Jotform + Simpro

Create submissions in Jotform from new company customers in Simpro

Keep your Jotform entries updated with this workflow. Whenever you gain a new customer in Simpro, this automation creates a corresponding entry in Jotform, eliminating the need for repeated manual data entry and reducing potential errors. This streamlined workflow gives you more time to focus on customer satisfaction while always keeping your records current.

Keep your Jotform entries updated with this workflow. Whenever you gain a new customer in Simpro, this automation creates a corresponding entry in Jotform, eliminating the need for repeated manual data entry and reducing potential errors. This streamlined workflow gives you more time to focus on customer satisfaction while always keeping your records current.

  1. When this happens...
    SimproSimpro
    New Company Customer

    Triggers when a company customer is created.

    TriggerInstant
  2. automatically do this!
    JotformJotform
    Create Submission

    Generate a new submission for your form

    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
  • Simpro triggers, actions, and search

    Company Customer Updated

    Triggers when a company customer is updated.

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

    Individual Customer Updated

    Triggers when an individual customer is updated.

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

    Job Updated

    Triggers when a job is updated.

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

    Quote Updated

    Triggers when a quote is updated.

    Trigger
    Instant
    Try It
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jotform logo

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.
Learn moreHelp

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  • Forms & Surveys

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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