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Connect WHS Monitor and Simpro to unlock the power of automation

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Set up your first integration

Quickly connect WHS Monitor to Simpro with a Zapier template.

Our most popular template

Add new sites in Simpro to WHS Monitor
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Simpro + WHS Monitor
Add or update WHS Monitor locations with new Simpro updates
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Simpro + WHS Monitor
Create checklist records in WHS Monitor for new Simpro jobs
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Simpro + WHS Monitor

Add new sites in Simpro to WHS Monitor

Simpro + WHS Monitor

Add or update WHS Monitor locations with new Simpro updates

Simpro + WHS Monitor

Create checklist records in WHS Monitor for new Simpro jobs

Simpro + WHS Monitor

How Zapier works

Zapier makes it easy to integrate WHS Monitor with Simpro - no code necessary. See how you can get setup in minutes.

Select a trigger from WHS Monitor

A trigger is an event that starts your Zap and runs the workflow."

A trigger is the event that kicks off your automated workflow.

Setup an action from Simpro

An action is what takes place after the automation is triggered. For example, with Simpro, the action could be "Create Company Customer."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected WHS Monitor to Simpro

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your WHS Monitor to Simpro integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect WHS Monitor and Simpro to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Product ID
  Required
- Amount to add
  Required
- Comments
Action
Write
- Location Name
  Required
- Address
  Required
- City/Town/Suburb
  Required
- State
  Required
- Post Code
  Required
- Country
  Required
Action
Write
- Create New User Account
- Worker ID
- First Name
  Required
- Last Name
  Required
- Email Address
  Required
- Roles
- Other Known Name
- Gender
- Unique Student Identifier
- Date of Birth
- Mobile Number
- Home Phone Number
- Work Mobile Number
- Approval Responsibility - Allow Check
- Approval Responsibility - Allow Review
- Approval Responsibility - Allow Authorise
- Approval Responsibility - Allow Approve
- Approval Responsibility - Allow Reject
- Approval Responsibility - Allow Trainer / Assessor
- Reports To
- Home Address
- Home Town
- Home State
- Home Postcode
- Personal Email Address
- Date Employed
- Work Phone
- Work Phone Extension
- Emergency Contact First Name
- Emergency Contact Last Name
- Emergency Contact Relationship
- Emergency Contact Address
- Emergency Contact Phone
- Emergency Contact Email
Action
Write
- storeUserId
  Required
Action
Write
- Location ID
  Required
- Location Name
  Required
- Address
  Required
- City/Town/Suburb
  Required
- State
  Required
- Post Code
  Required
- Country
  Required
Action
Write

- Storage ID
- Internal Product Code
- Product Name
- SKU
- Page Number
- Page Size
Action
Search
- Storage ID
Action
Search

