Formsite + Simpro

Create service jobs in Simpro from new Formsite form results for seamless workflow management

Save time on processing Formsite submissions by starting a service job in Simpro with this seamless workflow. When a new form result is received in Formsite, a service job is instantly created in Simpro, ensuring that your team is up-to-date and can efficiently manage new work orders. Focus on delivering excellent services while this powerful automation keeps everything in order.

Save time on processing Formsite submissions by starting a service job in Simpro with this seamless workflow. When a new form result is received in Formsite, a service job is instantly created in Simpro, ensuring that your team is up-to-date and can efficiently manage new work orders. Focus on delivering excellent services while this powerful automation keeps everything in order.

  1. When this happens...
    FormsiteFormsite
    New Form Result

    Triggers when a user submits a new form result.

    TriggerInstant
  2. automatically do this!
    SimproSimpro
    Create Service Job

    This is a hidden trigger, and is used in a Dynamic Dropdown within this app

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Simpro triggers, actions, and search

    New Company Customer

    Triggers when a company customer is created.

    Trigger
    Instant
    Try It
  • Simpro triggers, actions, and search

    New Individual Customer

    Triggers when an individual customer is created.

    Trigger
    Instant
    Try It
  • Simpro triggers, actions, and search

    New Job

    Triggers when a job is created.

    Trigger
    Instant
    Try It
  • Simpro triggers, actions, and search

    New Quote

    Triggers when a quote is created.

    Trigger
    Instant
    Try It
formsite logo
formsite logo

About Formsite

Formsite enables non-technical users to build professional quality web forms and surveys with no HTML or coding experience.
Learn moreHelp

Related categories

  • Forms & Surveys

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simpro logo
simpro logo

About Simpro

Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.
Help

Related categories

  • Project Management