Sim Pro: Empower Your Workflow Automation
Sim Pro streamlines business operations by integrating contact management, job tracking, invoicing, and more into your workflows. Whether you're managing customers, employees, or catalogs, Sim Pro provides powerful tools to enhance efficiency and drive results.
Available Triggers
- Contact and Customer Events
- Contact Created: Trigger workflows when a new contact is added.
- Company Customer Created/Updated: Stay updated on changes to business customers.
- Individual Customer Created/Updated: Automatically act on updates for individual customers.
- Site and Job Updates
- Site Created/Updated: Automate actions when a site is added or modified.
- Job Created/Updated: Track new or modified jobs with ease.
- Job Schedule Created/Updated: Trigger workflows based on schedule changes.
- Quotes and Employees
- Quote Created/Updated: Automate processes based on quote events.
- Employee Created: React to new employee additions instantly.
Available Actions
- Contact Management
- Create Contact: Add new contacts to your system effortlessly.
- Update Contact: Modify existing contact details for accuracy.
- Delete Contact: Remove outdated or irrelevant contacts.
- Get Contact: Retrieve detailed contact information.
- Update Contact Custom Field: Customize and update specific contact fields.
- Customer Management
- Create Company Customer: Add new business customers to your system.
- Get Company Customer: Access detailed information about a business customer.
- Create Individual Customer: Add individual clients easily.
- Get Individual Customer: Retrieve details for individual customers.
- Site and Job Management
- Create Site: Set up new project sites for streamlined tracking.
- Get Site: Retrieve site details for ongoing projects.
- Create Job: Log new jobs to manage tasks efficiently.
- Get Job: Access detailed job information.
- Update Job: Modify job details as needed.
- Employee Management
- Create Employee: Add new team members to the system.
- Get Employee: Retrieve employee records easily.
- Update Employee: Modify employee details.
- Delete Employee: Remove employees from the system when needed.
- Vendor and Catalog Management
- Create Vendor: Add new vendors to streamline procurement.
- Get Vendors: Access vendor information effortlessly.
- Update Vendor: Keep vendor records accurate and up-to-date.
- Delete Vendor: Remove unnecessary vendor records.
- Create Catalog Group: Organize products into catalog groups for easier management.
- Get Catalog Group: Retrieve catalog group details.
- Update Catalog Group: Keep catalog groups updated.
- Delete Catalog Group: Remove outdated catalog groups.
- Create Catalog: Add items to your product catalog.
- Get Catalog: Access product catalog information.
- Update Catalog: Keep product catalog details current.
- Quotes, Leads, and Invoices
- Create Quote: Generate professional quotes for clients.
- Get Quote: Access detailed quote information.
- Update Quote: Modify existing quotes for accuracy.
- Create Lead: Log new leads to track opportunities.
- Create Invoice: Generate invoices for completed jobs.
Why Use SimPro integration with Lead Hero?
This integration is designed for businesses looking to automate and optimize their operations. With its robust set of actions and triggers, you can:
- Enhance Efficiency: Automate repetitive tasks to save time.
- Improve Organization: Keep contacts, jobs, and catalogs neatly managed.
- Streamline Communication: Ensure all teams are informed with real-time updates.