- Location Name
  Required
Action
Search
- Location Name
  Required
- Create New User Account
- Worker ID
- First Name
  Required
- Last Name
  Required
- Email Address
  Required
- Roles
- Other Known Name
- Gender
- Unique Student Identifier
- Date of Birth
- Mobile Number
- Home Phone Number
- Work Mobile Number
- Approval Responsibility - Allow Check
- Approval Responsibility - Allow Review
- Approval Responsibility - Allow Authorise
- Approval Responsibility - Allow Approve
- Approval Responsibility - Allow Reject
- Approval Responsibility - Allow Trainer / Assessor
- Reports To
- Home Address
- Home Town
- Home State
- Home Postcode
- Personal Email Address
- Date Employed
- Work Phone
- Work Phone Extension
- Emergency Contact First Name
- Emergency Contact Last Name
- Emergency Contact Relationship
- Emergency Contact Address
- Emergency Contact Phone
- Emergency Contact Email
Action
Search or write
Company Customer Updated
Triggers when a company customer is updated.
Trigger
Instant
Try It
Individual Customer Updated
Triggers when an individual customer is updated.
Trigger
Instant
Try It
Job Updated
Triggers when a job is updated.
Trigger
Instant
Try It
Quote Updated
Triggers when a quote is updated.
Trigger
Instant
Try It
Schedule Updated
Triggers when a job, lead, quote or activity schedule is updated.
Trigger
Instant
Try It
Site Updated
Triggers when a site is updated.
Trigger
Instant
Try It
- Title
- Given Name
  Required
- Family Name
- Email
- Work Phone
- Fax
- Cell Phone
- Department
- Position
- Notes
- Alt Phone
Action
Write
- Customer
  Required
- Site
  Required
- Cost Center
- Customer Contact
- Additional Contacts
- Site Contact
- Order No
- Name
- Description
- Notes
- Date Issued
- Due Date
- Due Time
- Tags
- Salesperson
- Project Manager
- Technician
- Stage
- Status
- Response Time
- Auto Adjust Status
Action
Write
- Staff
  Required
- Date
- Start Time
  Required
- End Time
  Required
- Schedule Rate
  Required
- Notes
- Locked
- Type
Action
Write
- ID
- Email
- Work Phone
- Cell Phone
- Alt Phone
Action
Search
- ID
- Staff
  Required
- Date
- Type
Action
Search
- ID
- Company Name
  Required
- Phone
- Alt Phone
- Email
- EIN
- Website
- Fax
- Company Number
Action
Search
- ID
- Order No
- Name
Action
Search
- ID
- Name
- Address
- City
- State
- Postal Code
- Country
- Address
- City
- State
- Postal Code
- Billing Contact
- Contact
- Title
- Given Name
- Family Name
- Email
- Work Phone
- Cell Phone
- Fax
- Position
- Preferred Notification Method
- Public Notes
- Private Notes
- Zone
- Preferred Techs
- Customers
- STC Zone
- VEEC Zone
Action
Search or write
- ID
- Phone
- Cell Phone
- Alt Phone
- Email
- Title
- Given Name
  Required
- Family Name
- Preferred Techs
- Do Not Call
- Address
- City
- State
- Postal Code
- Country
- Address
- City
- State
- Postal Code
- Country
- Customer Type
- Tags
- Part Tax Code
- Discount Fee
- Notes
- Customer Profile
- Customer Group
- Account Manager
- Currency
- Account Name
- Routing No
- Account No
- Payment Method
- Credit Limit
- On Stop
- Vendor Order No Required
- Archived
- Sites
Action
Search or write

