes the entire checklist from the particular card
Try it →
Create list in Trello
Generates a new list
Try it →
Create comment in Trello
Generates a new comment
Try it →
Add label to card in Trello
Adds a label to a card in the particular list
Try it →
Add existing label to card in Trello
Adds an existing label to a card
Try it →
Remove label in Trello
Removes a label
Try it →
Add label to board in Trello
Creates a label on a board
Try it →
Find label on board in Trello
Locate and extract label information from a board
Try it →

What can you automate with Simpro + Trello?

Streamline your field service operations by connecting job updates directly to your project boards.

What you can automate?
📋
Create Trello Cards from New Simpro Jobs
Automatically generate a new Trello card every time a job is created in Simpro. Ensure your dispatchers and field crews see incoming work right away.
📑
Capture Every Submitted Job Field
Map available Simpro customer details, site locations, and job descriptions into separate Trello card fields and descriptions instead of basic names.
🔔
Alert Teams the Moment Work Arrives
Trigger instant notifications and board movements as soon as new Simpro quotes, invoices, or customer records are created in your system.
🔀
Route Cards Based on Job Types
Send urgent service jobs to priority Trello lists and routine maintenance work to standard lists based on fields submitted in Simpro.
🔄
Keep Trello Boards Updated on Changes
Automatically update existing Trello cards whenever a Simpro job, quote, or invoice is modified by your office staff.
🔍
Search and Update Existing Records
Prevent duplicate board entries by searching for existing Trello cards before creating new ones when Simpro records update.
Handle Later Status Changes and Invoices
Move cards to completed lists or archive them in Trello when related invoices and recurring invoices are updated in Simpro.
🔗
Extend Workflows to Supporting Tools
Connect your Simpro and Trello core flow with Slack, Gmail, or Xero to notify channels, email clients, or log financial records.
And much more...

Who is Simpro + Trello integration for?

Field service operations managers and dispatchers depend on up-to-date tracking to keep jobs moving without manual status updates or missed handoffs.

Operations Managers
Operations Managers
Dispatch Coordinators
Dispatch Coordinators
Client Account Leads
Client Account Leads
High-Volume Dispatch Teams
High-Volume Dispatch Teams
Field Service Supervisors
Field Service Supervisors
Administrative Auditors
Administrative Auditors
📈
Operations Managers
You review field service metrics and job completion rates every week, but your board data only updates when someone manually moves cards, so the counts you rely on are always hours behind — this integration means every new Simpro job lands in Trello instantly and your metrics stay current.
🚨
Dispatch Coordinators
You need to assign field technicians the moment a service request comes in, but you find out about new jobs too late because paperwork sits unreviewed — with this integration, every Simpro creation triggers immediate Trello card creation so your team acts fast.
🤝
Client Account Leads
You answer to clients who want constant visibility into project milestones, but compiling status reports by hand takes hours of copying data — automating both apps means your Trello boards reflect real Simpro updates and clients see accurate progress.
High-Volume Dispatch Teams
You handle hundreds of service requests daily and your staff cannot keep up with manual board updates, leading to missed tasks and dropped follow-ups — connecting these apps means automated card creation handles the volume effortlessly.
🔄
Field Service Supervisors
You own the scheduling phase and depend on upstream estimators to hand off approved work before you can assign crews, causing frustrating bottlenecks — this integration means approved Simpro quotes instantly become active Trello cards.
🗂️
Administrative Auditors
You need a reliable history of job creations, invoices, and quotes for compliance reviews, but manual entry leaves frustrating gaps in your audit trail — automating Simpro and Trello means every single event is logged with zero omissions.
Our team

Ready Workflows 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 + Trello

Build and manage your Simpro + Trello 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 + Trello 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
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Simpro to Trello?
Frequently Asked Questions
You can connect Simpro to Trello in 1 click using ready-made templates or ask Integrately AI to build your custom workflow. It connects Simpro, Trello, and tools like Slack, Xero, and Gmail instantly.
Can I automatically create a Trello card when a Simpro job is created?
Frequently Asked Questions
Can I connect Simpro, Trello, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Simpro and Trello?
Frequently Asked Questions
How are Simpro job updates handled in Trello?
Frequently Asked Questions
Can Trello lists update when Simpro invoices change?
Frequently Asked Questions
Do I need coding skills to automate Simpro and Trello?
Frequently Asked Questions
Is the Simpro and Trello integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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?

You Can Also Connect Simpro or Trello With 1500+ Other Apps

Simpro
Popular Simpro Integrations
Connect Simpro to accounting, customer management, and communication tools to manage field service operations efficiently.
See All
Simpro Integrations arrow right
No popular apps found
Trello
Popular Trello Integrations
Sync Trello with project boards, developer tools, and messaging platforms to keep task workflows running smoothly.
See All
Trello Integrations arrow right
No popular apps found