Simpro by Maxmel Tech
  | Simpro is an AI-powered platform for trades businesses, streamlining job management, scheduling, invoicing, and compliance. Integrating with Make.com enables automated workflows, connecting Simpro’s field service data with other business apps for greater efficiency and productivity. |
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This is AI-generated content based on official Simpro documentation. The content may still contain errors—please verify important information. If you have questions, contact Simpro directly.
How to get support on Simpro
Simpro is a community-developed application and is subjected to the developer's terms and conditions, which may include applicable fees. Make does not maintain or support this integration. For assistance, please https://f.make.com/r/reachout?app_name=Simpro&app_slug=simpro-community&app_unique_id=simpro-c92s90-ueasqt.
Requirements
To use the Simpro app in Make, you must have an active simPRO account and an API key, create your account on Simpro.
App installation
To install this app, you need Admin, Owner, or App Developer permissions. Learn more about organization roles.Learn more about organization roles
Go to the Make integration page.
Click the Install button.
Follow the on-screen instructions to complete the setup.
Connect Simpro and Make
To get started, you must first create a connection between Simpro and Make, allowing the two services to communicate.
You can connect using the following method: OAuth2.0 Authorisation Code Grant,OAuth2.0 Resource Owner Credentials Grant,OAuth2.0 Implicit Grant,OAuth2.0 Client Credentials Grant,API Key.
OAuth2.0 Authorisation Code Grant Instructions
You need to generate your OAuth2.0 credentials.
Login to your Simpro developer account using your credentials.
Navigate to the API or Developer section.
Register a new application.
Configure the application, specifying the required redirect URI and requested scopes.
Retrieve the generated Client ID and Client Secret for your application.
OAuth2.0 Resource Owner Credentials Grant Instructions
You need to retrieve your OAuth2.0 credentials.
Login to your platform using your credentials.
Navigate to the Developer or API section.
Register a new application.
Configure the application, specifying the required scopes for the data you wish to access.
Locate and note the generated Client ID and Client Secret.
Locate the username and password for the Resource Owner Credentials Grant.
OAuth2.0 Implicit Grant Instructions
You need to register your application to obtain the necessary credentials.
Login to your platform using your credentials.
Navigate to the Developer or API section.
Register a new application.
Configure the application, specifying the required redirect URI and scopes for the permissions you need.
Note the generated Client ID.
OAuth2.0 Client Credentials Grant Instructions
You need to generate your token using the client credentials grant flow.
Login to your platform using your credentials.
Navigate to the Developer or API section of the platform.
Register a new application.
Configure the application, specifying the required scopes or permissions.
Retrieve and note the generated Client ID and Client Secret.
API Key Instructions
You need to obtain your API Key from the platform.
Login to your platform using your credentials.
Navigate to the Developer or API section within your account settings.
Locate the area for API Key management.
Generate a new API Key or retrieve your existing API Key.
Copy and securely store the API Key for future use.
Some community developers require an additional specific API Key. Retrieve the required API key from the community developer's dashboard, generally found under Settings/API. For more info, please https://f.make.com/r/reachout?app_name=Simpro&app_slug=simpro-community&app_unique_id=simpro-c92s90-ueasqt.
Create the connection in Make
Log in in your Make account, add the Simpro module to your scenario, and click Create a connection.
If you add a module with an instant tag, click Create a webhook, then Create a connection.
Optional: in the Connection name field, enter a name for the connection.
Enter the authentication credentials you copied from your Simpro or follow the on-screen instructions to create the connection. You must also enter any required third-party API keys obtained earlier.
For detailed information on connecting an application, see Connect an applicationConnect an application. page.
Simpro modules
After connecting to the Simpro app, you can choose from a list of available modules to build your scenarios.
Templates
You can look for more templates in Make's template gallery, where you'll find thousands of pre-created scenarios.
Simpro resources
You can have access to more resources related to this app on the following links :