- Checklist Type
  Required
- Record ID
  Required
- Title
  Required
- Description
- Location ID
- Person Responsible ID
Action
Write
- RoleName
Action
Write
- storeUserId
  Required
Action
Write
- storeUserId
  Required
- Reports To User ID
  Required
Action
Write
- storeUserId
  Required
- Worker ID
- Email Address
- First Name
  Required
- Last Name
  Required
- Other Known Name
- Gender
- Date of Birth
- Mobile Number
- Home Phone Number
- Work Mobile Number
- Approval Responsibility - Allow Check
- Approval Responsibility - Allow Review
- Approval Responsibility - Allow Authorise
- Approval Responsibility - Allow Approve
- Approval Responsibility - Allow Reject
- Approval Responsibility - Allow Trainer / Assessor
- Unique Student Identifier
- Reports To
- Home Address
- Home Town
- Home State
- Home Postcode
- Personal Email Address
- Date Employed
- Work Phone
- Work Phone Extension
- Emergency Contact First Name
- Emergency Contact Last Name
- Emergency Contact Relationship
- Emergency Contact Address
- Emergency Contact Phone
- Emergency Contact Email
Action
Write
- Product ID
  Required
Action
Search
- Location Name
  Required
Action
Search
- Location Name
  Required
- Location Name
  Required
- Address
  Required
- City/Town/Suburb
  Required
- State
  Required
- Post Code
  Required
- Country
  Required
Action
Search or write
New Company Customer
Triggers when a company customer is created.
Trigger
Instant
Try It
New Individual Customer
Triggers when an individual customer is created.
Trigger
Instant
Try It
New Job
Triggers when a job is created.
Trigger
Instant
Try It
New Quote
Triggers when a quote is created.
Trigger
Instant
Try It
New Schedule
Triggers when a job, lead, quote or activity schedule is created.
Trigger
Instant
Try It
New Site
Triggers when a site is created.
Trigger
Instant
Try It
- Company Name
  Required
- Preferred Techs
- Phone
- Do Not Call
- Alt Phone
- Address
- City
- State
- Postal Code
- Country
- Address
- City
- State
- Postal Code
- Country
- Customer Type
- Tags
- Part Tax Code
- Discount Fee
- Notes
- Customer Profile
- Customer Group
- Account Manager
- Currency
- Account Name
- Routing No
- Account No
- Payment Method
- Credit Limit
- On Stop
- Vendor Order No Required
- Archived
- Sites
- Email
- EIN
- Website
- Fax
- Company Number
Action
Write
- Title
- Given Name
  Required
- Family Name
- Preferred Techs
- Phone
- Do Not Call
- Alt Phone
- Address
- City
- State
- Postal Code
- Country
- Address
- City
- State
- Postal Code
- Country
- Customer Type
- Tags
- Part Tax Code
- Discount Fee
- Notes
- Customer Profile
- Customer Group
- Account Manager
- Currency
- Account Name
- Routing No
- Account No
- Payment Method
- Credit Limit
- On Stop
- Vendor Order No Required
- Archived
- Sites
- Email
- Cell Phone
Action
Write
- Customer
  Required
- Site
  Required
- Cost Center
- Customer Contact
- Additional Contacts
- Site Contact
- Description
- Notes
- Salesperson
- Project Manager
- Technicians
- Date Issued
- Due Date
- Validity Days
- Order No
- Name
- Stage
- Year
- Month
- Percent
- Status
- Tags
- Auto Adjust Status
- Catalog
- Billable Status
- Estimated Time
- Fit Time
- Base Price
- Markup
- Sales Tax Code
- Sell Price
- Quantity
- Income Account
- Type
- Rate
- Markup
- Sales Tax Code
- Time (Hours)
- Income Account
- Type
- Billable Status
- Description
- Estimated Cost
- Markup
- Estimated Time
- Sales Tax Code
- Actual Cost
- Actual Cost Date
- Sell Price
- Quantity
- Income Account
- Prebuild
- Billable Status
- Estimated Time
- Fit Time
- Base Price
- Markup
- Sales Tax Code
- Sell Price
- Quantity
- Income Account
- Service Fee
- Billable Status
- Fit Time
- Base Price
- Markup
- Sales Tax Code
- Sell Price
- Income Account
Action
Write
- Name
- Address
- City
- State
- Postal Code
- Country
- Address
- City
- State
- Postal Code
- Billing Contact
- Contact
- Title
- Given Name
- Family Name
- Email
- Work Phone
- Cell Phone
- Fax
- Position
- Preferred Notification Method
- Public Notes
- Private Notes
- Zone
- Preferred Techs
- Customers
- STC Zone
- VEEC Zone
Action
Write
- ID
- Order No
- Name
Action
Search
- ID
- Name
- Address
- City
- State
- Postal Code
- Country
Action
Search
- ID
- Phone
- Cell Phone
- Alt Phone
- Email
Action
Search
- ID
- Email
- Work Phone
- Cell Phone
- Alt Phone
- Title
- Given Name
  Required
- Family Name
- Fax
- Department
- Position
- Notes
Action
Search or write
- ID
- Company Name
  Required
- Phone
- Alt Phone
- Email
- EIN
- Website
- Fax
- Company Number
- Preferred Techs
- Do Not Call
- Address
- City
- State
- Postal Code
- Country
- Address
- City
- State
- Postal Code
- Country
- Customer Type
- Tags
- Part Tax Code
- Discount Fee
- Notes
- Customer Profile
- Customer Group
- Account Manager
- Currency
- Account Name
- Routing No
- Account No
- Payment Method
- Credit Limit
- On Stop
- Vendor Order No Required
- Archived
- Sites
Action
Search or write

Learn how to automate WHS Monitor on the Zapier blog

Learn how to automate Simpro on the Zapier blog

About WHS Monitor

WHS Monitor is a modular, cloud-based Work Health and Safety compliance management software which enables organisations to simply and effectively comply with their Work Health and Safety obligations.

Related categories

Human Resources

About Simpro

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

Related categories

Project Management

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